POCO(SZ:300811) Xin Lang Cai Jing·2025-11-04 02:25Group 1 - The core viewpoint of the news is that Placo New Materials Co., Ltd. has seen a significant stock price increase of 5.05%, reaching 83.55 CNY per share, with a total market capitalization of 24.213 billion CNY [1] - The company specializes in the research, production, and sales of metal soft magnetic powders, soft magnetic powder cores, and inductive components, contributing to energy-efficient and environmentally friendly operations in power electronic devices [1] - The main revenue composition of the company includes 96.69% from metal soft magnetic powder products, 3.07% from metal soft magnetic powders, and 0.25% from other business income [1] Group 2 - From the perspective of fund holdings, Southern Fund has a significant position in Placo New Materials, with the Southern Specialized and New Mixed A Fund holding 82,800 shares, accounting for 3.31% of the fund's net value [2] - The Southern Specialized and New Mixed A Fund has achieved a year-to-date return of 32.6% and a one-year return of 37.91%, ranking 2710 out of 8150 and 1997 out of 8043 respectively [2] - The fund manager, Luo An'an, has a tenure of over 10 years with a best fund return of 220.85%, while the co-manager, Lei Jiayuan, has a tenure of over 5 years with a best fund return of 80.11% [3]