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苏美达股价涨5.3%,嘉实基金旗下1只基金重仓,持有2.67万股浮盈赚取1.39万元
Xin Lang Cai Jing· 2025-09-26 06:01
Core Viewpoint - Sumeida shares increased by 5.3% on September 26, reaching 10.33 CNY per share, with a trading volume of 270 million CNY and a turnover rate of 2.04%, resulting in a total market capitalization of 13.499 billion CNY [1] Company Overview - Sumeida Co., Ltd. is located at 198 Changjiang Road, Nanjing, Jiangsu Province, established on June 24, 1996, and listed on July 1, 1996. The company operates in two main business segments: industrial chain and supply chain [2] - The industrial chain includes sectors such as consumer goods and environmental protection, with key products/services including textiles, home power products (garden machinery, cleaning machinery, gasoline generators), environmental engineering (wastewater treatment, waste management, soil remediation, kitchen waste treatment, biodegradable plastics), clean energy (photovoltaic products, engineering, operation and maintenance), and shipbuilding and shipping [2] - The supply chain focuses on integrated services for bulk commodity operations and the import of mechanical and electrical equipment. The revenue composition is as follows: supply chain 71.59%, industrial chain 28.20%, with advanced manufacturing at 11.86%, consumer goods at 8.65%, and various other categories contributing to the overall revenue [2] Fund Holdings - According to data from the top ten holdings of funds, one fund under Jiashi Fund has a significant position in Sumeida. The Jiashi CSI 1000 Index Enhanced Initiation A (016776) held 26,700 shares in the second quarter, accounting for 0.96% of the fund's net value, ranking as the ninth largest holding. The estimated floating profit for today is approximately 13,900 CNY [3] - The Jiashi CSI 1000 Index Enhanced Initiation A (016776) was established on December 6, 2022, with a current scale of 18.9085 million CNY. Year-to-date returns are 33.57%, ranking 1582 out of 4220 in its category; the one-year return is 58.8%, ranking 1459 out of 3824; and since inception, the return is 25.29% [3]