Core Insights - Tengyuan Cobalt's stock price increased by 5.04% on October 9, reaching 79.96 CNY per share, with a trading volume of 1.05 billion CNY and a turnover rate of 4.63%, resulting in a total market capitalization of 23.566 billion CNY. The stock has risen for three consecutive days, accumulating a total increase of 13.94% during this period [1] Company Overview - Tengyuan Cobalt Industry Co., Ltd. is located in Ganzhou, Jiangxi Province, and was established on March 26, 2004. The company went public on March 17, 2022. Its main business includes the production and sales of hazardous chemicals, fertilizers, non-ferrous metal smelting, basic chemical raw materials manufacturing, recycling of used power batteries for electric vehicles, and the production and sales of various building materials [1] - The revenue composition of Tengyuan Cobalt is as follows: cobalt products account for 47.56%, copper products for 44.39%, and other products for 8.05% [1] Fund Holdings - Silver Hua Fund has a significant holding in Tengyuan Cobalt, specifically through the Silver Hua Growth Mixed Fund (161838), which increased its holdings by 24,000 shares in the second quarter, bringing the total to 293,800 shares, representing 5.87% of the fund's net value. The estimated floating profit today is approximately 1.1284 million CNY, with a total floating profit of 2.7357 million CNY during the three-day increase [2] - The Silver Hua Growth Mixed Fund (161838) was established on August 7, 2020, with a current scale of 266 million CNY. Year-to-date returns are 27.73%, ranking 3,773 out of 8,238 in its category, while the one-year return is 27.67%, ranking 3,337 out of 8,082. Since its inception, the fund has experienced a loss of 17.27% [2] Fund Management - The fund managers of Silver Hua Growth Mixed Fund are Liu Hui and Wang Ligang. Liu Hui has a tenure of 8 years and 211 days, managing assets totaling 3.159 billion CNY, with the best fund return during his tenure being 136.39% and the worst being -17.27% [3] - Wang Ligang has a tenure of 5 years and 285 days, managing assets totaling 3.281 billion CNY, with the best fund return during his tenure being 34.87% and the worst also being -17.27% [3]
腾远钴业股价涨5.04%，银华基金旗下1只基金重仓，持有29.38万股浮盈赚取112.84万元