Xin Lang Cai Jing·2026-02-05 12:55Group 1 - The core point of the news is that SMIC's stock price has been declining for four consecutive days, with a total drop of 9.08% during this period, closing at 111.80 CNY per share on February 5, with a market capitalization of 894.54 billion CNY [1] - SMIC specializes in integrated circuit wafer foundry services, offering a range of technology nodes from 0.35 microns to 14 nanometers, with 93.83% of its revenue coming from wafer foundry services [1] - The trading volume on February 5 was 4.983 billion CNY, with a turnover rate of 2.23% [1] Group 2 - Nord Fund's Nord Xingyuan Optimal Fund holds 9,505 shares of SMIC, representing 1.07% of the fund's net value, making it the tenth largest holding [2] - The fund has incurred a floating loss of approximately 28,900 CNY today and a total floating loss of 106,200 CNY during the four-day decline [2] - The fund manager, Hao Xudong, has a tenure of over 10 years, with the fund's total assets amounting to 290 million CNY and a best return of 115.84% during his management [2]