Group 1 - The core point of the news is that Kaleit Cloud Technology Co., Ltd. experienced a 5% drop in stock price, reaching 77.31 yuan per share, with a trading volume of 139 million yuan and a turnover rate of 1.88%, resulting in a total market capitalization of 7.346 billion yuan [1] - The company, established on January 6, 2012, and listed on December 1, 2022, specializes in the research, production, and sales of professional display control products in the video image field, including LED display control systems and video processing equipment [1] - The main revenue composition of the company includes video processing equipment (44.23%), receiving cards (34.71%), cloud network players (8.24%), accessories and others (8.18%), transmitters (4.56%), and other supplementary products (0.08%) [1] Group 2 - From the perspective of fund holdings, one fund under China Merchants Fund has a significant position in Kaleit, with the China Merchants National Index 2000 Enhanced A (018786) holding 15,800 shares, accounting for 1.08% of the fund's net value, making it the second-largest holding [2] - The fund, established on August 1, 2023, has a latest scale of 37.5255 million yuan, with a year-to-date return of 8.07%, ranking 1798 out of 5542 in its category, and a one-year return of 53.65%, ranking 1104 out of 4235 [2] - The fund manager, Deng Tong, has a tenure of 4 years and 60 days, with total fund assets of 8.712 billion yuan, achieving the best fund return of 122.59% and the worst return of 1.78% during his tenure [3]
卡莱特股价跌5%，招商基金旗下1只基金重仓，持有1.58万股浮亏损失6.43万元