Core Viewpoint - On November 6, Kaipu Cloud's stock rose by 5.2%, reaching a price of 173.46 yuan per share, with a trading volume of 328 million yuan and a turnover rate of 2.88%, resulting in a total market capitalization of 11.717 billion yuan [1] Company Overview - Kaipu Cloud Information Technology Co., Ltd. is located in Dongguan City, Guangdong Province, and was established on April 17, 2000, with its listing date on March 27, 2020 [1] - The company's main business involves providing internet content service platform construction, operation, and maintenance, as well as big data services for various levels of government agencies, large and medium-sized enterprises, and media units [1] - The revenue composition of the main business includes: Intelligent Source 49.34%, AI Large Model and Computing Power 20.04%, AI Content Security 15.37%, Digital Government and Others 15.13%, and Others 0.12% [1] Shareholder Information - E Fund's supply-side reform mixed fund (002910) entered the top ten circulating shareholders of Kaipu Cloud in the third quarter, holding 370,100 shares, which accounts for 0.55% of the circulating shares, with an estimated floating profit of approximately 3.1756 million yuan [2] - The E Fund's supply-side reform mixed fund was established on January 25, 2017, with a latest scale of 3.119 billion yuan, achieving a year-to-date return of 35.75% and a one-year return of 26.88% [2] Fund Manager Performance - The fund manager of E Fund's supply-side reform mixed fund is Yang Zongchang, who has been in position for 6 years and 200 days, managing a total asset scale of 3.174 billion yuan, with the best fund return during his tenure being 269.01% and the worst being -17% [3] Top Holdings - E Fund's Keshun Fixed Opening Mixed Fund (LOF) (161132) held 14,300 shares of Kaipu Cloud in the third quarter, accounting for 4.08% of the fund's net value, with an estimated floating profit of approximately 122,800 yuan [4] - This fund was established on October 26, 2018, with a latest scale of 71.9588 million yuan, achieving a year-to-date return of 25.77% and a one-year return of 19.2% [4] Additional Fund Manager Information - The fund manager of E Fund's Keshun Fixed Opening Mixed Fund is Zhang Xiaoyu, who has been in position for 2 years and 246 days, managing a total asset scale of 913 million yuan, with the best fund return during his tenure being 20.24% and the worst being 14.48% [5]

Core Insights - The stock of Zhimi Intelligent increased by 5.3%, reaching 63.98 CNY per share, with a trading volume of 664 million CNY and a turnover rate of 8.98%, resulting in a total market capitalization of 16.112 billion CNY [1] Company Overview - Zhimi Intelligent Technology Co., Ltd. was established on September 7, 2011, and went public on August 15, 2022. The company is located in the East Tower of Lepu Building, 23rd Floor, Xinke Road, Nanshan District, Shenzhen [1] - The main business areas include research, production, sales, and services of educational office, consumer, network equipment, network security, retail, and other electronic device products. The revenue composition is as follows: Industry terminals 53.57%, ICT infrastructure 15.78%, intelligent computing business 15.31%, others 7.88%, and industrial IoT 7.46% [1] Shareholder Information - Among the top ten circulating shareholders of Zhimi Intelligent, one fund from E Fund Management holds 797,700 shares, unchanged from the previous period, representing 1.07% of the circulating shares. The estimated floating profit today is approximately 2.5686 million CNY [2] - The E Fund Supply-side Reform Mixed Fund (002910) was established on January 25, 2017, with a current scale of 4.056 billion CNY. Year-to-date returns are 20.06%, ranking 4175 out of 8174 in its category; the one-year return is 37.81%, ranking 4321 out of 7981; and since inception, the return is 198.93% [2]

Core Points - The stock price of Zhimi Intelligent has dropped by 5.04% on September 4, reaching 57.13 CNY per share, with a trading volume of 423 million CNY and a turnover rate of 6.01%. The total market capitalization is 14.387 billion CNY. The stock has seen a continuous decline for 7 days, with a cumulative drop of 14.39% during this period [1] - Zhimi Intelligent, established on September 7, 2011, and listed on August 15, 2022, is primarily engaged in the research, production, sales, and services of various electronic devices, including educational, consumer, network equipment, network security, retail, and other products. The revenue composition is as follows: industry terminals 53.57%, ICT infrastructure 15.78%, intelligent computing business 15.31%, others 7.88%, and industrial IoT 7.46% [1] Shareholder Analysis - Among the top ten circulating shareholders of Zhimi Intelligent, a fund under E Fund, specifically E Fund Supply-side Reform Mixed Fund (002910), holds 797,700 shares, unchanged from the previous period, accounting for 1.07% of the circulating shares. The estimated floating loss today is approximately 2.417 million CNY, with a total floating loss of 8.0647 million CNY during the 7-day decline [2] - E Fund Supply-side Reform Mixed Fund (002910) was established on January 25, 2017, with a current scale of 4.056 billion CNY. Year-to-date returns are 14.59%, ranking 4667 out of 8180 in its category; the one-year return is 32.78%, ranking 4192 out of 7978; and since inception, the return is 185.3% [2]

Group 1 - New Zhi Software's stock price fell by 5% on September 2, closing at 22.98 yuan per share, with a trading volume of 153 million yuan and a turnover rate of 2.47%, resulting in a total market capitalization of 6.041 billion yuan [1] - The stock has experienced a continuous decline for three days, with a cumulative drop of 4.76% during this period [1] - New Zhi Software, established on June 4, 1994, and listed on December 7, 2020, primarily provides IT solutions and services to financial institutions and other industries, with revenue composition as follows: IT solutions 84.23%, innovative business 6.73%, IT product sales and value-added services 5.37%, software development subcontracting 3.57%, and others 0.10% [1] Group 2 - Among the top ten circulating shareholders of New Zhi Software, a fund under E Fund ranks first, having reduced its holdings by 595,100 shares to 2.8219 million shares, representing 1.07% of the circulating shares [2] - The estimated floating loss for E Fund's supply-side reform mixed fund (002910) during the three-day decline is approximately 3.4145 million yuan [2] - E Fund's supply-side reform mixed fund (002910) was established on January 25, 2017, with a current scale of 4.056 billion yuan, yielding 21.3% this year, ranking 3893 out of 8184 in its category, and 42.04% over the past year, ranking 3342 out of 7971 [2]