Lily Group(SH:603823) Xin Lang Cai Jing·2025-11-07 07:33Core Viewpoint - On November 7, Baihehua's stock price dropped by 5.12%, reaching 17.22 CNY per share, with a trading volume of 657 million CNY and a turnover rate of 9.04%, resulting in a total market capitalization of 7.17 billion CNY [1]. Company Overview - Baihehua Group Co., Ltd. is located in Qiantang New District, Hangzhou, Zhejiang Province, established on August 11, 1995, and listed on December 20, 2016. The company's main business involves the research, production, sales, and service of organic pigments, intermediates, and pearlescent pigments. The revenue composition is as follows: pigments account for 89.33%, intermediates 9.60%, and others 1.06% [1]. Shareholder Information - Among Baihehua's top ten circulating shareholders, a fund under Southern Fund ranks as a significant holder. The Southern Zhihong Mixed A Fund (020645) entered the top ten circulating shareholders in the third quarter, holding 2.1788 million shares, which represents 0.53% of the circulating shares. The estimated floating loss today is approximately 2.0262 million CNY [2]. Fund Performance - The Southern Zhihong Mixed A Fund (020645) has a current scale of 325 million CNY. Year-to-date, it has achieved a return of 33.76%, ranking 2645 out of 8148 in its category. Over the past year, the return is 36.24%, ranking 1769 out of 8053. Since its inception, the fund has returned 51.28% [2]. - The fund manager, Jin Lanfeng, has been in the position for 4 years and 172 days, with a total asset scale of 1.589 billion CNY. The best return during his tenure is 51.28%, while the worst is 8.88% [2]. Fund Holdings - The Southern Zhihong Mixed A Fund (020645) has a significant position in Baihehua, holding 2.1788 million shares, which constitutes 4.27% of the fund's net value, making it the third-largest holding. The estimated floating loss today is approximately 2.0262 million CNY [3].