Tongyu Heavy(SZ:300185) Xin Lang Cai Jing·2025-10-22 05:36Group 1 - The core point of the article highlights the recent performance of Tongyu Heavy Industry, which saw a 5.26% increase in stock price, reaching 3.20 CNY per share, with a trading volume of 532 million CNY and a turnover rate of 4.60%, resulting in a total market capitalization of 12.47 billion CNY [1] - Tongyu Heavy Industry, established on May 25, 2002, and listed on March 8, 2011, is located in the Yucheng National High-tech Industrial Development Zone in Dezhou, Shandong Province. The company specializes in the research, production, and sales of large forged products, forming a complete industrial chain that includes large forging blank preparation, casting and forging, heat treatment, and design and manufacturing of large complete sets of equipment [1] - The main business revenue composition of Tongyu Heavy Industry includes: other forgings 23.60%, castings 17.46%, modular wind power equipment 17.16%, wind power main shafts (including forged and cast main shafts) 13.43%, energy revenue 9.35%, powder metallurgy products 7.16%, structural components and complete sets of equipment (including metallurgical equipment and nuclear power business) 5.83%, forgings 5.43%, others 0.56%, and trading revenue 0.01% [1] Group 2 - From the perspective of major fund holdings, data shows that one fund under Caitong Fund has a significant position in Tongyu Heavy Industry. The Caitong Advanced Manufacturing Select Mixed Fund A (019612) held 188,800 shares in the second quarter, accounting for 2.52% of the fund's net value, ranking as the ninth largest holding. The estimated floating profit today is approximately 30,200 CNY [2] - The Caitong Advanced Manufacturing Select Mixed Fund A (019612) was established on May 29, 2024, with a latest scale of 18.6264 million CNY. Year-to-date returns are 33.56%, ranking 2303 out of 8160 in its category; the one-year return is 33.91%, ranking 2014 out of 8026; and since inception, the return is 41.77% [2] Group 3 - The fund managers of Caitong Advanced Manufacturing Select Mixed Fund A (019612) are Zhu Haidong and Gu Hongyuan. As of the report, Zhu Haidong has a cumulative tenure of 6 years and 101 days, with the current total fund assets of 1.478 billion CNY, achieving the best fund return of 63.31% and the worst return of -28.21% during his tenure. Gu Hongyuan has a cumulative tenure of 4 years and 151 days, with current fund assets of 484 million CNY, achieving the best fund return of 44.11% and the worst return of -23.03% during his tenure [3]