HY(SH:601020) Xin Lang Cai Jing·2025-11-03 02:12Core Viewpoint - Huayu Mining's stock price dropped by 5.08% to 28.21 CNY per share, with a trading volume of 538 million CNY and a market capitalization of 23.131 billion CNY as of November 3 [1] Company Overview - Tibet Huayu Mining Co., Ltd. is located in Lhasa Economic and Technological Development Zone, established on October 22, 2002, and listed on March 16, 2016. The company specializes in non-ferrous metal mining, mineral processing, geological exploration, and trading [1] - The revenue composition of the company includes: 45.30% from self-produced gold abroad, 33.37% from domestic lead-antimony concentrate (including silver), 14.87% from domestic zinc concentrate, 5.63% from self-produced antimony abroad, 0.54% from other sources, and 0.30% from domestic copper concentrate [1] Shareholder Analysis - Dazhong Fund's Dazhong New Industry Mixed A (090018) entered the top ten circulating shareholders of Huayu Mining in the third quarter, holding 7.0312 million shares, which is 0.86% of the circulating shares. The estimated floating loss today is approximately 10.6171 million CNY [2] - Dazhong New Industry Mixed A was established on March 20, 2012, with a latest scale of 4.447 billion CNY. Year-to-date return is 38.14%, ranking 2061 out of 8223 in its category; the one-year return is 30.19%, ranking 2790 out of 8115; and since inception, the return is 876.42% [2] Fund Performance - Dazhong Core Trend Mixed A (012519) holds 1.1242 million shares of Huayu Mining, accounting for 3.9% of the fund's net value, ranking as the ninth largest holding. The estimated floating loss today is about 1.6975 million CNY [4] - Dazhong Core Trend Mixed A was established on June 30, 2021, with a latest scale of 639 million CNY. Year-to-date return is 55.81%, ranking 693 out of 8223; the one-year return is 45.14%, ranking 1263 out of 8115; and since inception, the return is 42.05% [4]