Core Viewpoint - Shaanxi Huada's stock price has experienced a significant decline, dropping 5.14% on January 20, with a cumulative drop of 14% over three consecutive days, indicating potential concerns among investors [1]. Company Overview - Shaanxi Huada Technology Co., Ltd. is located in Xi'an, Shaanxi Province, and was established on August 10, 2000. The company was listed on October 17, 2023, and specializes in the research, production, and sales of electrical connectors and interconnection products [1]. - The revenue composition of the company includes: RF coaxial connectors (43.55%), low-frequency connectors (23.02%), RF coaxial cable components (18.70%), other products (10.89%), electroplating services (3.07%), and other business income (0.77%) [1]. Fund Holdings - The Hongta Hongtu Fund has a significant holding in Shaanxi Huada, specifically in the Hongta Hongtu Steady Selection Mixed A Fund (009817), which held 17,000 shares as of the third quarter, accounting for 4.13% of the fund's net value, making it the fifth-largest holding [2]. - The fund has incurred a floating loss of approximately 67,300 yuan today, with a total floating loss of 213,200 yuan during the three-day decline [2]. Fund Manager Performance - The fund manager of Hongta Hongtu Steady Selection Mixed A Fund is Yang Xingfeng, who has been in the position for 2 years and 353 days. The total asset size of the fund is 517 million yuan, with the best return during his tenure being 21.28% and the worst return being -1.59% [3].
陕西华达股价跌5.14%，红塔红土基金旗下1只基金重仓，持有1.7万股浮亏损失6.73万元