WOER(SZ:002130) Xin Lang Cai Jing·2025-09-11 06:43Core Viewpoint - On September 11, Walden Materials saw a 5.02% increase in stock price, reaching 24.88 CNY per share, with a trading volume of 2.523 billion CNY and a turnover rate of 9.12%, resulting in a total market capitalization of 31.346 billion CNY [1] Company Overview - Walden Materials, established on June 19, 1998, and listed on April 20, 2007, is located in Shenzhen, Guangdong Province. The company specializes in the research, development, manufacturing, and sales of polymer radiation-modified new materials and a series of electronic, electrical, and wire products. It is also involved in the development and operation of wind power generation, as well as investments in the new energy vehicle and intelligent manufacturing sectors [1] - The revenue composition of Walden Materials includes: electronic materials (33.79%), communication cables (31.58%), new energy vehicle products (18.06%), electrical products (12.34%), others (2.22%), and wind power generation (2.02%) [1] Fund Holdings - From the perspective of major fund holdings, one fund under Huaxi Fund has a significant position in Walden Materials. The Huaxi Preferred Value Mixed Fund (019747) held 37,800 shares in the second quarter, accounting for 3.89% of the fund's net value, making it the ninth-largest holding. The estimated floating profit for today is approximately 45,000 CNY [2] - The Huaxi Preferred Value Mixed Fund was established on November 9, 2023, with a latest scale of 23.148 million CNY. Year-to-date returns stand at 11.34%, ranking 5427 out of 8175 in its category; the one-year return is 44.83%, ranking 3281 out of 7982; and since inception, the return is 10.61% [2] Fund Manager Information - The fund managers of Huaxi Preferred Value Mixed Fund are Li Bengang and Wang Ningshan. As of the report date, Li Bengang has a cumulative tenure of 13 years and 11 days, with the fund's total asset size at 23.1477 million CNY. His best fund return during the tenure is 281.72%, while the worst is -2.3% [3] - Wang Ningshan has a cumulative tenure of 199 days, with the same total asset size of 23.1477 million CNY. His best and worst fund return during the tenure is -0.31% [3]