Guobo Electronics (SH:688375) Xin Lang Cai Jing·2026-02-04 05:29Group 1 - Core viewpoint: Guobang Electronics experienced a 5.01% decline in stock price, closing at 121.21 yuan per share, with a trading volume of 533 million yuan and a turnover rate of 0.72%, resulting in a total market capitalization of 72.243 billion yuan [1] - Company overview: Nanjing Guobang Electronics Co., Ltd. was established on November 27, 2000, and listed on July 22, 2022. The company primarily engages in the research, development, production, and sales of active phased array T/R components and RF integrated circuits [1] - Revenue composition: The main business revenue breakdown is as follows: T/R components and RF modules account for 88.19%, RF chips for 8.49%, other chips for 2.04%, and other revenues for 1.28% [1] Group 2 - Major shareholder activity: E Fund's ETF, the E Fund Shanghai Stock Exchange Sci-Tech Innovation Board 50 ETF (588080), reduced its holdings by 349,600 shares in the third quarter, now holding 2.8561 million shares, which represents 0.48% of the circulating shares [2] - Estimated loss: The estimated floating loss for E Fund's ETF today is approximately 18.2503 million yuan [2] - Fund performance: E Fund's ETF was established on September 28, 2020, with a latest scale of 70.597 billion yuan. Year-to-date return is 9.43%, ranking 1060 out of 5562 in its category, while the one-year return is 54.77%, ranking 947 out of 4285 [2]