THXN(SZ:300390) Xin Lang Cai Jing·2026-02-05 02:29Core Viewpoint - Tianhua New Energy experienced a decline of 5.05% on February 5, with a stock price of 46.48 yuan per share and a total market capitalization of 38.613 billion yuan [1] Company Overview - Suzhou Tianhua New Energy Technology Co., Ltd. was established on November 13, 1997, and listed on July 31, 2014. The company is located at 99 Shuangma Street, Suzhou Industrial Park, Jiangsu Province [1] - The main business involves the production and sales of new energy lithium battery materials, anti-static ultra-clean technology products, and medical devices. The revenue composition is as follows: lithium battery materials account for 99.10%, while other products contribute 0.90% [1] Shareholder Analysis - Southern Fund's Southern CSI 500 ETF (510500) is among the top ten circulating shareholders of Tianhua New Energy, having reduced its holdings by 187,100 shares in the third quarter, now holding 8.4458 million shares, which is 1.26% of the circulating shares. The estimated floating loss today is approximately 20.861 million yuan [2] - The Southern CSI 500 ETF was established on February 6, 2013, with a current size of 144.69 billion yuan. Year-to-date returns are 11.19%, ranking 482 out of 5566 in its category, while the one-year return is 51.04%, ranking 1152 out of 4285 [2] Fund Holdings - The Southern Growth Enterprise Board Mid-cap 200 ETF (159270) holds 43,400 shares of Tianhua New Energy, representing 1.75% of the fund's net value, making it the second-largest holding. The estimated floating loss today is about 107,200 yuan [3] - This fund was established on July 16, 2025, with a current size of 1.35 billion yuan. Year-to-date returns are 6.5%, ranking 1901 out of 5566, while the since inception return is 21.31% [3]