Company Overview - MGL (Tianjin Guoan MGL New Materials Technology Co., Ltd.) is located in Tianjin and was established on November 18, 2009. The company went public on August 9, 2023. Its main business involves the research, production, and sales of lithium battery cathode materials, primarily lithium cobalt oxide for consumer applications and ternary materials for power batteries. The revenue composition is 99.80% from lithium materials and 0.20% from other businesses [1]. Stock Performance - On October 10, MGL's stock price fell by 5.03%, closing at 26.83 CNY per share, with a trading volume of 383 million CNY and a turnover rate of 5.10%. The total market capitalization is 12.332 billion CNY [1]. Fund Holdings - MGL is a significant holding in the Zhongyou Absolute Return Strategy Regular Open Mixed Fund (002224), which held 35,000 shares in the second quarter, accounting for 1.7% of the fund's net value, ranking as the ninth largest holding. The estimated floating loss today is approximately 49,700 CNY [2]. Fund Manager Information - The fund manager for Zhongyou Absolute Return Strategy is Yao Yi, who has been in the position for 3 years and 12 days, managing assets totaling 3.522 billion CNY, with the best return during his tenure being 16.59%. The co-manager, Xing Rufeng, has been in the role for 40 days, managing 45.0603 million CNY, with a best return of 2.31% during his short tenure [3].
盟固利股价跌5.03%，中邮基金旗下1只基金重仓，持有3.5万股浮亏损失4.97万元