神工股份股价跌5.02%，永赢基金旗下1只基金重仓，持有800万股浮亏损失3816万元

Group 1 - The stock of Shen Gong Co., Ltd. fell by 5.02% on February 4, closing at 90.23 yuan per share, with a trading volume of 277 million yuan and a turnover rate of 1.78%, resulting in a total market capitalization of 15.367 billion yuan [1] - Shen Gong Co., Ltd., established on July 24, 2013, and listed on February 21, 2020, specializes in the research, production, and sales of semiconductor-grade single crystal silicon materials. The main revenue composition includes silicon components at 53.86% and large diameter silicon materials at 44.37%, with 16-inch and above accounting for 24.07% and below 16-inch for 20.30%, and semiconductor large-size silicon wafers at 1.44% [1] Group 2 - Yongying Fund has one fund heavily invested in Shen Gong Co., Ltd. The Yongying Pioneer Semiconductor Smart Mixed Fund A (025208) held 8 million shares in the fourth quarter, accounting for 6.01% of the fund's net value, making it the eighth largest holding. The estimated floating loss today is approximately 38.16 million yuan [2] - The Yongying Pioneer Semiconductor Smart Mixed Fund A (025208) was established on September 12, 2025, with a current scale of 690 million yuan. Year-to-date returns are 27.82%, ranking 31 out of 8,873 in its category, and since inception, the return is 70.47% [2]