Thinkon Semi(SH:688233) Xin Lang Cai Jing·2026-02-03 05:37Group 1 - The core viewpoint of the news is that ShenGong Co., Ltd. experienced a stock price increase of 5.01%, reaching 94.33 CNY per share, with a trading volume of 467 million CNY and a turnover rate of 2.99%, resulting in a total market capitalization of 16.065 billion CNY [1] - ShenGong Co., Ltd. is located in Jinzhou, Liaoning Province, and was established on July 24, 2013, with its listing date on February 21, 2020. The company specializes in the research, production, and sales of semiconductor-grade single crystal silicon materials [1] - The main business revenue composition of ShenGong Co., Ltd. includes silicon components at 53.86%, large diameter silicon materials at 44.37%, with over 16 inches accounting for 24.07% and under 16 inches for 20.30%. The revenue from semiconductor large-size silicon wafers is 1.44%, and other revenues account for 0.33% [1] Group 2 - From the perspective of the top ten circulating shareholders, Guotai Fund has a fund that ranks among the top ten shareholders of ShenGong Co., Ltd. The Guotai CSI Semiconductor Materials and Equipment Theme ETF (159516) entered the top ten shareholders in the third quarter, holding 1.0754 million shares, which is 0.63% of the circulating shares [2] - The Guotai CSI Semiconductor Materials and Equipment Theme ETF (159516) was established on July 19, 2023, with a latest scale of 9.011 billion CNY. It has achieved a return of 13.39% this year, ranking 106 out of 5562 in its category, and a return of 78.23% over the past year, ranking 211 out of 4285 [2] - The fund manager of the Guotai CSI Semiconductor Materials and Equipment Theme ETF (159516) is Ai Xiaojun, who has a cumulative tenure of 12 years and 25 days, managing total fund assets of 188.501 billion CNY, with the best fund return during his tenure being 348.34% and the worst being -46.54% [2]