Core Insights - Tengyuan Cobalt Industry Co., Ltd. experienced a stock price increase of 5.14% on September 29, reaching 72.23 CNY per share, with a trading volume of 466 million CNY and a turnover rate of 2.29%, resulting in a total market capitalization of 21.287 billion CNY [1] Company Overview - Tengyuan Cobalt Industry, established on March 26, 2004, and listed on March 17, 2022, is located in the Gannan High-tech Industrial Development Zone, Jiangxi Province. The company specializes in the production of hazardous chemicals, fertilizers, non-ferrous metal smelting, basic chemical raw materials, recycling of used power batteries for electric vehicles, and manufacturing of new building materials [1] - The revenue composition of the company includes cobalt products (47.56%), copper products (44.39%), and other products (8.05%) [1] Fund Holdings - Silver Hua Fund has a significant holding in Tengyuan Cobalt Industry, with its Silver Hua Growth Mixed Fund (161838) increasing its stake by 24,000 shares in the second quarter, bringing the total to 293,800 shares, which accounts for 5.87% of the fund's net value, ranking it as the seventh-largest holding [2] - The fund has achieved a year-to-date return of 23.3%, ranking 3965 out of 8244 in its category, and a one-year return of 64.22%, ranking 1468 out of 8080 [2] Fund Manager Performance - The fund managers, Liu Hui and Wang Ligang, have tenures of 8 years and 5 years respectively. Liu Hui's fund has a total asset size of 3.159 billion CNY with a best return of 123.69% and a worst return of -20.14% during his tenure [3] - Wang Ligang manages a fund with a total asset size of 3.281 billion CNY, achieving a best return of 27.62% and a worst return of -20.14% during his tenure [3]
腾远钴业股价涨5.14%，银华基金旗下1只基金重仓，持有29.38万股浮盈赚取103.73万元