Core Insights - Tengyuan Cobalt Industry experienced a decline of 5.04% on October 14, with a stock price of 73.48 yuan per share and a trading volume of 562 million yuan, resulting in a total market capitalization of 21.656 billion yuan [1] Company Overview - Tengyuan Cobalt Industry Co., Ltd. is located in Ganzhou, Jiangxi Province, and was established on March 26, 2004, with its listing date on March 17, 2022 [1] - The company's 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 manufacturing of new building materials [1] - The revenue composition of the company 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 Industry, with its Silver Hua Growth Mixed Fund (161838) increasing its stake by 24,000 shares in the second quarter, holding a total of 293,800 shares, which represents 5.87% of the fund's net value [2] - The fund has reported a floating loss of approximately 1.146 million yuan as of the current date [2] Fund Manager Performance - The fund managers of Silver Hua Growth Mixed Fund are Liu Hui and Wang Ligang, with Liu Hui having a tenure of 8 years and 216 days, achieving a best fund return of 142.12% during his tenure [3] - Wang Ligang has a tenure of 5 years and 290 days, with a best fund return of 38.14% during his management [3]
腾远钴业股价跌5.04%，银华基金旗下1只基金重仓，持有29.38万股浮亏损失114.6万元