Core Viewpoint - Tengyuan Cobalt Industry experienced a 5.4% increase in stock price, reaching 71.39 CNY per share, with a trading volume of 790 million CNY and a turnover rate of 6.67%, resulting in a total market capitalization of 21.04 billion CNY [1] Company Overview - Tengyuan Cobalt Industry Co., Ltd. is located in Ganzhou, Jiangxi Province, and was established on March 26, 2004, with its listing date on March 17, 2022. The company specializes in the production and sales of hazardous chemicals, fertilizers, non-ferrous metal smelting, basic chemical raw materials, recycling of used power batteries for electric vehicles, and various construction materials [1] - The main revenue composition of the company includes cobalt products (47.56%), copper products (44.39%), and other products (8.05%) [1] Fund Holdings - Silver Hua Fund has a significant holding in Tengyuan Cobalt Industry, with its Silver Hua Growth Mixed Fund (161838) increasing its stake by 24,000 shares in the second quarter, holding a total of 293,800 shares, which accounts for 5.87% of the fund's net value, ranking as the seventh largest holding [2] - The fund has a current size of 266 million CNY and has achieved a year-to-date return of 14.98%, ranking 4849 out of 8254 in its category, while its one-year return stands at 49.21%, ranking 2624 out of 8037 [2] Fund Manager Performance - The fund managers of Silver Hua Growth Mixed Fund are Liu Hui and Wang Ligang. Liu Hui has been in position for 8 years and 173 days, managing assets totaling 3.159 billion CNY, with the best fund return during his tenure being 100.58% and the worst being -25.53% [3] - Wang Ligang has been in position for 5 years and 247 days, managing assets of 3.281 billion CNY, with the best return of 14.4% and the same worst return of -25.53% during his tenure [3]
腾远钴业股价涨5.4%，银华基金旗下1只基金重仓，持有29.38万股浮盈赚取107.55万元