Lily Group(SH:603823) Xin Lang Cai Jing·2025-11-21 02:56Core Viewpoint - The stock of Baihehua fell by 5.01% to 14.79 CNY per share, with a trading volume of 84.91 million CNY and a turnover rate of 1.36%, resulting in a total market capitalization of 6.158 billion CNY [1] Company Overview - Baihehua Group Co., Ltd. is located in Hangzhou, Zhejiang Province, established on August 11, 1995, and listed on December 20, 2016. The company specializes in the research, production, sales, and service of organic pigments, intermediates, and pearlescent pigments [1] - The revenue composition of the main business includes pigments at 89.33%, intermediates at 9.60%, and others at 1.06% [1] Shareholder Information - Southern Fund's Southern Zhihong Mixed A (020645) fund entered the top ten circulating shareholders of Baihehua in the third quarter, holding 2.1788 million shares, which accounts for 0.53% of the circulating shares. The estimated floating loss today is approximately 1.6994 million CNY [2] - The fund was established on August 2, 2024, with a latest scale of 325 million CNY. Year-to-date returns are 28.44%, ranking 2651 out of 8136 in its category; the one-year return is 31.3%, ranking 1896 out of 8056; and since inception, the return is 45.26% [2] Fund Manager Information - The fund manager of Southern Zhihong Mixed A is Jin Lanfeng, who has been in the position for 4 years and 186 days. The total asset scale of the fund is 1.589 billion CNY, with the best fund return during the tenure being 49.18% and the worst being 6.71% [3] Fund Holdings - Southern Zhihong Mixed A holds 2.1788 million shares of Baihehua, representing 4.27% of the fund's net value, making it the third-largest holding. The estimated floating loss today is approximately 1.6994 million CNY [4]