HUAYOU COBALT(SH:603799) Xin Lang Cai Jing·2025-09-02 03:59Group 1 - The core viewpoint of the news is that Huayou Cobalt experienced a decline of 5.02% in its stock price, reaching 47.70 yuan per share, with a trading volume of 3.982 billion yuan and a turnover rate of 4.85%, resulting in a total market capitalization of 81.164 billion yuan [1] - Huayou Cobalt, established on May 22, 2002, and listed on January 29, 2015, specializes in the research and manufacturing of new energy lithium battery materials and cobalt new materials [1] - The company's main business revenue composition includes nickel products (34.54%), cathode materials (16.28%), trade and others (15.55%), nickel intermediates (14.91%), copper products (5.95%), ternary precursors (5.25%), lithium products (4.18%), and cobalt products (3.33%) [1] Group 2 - From the perspective of fund holdings, Huayou Cobalt is a top ten heavy stock for Huian Fund, with its Huian Quantitative Pioneer Mixed A fund (007775) reducing its holdings by 3,500 shares in the second quarter, now holding 20,000 shares, which accounts for 4.5% of the fund's net value [2] - The Huian Quantitative Pioneer Mixed A fund has a current scale of 10.3843 million yuan and has achieved a return of 42.04% this year, ranking 1308 out of 8184 in its category [2] - The fund manager, Yang Kunhe, has been in position for 3 years and 342 days, with the fund's total asset scale at 12.3 million yuan, achieving a best return of 28.7% and a worst return of -14.85% during his tenure [3]