Caitong Securities(SH:601108) Xin Lang Cai Jing·2026-01-30 03:05Group 1 - The core point of the news is that Naxin Microelectronics experienced a decline of 5.17% in stock price, reaching 177.30 yuan per share, with a trading volume of 316 million yuan and a turnover rate of 1.22%, resulting in a total market capitalization of 28.833 billion yuan [1] - Naxin Microelectronics, established on May 17, 2013, and listed on April 22, 2022, focuses on the research and sales of high-performance and high-reliability analog integrated circuits [1] - The company's main business revenue composition includes signal chain products at 38.45%, power management products at 34.09%, sensor products at 27.11%, and others at 0.35% [1] Group 2 - From the perspective of major fund holdings, one fund under Caitong Securities Asset Management holds a significant position in Naxin Microelectronics, with 195,700 shares, accounting for 3.51% of the fund's net value, ranking as the eighth largest holding [2] - The Caitong Asset Management Innovation Growth Mixed A fund (020075) has a current scale of 666 million yuan and has achieved a return of 10.82% this year, ranking 1692 out of 8872 in its category [2] - Over the past year, the fund has achieved a return of 50.26%, ranking 2119 out of 8126 in its category, and since its inception, it has returned 93.86% [2] Group 3 - The fund manager of Caitong Asset Management Innovation Growth Mixed A is Bao Lianwen, who has been in the position for 4 years and 70 days, managing total assets of 6.014 billion yuan [3] - During Bao Lianwen's tenure, the best fund return was 128.3%, while the worst return was 8.01% [3]