Group 1 - The core viewpoint of the news is that 聚和材料 (Juhua Materials) has seen a significant increase in its stock price, rising by 5.01% to 60.95 CNY per share, with a trading volume of 689 million CNY and a turnover rate of 6.51%, resulting in a total market capitalization of 14.752 billion CNY [1] - Juhua Materials, established on August 24, 2015, and listed on December 9, 2022, is primarily engaged in the research, production, and sales of new electronic pastes, with 99.83% of its revenue coming from photovoltaic conductive silver paste and other products [1] Group 2 - From the perspective of fund holdings, 华夏基金 (China Asset Management) has a fund that heavily invests in Juhua Materials, specifically 华夏清洁能源龙头混合发起式A (018918), which reduced its holdings by 20,400 shares in the second quarter, now holding 50,400 shares, accounting for 3.71% of the fund's net value, making it the ninth largest holding [2] - The fund 华夏清洁能源龙头混合发起式A (018918) was established on August 22, 2023, with a latest scale of 39.8806 million CNY, achieving a year-to-date return of 16.01% and a one-year return of 21.13% [2] - The fund manager, 杨宇 (Yang Yu), has been in the position for 3 years and 360 days, managing a total asset scale of 8.516 billion CNY, with the best fund return during his tenure being 33.18% [2]
聚和材料股价涨5.01%,华夏基金旗下1只基金重仓,持有5.04万股浮盈赚取14.68万元