Group 1 - Taxfriend Software Group Co., Ltd. experienced a stock price increase of 5.36%, reaching 51.69 yuan per share, with a trading volume of 216 million yuan and a turnover rate of 1.05%, resulting in a total market capitalization of 21.004 billion yuan [1] - The company, established on December 22, 1999, and listed on June 30, 2021, specializes in the research, sales, and technical services of financial and tax information technology products [1] - The main business revenue composition includes 71.45% from intelligent financial and tax services and 36.76% from digital government services [1] Group 2 - According to data, one of the top ten circulating shareholders of Taxfriend is the Guangfa Fund, which has recently entered the top ten with its Guangfa Electronic Information Media Stock A fund, holding 2.658 million shares, representing 0.65% of the circulating shares [2] - The Guangfa Electronic Information Media Stock A fund has achieved a year-to-date return of 47.8%, ranking 725 out of 4216 in its category, and a one-year return of 40.24%, ranking 644 out of 3917 [2] - The fund manager, Feng Cheng, has been in position for 5 years and 97 days, with the fund's total asset size at 2.631 billion yuan and a best return of 90% during his tenure [3] Group 3 - The Guangfa Electronic Information Media Stock A fund holds 2.658 million shares of Taxfriend, accounting for 5.14% of the fund's net value, making it the sixth-largest holding [4] - The estimated floating profit from this holding is approximately 6.9904 million yuan [4]

Core Insights - Dongshan Precision's stock increased by 5.06% to 69.08 CNY per share, with a trading volume of 3.65 billion CNY and a turnover rate of 3.92%, resulting in a total market capitalization of 126.53 billion CNY [1] Company Overview - Dongshan Precision Manufacturing Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on October 28, 1998, with its IPO on April 9, 2010 [1] - The company's main business includes manufacturing and servicing precision sheet metal parts and precision castings, as well as flexible circuit board design, production, and sales [1] - Revenue composition: electronic circuit products 65.23%, touch panels and LCD modules 17.98%, precision components 13.93%, LED display devices 1.69%, and others 1.17% [1] Fund Holdings - According to data, one fund under GF Fund has a significant holding in Dongshan Precision [2] - GF Electronic Information Media Stock A (005310) reduced its holdings by 186,700 shares in Q2, maintaining 4.84 million shares, which accounts for 6.23% of the fund's net value, making it the largest holding [2] - The fund has realized a floating profit of approximately 16.12 million CNY as of today [2] Fund Performance - GF Electronic Information Media Stock A (005310) was established on December 11, 2017, with a current scale of 919 million CNY [2] - Year-to-date return is 39.21%, ranking 985 out of 4218 in its category; the one-year return is 37.5%, ranking 1013 out of 3875; and since inception, the return is 204.78% [2]

Company Overview - Xingtong New Science and Technology Co., Ltd. is a national high-tech enterprise established in 2004, recognized as the first Sci-Tech Innovation Board listed company in Hubei's defense sector and a leading enterprise in dual-use military and civilian applications in Hubei [1] - The company specializes in intelligent system products and comprehensive solutions centered around video and network technologies [1] Stock Performance - Xingtong New Science has experienced a continuous decline for six trading days, with a cumulative drop of -8.79% [1] - The performance of the company this year shows a return of -0.73%, ranking 846 out of 993 in its category [2] Fund Involvement - GF Fund's GF Electronic Information Media Stock A has entered the top ten shareholders of Xingtong New Science, marking a new investment in the first quarter of this year [1] - The fund manager, Feng Cheng, has been managing the fund since August 7, 2020, and has a tenure return of 16.59% [4] Fund Manager Profile - Feng Cheng holds a doctorate and has previously worked as an engineer at the China Academy of Information and Communications Technology and as an analyst at China Merchants Securities [3] - He currently serves as the assistant general manager of the research and development department at GF Fund Management Co., Ltd. [3]