Zheshang Securities(SH:601878) Xin Lang Cai Jing·2025-09-05 06:21Core Viewpoint - Huayou Cobalt Co., Ltd. has shown a significant increase in stock price and trading volume, indicating strong market interest and potential growth in the new energy materials sector [1]. Company Overview - Huayou Cobalt, established on May 22, 2002, and listed on January 29, 2015, is located in Tongxiang Economic Development Zone, Zhejiang Province. The company specializes in the research and manufacturing of new energy lithium battery materials and cobalt new materials [1]. - The revenue composition of Huayou Cobalt includes: nickel products (34.54%), cathode materials (16.28%), trading 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]. Fund Holdings - According to data, Zheshang Securities Asset Management has a fund that heavily invests in Huayou Cobalt. The Zheshang Zhijiang Phoenix ETF (512190) held 140,100 shares in the second quarter, accounting for 8.84% of the fund's net value, making it the third-largest holding [2]. - The Zheshang Zhijiang Phoenix ETF (512190) was established on August 5, 2019, with a latest scale of 58.662 million. The fund has achieved a year-to-date return of 22.36%, ranking 1453 out of 4222 in its category, and a one-year return of 42.86%, ranking 1893 out of 3795 [2]. Fund Manager Information - The fund manager of Zheshang Zhijiang Phoenix ETF (512190) is Zhou Wenchao, who has been in the position for 4 years and 134 days. The total asset size of the fund is 259 million, with the best return during his tenure being 46.27% and the worst return being 0.05% [3].