SDR(SZ:000603) Xin Lang Cai Jing·2026-02-03 01:45Group 1 - The core point of the news is that Shengda Resources experienced a significant drop in stock price, reaching a limit down at 49.43 yuan per share, with a trading volume of 188 million yuan and a turnover rate of 0.57%, resulting in a total market capitalization of 34.105 billion yuan [1] - Shengda Resources is primarily engaged in the production and sales of silver-lead concentrate and zinc concentrate, with its main business revenue composition being: lead concentrate (including silver) 46.04%, non-ferrous metal trading 23.91%, zinc concentrate (including silver) 20.44%, renewable energy metals 5.26%, silver ingots 2.28%, others 1.05%, and gold 1.02% [1] Group 2 - From the perspective of fund holdings, one fund under Xinhua Fund has a significant position in Shengda Resources, specifically the Xinhua Industry Cycle Rotation Mixed A fund, which held 239,300 shares, accounting for 4.61% of the fund's net value, making it the ninth largest holding [2] - The Xinhua Industry Cycle Rotation Mixed A fund has a current scale of 151 million yuan and has achieved a year-to-date return of 21.16%, ranking 54 out of 8,874 in its category, and a one-year return of 93.25%, ranking 196 out of 8,124 [2] - The fund manager, Zhang Dajiang, has been in charge for 3 years and 27 days, with the fund's total asset size at 478 million yuan, achieving the best return of 97.44% and the worst return of 6.55% during his tenure [2]