DFD(SZ:002407) Xin Lang Cai Jing·2025-11-05 05:40Group 1 - The core point of the news is the performance and market position of Duofuduo New Materials Co., Ltd., which saw a stock price increase of 5.1% to 29.25 CNY per share, with a trading volume of 4.21 billion CNY and a market capitalization of 34.82 billion CNY as of November 5 [1] - Duofuduo's main business includes lithium hexafluorophosphate and electronic chemicals, lithium-ion batteries, new energy vehicles, and inorganic fluorides, with revenue composition as follows: new energy materials 34.97%, fluorine-based new materials 30.39%, new energy batteries 25.30%, electronic information materials 5.55%, and others 3.80% [1] Group 2 - From the perspective of major circulating shareholders, Penghua Fund's ETF, Penghua CSI Sub-Industry Chemical Theme ETF Link A (014942), entered the top ten circulating shareholders of Duofuduo in the third quarter, holding 17.83 million shares, accounting for 1.65% of circulating shares, with an estimated floating profit of approximately 25.32 million CNY [2] - The Penghua CSI Sub-Industry Chemical Theme ETF Link A was established on March 8, 2022, with a latest scale of 728.09 million CNY, achieving a year-to-date return of 21.33% and a one-year return of 17.4% [2]