wanhua(SH:600309) Xin Lang Cai Jing·2025-09-08 03:32Core Viewpoint - Wanhua Chemical's stock increased by 5.03% on September 8, reaching 69.16 CNY per share, with a trading volume of 2.461 billion CNY and a turnover rate of 1.16%, resulting in a total market capitalization of 216.503 billion CNY [1] Company Overview - Wanhua Chemical Group Co., Ltd. is located in Yantai Economic and Technological Development Zone, Shandong Province, established on December 16, 1998, and listed on January 5, 2001. The company specializes in the development, production, operation, and application of various isocyanate products and their derivatives, as well as polyurethane systems and additives [1] - The revenue composition of Wanhua Chemical is as follows: polyurethane series 40.58%, petrochemical series 38.43%, fine chemicals and new materials series 17.19%, others 12.46%, and additional 0.40% [1] Shareholder Insights - Huatai-PB Fund's Huatai-PB CSI 300 ETF (510300) is among the top ten circulating shareholders of Wanhua Chemical, having increased its holdings by 2.7124 million shares in Q2, totaling 33.5942 million shares, which represents 1.07% of the circulating shares. The estimated floating profit today is approximately 111 million CNY [2] - The Huatai-PB CSI 300 ETF was established on May 4, 2012, with a current scale of 374.704 billion CNY. Year-to-date returns are 15.77%, ranking 2865 out of 4222 in its category; the one-year return is 40.02%, ranking 2291 out of 3795; and since inception, the return is 107.15% [2] Fund Performance - The fund manager of Huatai-PB CSI 300 ETF is Liu Jun, who has a tenure of 16 years and 101 days. The total asset size under management is 466.972 billion CNY, with the best fund return during his tenure being 136.82% and the worst being -45.64% [3] - Another fund, the "Beautiful 50" (561500), also holds Wanhua Chemical as a significant position, with 42,500 shares, accounting for 4.19% of the fund's net value. The estimated floating profit today is around 140,700 CNY [4] - The "Beautiful 50" fund was established on June 17, 2021, with a current scale of 55.0954 million CNY. Year-to-date returns are 27.87%, ranking 1312 out of 4222; the one-year return is 50.37%, ranking 1701 out of 3795; and since inception, it has a loss of 18.74% [4] Fund Manager Insights - The fund manager of "Beautiful 50" is Tan Hongxiang, with a tenure of 4 years and 184 days. The total asset size under management is 27.342 billion CNY, with the best fund return during his tenure being 79.68% and the worst being -37.2% [5]