Yunnan Germanium(SZ:002428) Xin Lang Cai Jing·2026-01-12 01:56Core Viewpoint - Yunnan Germanium Co., Ltd. has seen a significant stock price increase of 25.79% over the past four days, with a current price of 40.89 CNY per share and a market capitalization of 26.706 billion CNY [1] Group 1: Company Overview - Yunnan Germanium Co., Ltd. was established on August 19, 1998, and listed on June 8, 2010 [1] - The company specializes in germanium mining, pyrometallurgical enrichment, hydrometallurgical purification, zone melting refining, deep processing, and research and development [1] - Main products include zone-melted germanium ingots, infrared-grade germanium single crystals (optical components), and germanium lenses [1] - The primary application fields for the company's products are infrared optics and solar cells [1] Group 2: Revenue Composition - The revenue composition of Yunnan Germanium's main business is as follows: - Material-grade germanium products: 29.26% - Photovoltaic-grade germanium products: 23.34% - Optical fiber-grade germanium products: 21.98% - Infrared-grade germanium products: 12.45% - Compound semiconductor materials: 10.54% - Others: 2.44% [1] Group 3: Shareholder Information - Among the top circulating shareholders, Huaxia Fund holds a position in Yunnan Germanium, with Huaxia CSI 1000 ETF (159845) reducing its holdings by 5,500 shares in the third quarter, now holding 2.8394 million shares, representing 0.43% of circulating shares [2] - The ETF has realized a floating profit of approximately 5.5937 million CNY today and 22.6587 million CNY during the four-day price increase [2] Group 4: Fund Manager Profile - The fund manager of Huaxia CSI 1000 ETF (159845) is Zhao Zongting, who has been in the position for 8 years and 273 days [3] - The total asset size of the fund is 355.865 billion CNY, with the best fund return during Zhao's tenure being 122.22% and the worst being -32.63% [3]