淳厚信泽C(007812)近一年回报达18.96%，淳厚基金调研藏格矿业

Group 1: Fund Overview - The fund "Chunhou Xinzhe C" (Fund Code: 007812) is a mixed-type fund under Chunhou Fund, established on August 21, 2019, with a total management scale of 737 million yuan [1] - As of July 10, 2025, the fund achieved a one-year return of 18.96%, outperforming the benchmark growth rate of 15.19% and the CSI Mixed Fund Index return of 15.41% [1] - Since its inception, the fund's return has reached 91.65%, significantly exceeding the performance benchmark of 12.05% [1] Group 2: Risk Management and Performance - The fund's maximum drawdown over the past three years is 23.32%, which is better than the average level of similar mixed funds [1] - The maximum drawdown recovery days are 238, ranking in the top 15% among similar mixed funds [1] Group 3: Fund Size and Share Structure - As of March 31, 2025, the fund's size reached 130 million yuan [2] - The latest announcement shows that as of March 31, 2025, the fund's shares totaled 6.8 million [3] Group 4: Holder Structure and Institutional Investment - According to the 2024 annual report, the fund has an institutional holder ratio of 46.23% [4] - As of the first quarter of 2025, there are three institutional fund holders with a total holding size of 17.31 million yuan, accounting for 13.31% of the fund [4] Group 5: Company Research and Project Updates - On June 25, 2025, Chunhou Fund conducted research on the listed company Cangge Mining [5] - The company plans to start the first phase of the Mali Cuo project construction in the third quarter of 2025, with an estimated construction period of 9-12 months [6] - The project aims for a lithium production capacity of 50,000 tons per year, with a long-term capacity target of 100,000 tons [7]