财联社·2025-11-02 03:42Core Viewpoint - The latest investment direction of the "National Big Fund" has emerged, with 30 A-share listed companies having the fund as a significant shareholder, particularly in the semiconductor and electronic sectors [1]. Group 1: National Big Fund Holdings - The "National Big Fund" has significant holdings in various companies, including North China Innovation, Hu Silicon Industry, and Tuo Jing Technology, among others [1]. - The fund's investments are primarily concentrated in the electronic and semiconductor industries, reflecting a strategic focus on enhancing domestic capabilities in these sectors [1]. Group 2: Company Performance Highlights - North China Innovation reported a third-quarter revenue of 11.16 billion yuan, a year-on-year increase of 38.31%, with a net profit of 1.92 billion yuan, up 14.60% [4]. - Hu Silicon Industry achieved a third-quarter revenue of 944 million yuan, a 3.79% increase year-on-year, but reported a net loss of 631 million yuan [5]. - Tuo Jing Technology experienced significant growth, with third-quarter revenue reaching 2.27 billion yuan, a 124.15% increase, and a net profit of 462 million yuan, up 225.07% [6].