Zhongtai Securities(SH:600918) Xin Lang Cai Jing·2025-09-02 06:05Company Overview - Huafon Chemical Co., Ltd. is located in Ruian Economic Development Zone, Wenzhou, Zhejiang Province, established on December 15, 1999, and listed on August 23, 2006 [1] - The company specializes in the research, production, and sales of polyurethane products, including spandex fibers, polyurethane raw materials, and adipic acid [1] - The revenue composition of the company is as follows: Basic chemical products 36.84%, Chemical fibers 34.73%, New chemical materials 22.81%, Others 5.06%, Logistics services 0.56% [1] Stock Performance - On September 2, Huafon Chemical's stock fell by 5.11%, trading at 7.61 CNY per share, with a transaction volume of 241 million CNY and a turnover rate of 0.63%, resulting in a total market capitalization of 37.765 billion CNY [1] Fund Holdings - According to data, one fund under Zhongtai Securities Asset Management holds a significant position in Huafon Chemical [2] - Zhongtai Kaiyang Value-Selected Mixed A (007549) held 10.2029 million shares in the second quarter, unchanged from the previous period, accounting for 4.05% of the fund's net value, ranking as the tenth largest holding [2] - The fund has a total scale of 1.512 billion CNY and has achieved a return of 21.75% year-to-date, ranking 3820 out of 8184 in its category [2] Fund Manager Information - The fund manager of Zhongtai Kaiyang Value-Selected Mixed A is Tian Yu, who has been in the position for 6 years and 139 days [3] - Under Tian Yu's management, the fund's total asset scale is 3.645 billion CNY, with the best return during the tenure being 98.68% and the worst return being -14.91% [3]