Group 1 - The core viewpoint of the news is that TBEA Co., Ltd. has seen a significant stock price increase of 5%, reaching 17.00 CNY per share, with a trading volume of 2.87 billion CNY and a market capitalization of 85.9 billion CNY [1] - TBEA's main business segments include power transmission and transformation, new energy, and energy-related services, with revenue contributions as follows: electrical equipment products 27.64%, coal products 18.27%, wires and cables 16.22%, new energy products and engineering 13.06%, power generation 7.16%, aluminum electronic materials and aluminum and alloy products 6.90%, transmission and transformation complete engineering 4.82%, and others 2.11% [1] Group 2 - From the perspective of fund holdings, one fund under China Ocean Fund has TBEA as a significant investment, specifically the China Ocean Environmental New Energy Mixed Fund (398051), which reduced its holdings by 183,700 shares in the second quarter, now holding 1.5 million shares, accounting for 2.47% of the fund's net value [2] - The China Ocean Environmental New Energy Mixed Fund (398051) has a total scale of 724 million CNY and has achieved a year-to-date return of 30.33%, ranking 2995 out of 8244 in its category [2]
特变电工股价涨5%,中海基金旗下1只基金重仓,持有150.13万股浮盈赚取121.61万元