Hanvo Safety(SZ:300952) Xin Lang Cai Jing·2025-09-10 05:15Core Viewpoint - Henghui Security has experienced a significant stock price increase, with a 5.16% rise on September 10, reaching 30.95 CNY per share, and a total market capitalization of 5.342 billion CNY [1] Company Overview - Jiangsu Henghui Security Co., Ltd. was established on April 15, 2004, and went public on March 11, 2021. The company specializes in the research, production, and sales of hand safety protective products [1] - The main revenue composition includes functional safety gloves (95.45%), ultra-high molecular weight polyethylene fibers (3.47%), ordinary safety gloves and other protective products (0.82%), and others (0.26%) [1] Fund Holdings - Guodu Securities has a fund that heavily invests in Henghui Security. The Guodu Innovation Drive Fund (002020) held 7,000 shares in the second quarter, accounting for 2.04% of the fund's net value, ranking as the ninth largest holding [2] - The fund has generated a floating profit of approximately 10,600 CNY today, with a total floating profit of 22,500 CNY during the three-day price increase [2] Fund Manager Performance - The fund managers of Guodu Innovation Drive include Liao Xiaodong, Zhang Xiaolei, and Wang Yi, with varying tenures and performance records [3] - Liao Xiaodong has a tenure of 5 years and 120 days, with the best fund return of -24.14% and the worst of -65.64% [3] - Zhang Xiaolei has a tenure of 6 years and 270 days, achieving the best fund return of 80.09% and the worst of -23.64% [3] - Wang Yi has a tenure of 4 years and 88 days, with the best fund return of 32.27% and the worst of -31.14% [3]