LFBC(SZ:002513) Xin Lang Cai Jing·2025-11-18 06:52Core Points - On November 18, Lanfeng Biochemical experienced a decline of 5.18%, trading at 8.78 CNY per share, with a transaction volume of 521 million CNY and a turnover rate of 21.20%, resulting in a total market capitalization of 3.122 billion CNY [1] Company Overview - Jiangsu Lanfeng Biochemical Co., Ltd. is located at No. 2 Ningxia Road, Xinyi Economic Development Zone, Jiangsu, and was established on October 11, 1990, with its listing date on December 3, 2010 [1] - The company's main business includes the production and sales of pesticide active ingredients and formulations, as well as fine chemical intermediates and pharmaceutical manufacturing [1] - The revenue composition of the main business is as follows: battery cells 43.84%, modules 31.70%, pesticide active ingredients and formulations 17.20%, sulfuric acid 4.09%, other photovoltaic businesses 1.85%, and other agricultural chemical products 1.32% [1] Fund Holdings - From the perspective of the top ten holdings of funds, one fund under Guotai Fund has a significant position in Lanfeng Biochemical. Guotai Juzi Quantitative Stock Selection Mixed Fund A (023386) held 8,400 shares in the third quarter, accounting for 0.87% of the fund's net value, making it the largest holding [2] - The estimated floating loss for the fund today is approximately 4,032 CNY [2] - Guotai Juzi Quantitative Stock Selection Mixed Fund A was established on September 2, 2025, with a latest scale of 9.0448 million CNY and a cumulative return of 10.9% since inception [2] - The fund manager, Wu Kefa, has been in position for 2 years and 166 days, with the total asset scale of 2.092 billion CNY, achieving the best fund return of 63.35% and the worst return of -17.64% during his tenure [2]