CNRE(SH:600111) Xin Lang Cai Jing·2025-10-30 05:27Core Insights - Northern Rare Earth's stock increased by 5.13% to 54.48 CNY per share, with a trading volume of 8.596 billion CNY and a turnover rate of 4.50%, resulting in a total market capitalization of 196.949 billion CNY [1] Company Overview - Northern Rare Earth (Group) High-Tech Co., Ltd. is located in Baotou City, Inner Mongolia, and was established on September 12, 1997, with its listing date on September 24, 1997 [1] - The company's main business includes rare earth raw materials, functional materials, and some terminal application products [1] - Revenue composition: production business segment 132.93%, functional materials and application products segment 31.31%, trading business segment 27.24%, and environmental industry and others 4.01% [1] Fund Holdings - Huashan Fund has a significant holding in Northern Rare Earth, with the Huashan CSI Nonferrous Metals Mining Theme Index Fund A (022083) increasing its stake by 103,900 shares in Q3, totaling 149,300 shares, representing 7.47% of the fund's net value, making it the second-largest holding [2] - The fund has achieved a year-to-date return of 83.82%, ranking 63 out of 4,216 in its category, and a one-year return of 69.39%, ranking 184 out of 3,885 [2] - The fund manager, Xu Zhiyan, has a tenure of 17 years and 193 days, with the fund's total asset size at 156.429 billion CNY and a best return of 223.88% during his tenure [2]