Yahua Group(SZ:002497) Xin Lang Cai Jing·2026-01-23 06:37Core Viewpoint - Yahua Group's stock price increased by 5.08% to 25.84 CNY per share, with a trading volume of 1.311 billion CNY and a turnover rate of 4.88%, resulting in a total market capitalization of 29.782 billion CNY [1] Company Overview - Sichuan Yahua Industrial Group Co., Ltd. is located in Chengdu, Sichuan Province, and was established on December 25, 2001, with its listing date on November 9, 2010 [1] - The company operates in two main business segments: lithium business and civil explosives, with civil explosives further divided into production, blasting, and transportation services [1] - The revenue composition of the main business includes lithium salt products at 51.54%, civil explosive products and blasting services at 42.81%, and transportation services at 5.66% [1] Shareholder Information - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Yahua Group, having reduced its holdings by 95,400 shares in the third quarter, now holding 10.5386 million shares, which accounts for 1% of circulating shares [2] - The estimated floating profit from this position is approximately 13.1732 million CNY [2] Fund Performance - The Southern CSI 1000 ETF (512100) has a total asset size of 78.996 billion CNY, with a year-to-date return of 9.38%, ranking 1624 out of 5546 in its category, and a one-year return of 43.79%, ranking 1722 out of 4261 [2] - The fund has achieved a cumulative return of 25.09% since its inception on September 29, 2016 [2] Fund Holdings - The Southern Cycle Optimal Mixed Fund A (021711) holds 126,800 shares of Yahua Group, representing 4.08% of the fund's net value, making it the seventh-largest holding [4] - The estimated floating profit from this position is around 158,500 CNY [4] Fund Manager Information - The fund manager of Southern Cycle Optimal Mixed Fund A is Bao Yuchen, who has been in the position for 1 year and 127 days, managing a total asset size of 76.9868 million CNY [5] - During his tenure, the best fund return achieved was 71.05%, while the worst return was 69.69% [5]