WXSJ(SH:603185) Xin Lang Cai Jing·2025-11-28 02:46Core Viewpoint - Hongyuan Green Energy's stock rose by 5.4% to 30.85 CNY per share, with a trading volume of 602 million CNY and a market capitalization of 21.073 billion CNY, indicating strong market interest in the company [1] Company Overview - Hongyuan Green Energy Co., Ltd. is located in Wuxi, Jiangsu Province, established on September 28, 2002, and listed on December 28, 2018. The company primarily engages in the research, production, and sales of precision machine tools and monocrystalline silicon materials [1] - The revenue composition of the company is as follows: 94.43% from the photovoltaic silicon industry chain, 3.64% from other supplementary businesses, and 1.93% from equipment and other businesses [1] Shareholder Analysis - Among the top ten circulating shareholders of Hongyuan Green Energy, a fund under Huatai-PB ranked first. The Photovoltaic ETF (515790) reduced its holdings by 89,200 shares in the third quarter, now holding 4.6363 million shares, which is 0.68% of the circulating shares. The estimated floating profit today is approximately 7.3253 million CNY [2] - The Photovoltaic ETF (515790) was established on December 7, 2020, with a latest scale of 13.976 billion CNY. Year-to-date returns are 24.75%, ranking 1795 out of 4206 in its category; the one-year return is 13.34%, ranking 2959 out of 4008; and since inception, it has a loss of 5.43% [2] Fund Manager Performance - The fund managers of the Photovoltaic ETF (515790) are Li Qian and Li Mu Yang. As of the report, Li Qian has a cumulative tenure of 6 years and 26 days, managing assets totaling 44.052 billion CNY, with the best fund return during her tenure being 87.73% and the worst being -18.35% [3] - Li Mu Yang has a cumulative tenure of 4 years and 328 days, managing assets totaling 29.768 billion CNY, with the best fund return during his tenure being 130.74% and the worst being -41.8% [3] Top Holdings Analysis - Huatai-PB's fund, Basic Selection A (007306), holds 141,600 shares of Hongyuan Green Energy, accounting for 4.31% of the fund's net value, ranking as the ninth largest holding. The estimated floating profit today is approximately 223,700 CNY [4] - Basic Selection A (007306) was established on June 5, 2019, with a latest scale of 51.0891 million CNY. Year-to-date returns are 16.55%, ranking 4429 out of 8127 in its category; the one-year return is also 16.55%, ranking 4412 out of 8059; and since inception, it has a return of 47.23% [4] Fund Manager of Basic Selection A - The fund manager of Basic Selection A (007306) is Tan Xiao. As of the report, Tan has a cumulative tenure of 2 years and 121 days, managing assets totaling 21.1 million CNY, with the best fund return during his tenure being 28.55% and the worst being 17% [5]