POCO(SZ:300811) Xin Lang Cai Jing·2025-08-29 02:04Group 1 - The core point of the news is that Placo New Materials Co., Ltd. experienced a 5% drop in stock price, reaching 74.10 CNY per share, with a trading volume of 295 million CNY and a turnover rate of 1.66%, resulting in a total market capitalization of 21.453 billion CNY [1] - Placo New Materials, established on September 17, 2009, and listed on December 30, 2019, specializes in the research, production, and sales of metal soft magnetic powders, soft magnetic powder cores, and inductive components, providing high-performance soft magnetic materials and modular inductance solutions for power electronic devices [1] - The company's main business revenue composition includes 96.69% from metal soft magnetic powder products, 3.07% from metal soft magnetic powders, and 0.25% from other business income [1] Group 2 - From the perspective of fund holdings, only one fund under Penghua Fund has a significant position in Placo New Materials, specifically the 1000 ETF Enhanced (560590), which held 3,800 shares in the second quarter, accounting for 1.1% of the fund's net value, ranking as the ninth largest holding [2] - The 1000 ETF Enhanced (560590) was established on September 1, 2023, with a latest scale of 16.0187 million CNY, achieving a year-to-date return of 31.06% and a one-year return of 73.8%, ranking 1225 out of 4222 and 952 out of 3776 in its category, respectively [2] - The fund manager of 1000 ETF Enhanced is Kou Binquan, who has been in the position for 2 years and 71 days, managing a total fund asset size of 9.65 billion CNY, with the best fund return during his tenure being 96.4% and the worst being 0.11% [3]