Huafon Spandex(SZ:002064) 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. The company specializes in the research, production, and sales of polyurethane products, including spandex fibers, polyurethane raw materials, and adipic acid [1]. Business Segmentation - The main business revenue composition is as follows: Basic chemical products account for 36.84%, chemical fibers for 34.73%, new chemical materials for 22.81%, others for 5.06%, and logistics services for 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%. The total market capitalization is 37.765 billion CNY [1]. Fund Holdings - Huafon Chemical is a significant holding in the Hengyue Research Selected Mixed A/B Fund (006049), which held 1.5085 million shares, representing 4.91% of the fund's net value, making it the sixth-largest holding. The fund has incurred an estimated floating loss of approximately 618,500 CNY today [2]. Fund Performance - The Hengyue Research Selected Mixed A/B Fund, managed by Xue Liangchen, has a total asset size of 241 million CNY. Since its inception on July 4, 2018, the fund has achieved a return of 85.27%, with a year-to-date return of 25.83% and a one-year return of 47.4% [2][3].