Core Viewpoint - Huayou Cobalt Co., Ltd. has seen a stock price increase of 5.03%, reaching 61.13 CNY per share, with a trading volume of 3.746 billion CNY and a market capitalization of 115.908 billion CNY as of November 25 [1] Company Overview - Huayou Cobalt, established on May 22, 2002, and listed on January 29, 2015, is located in Tongxiang Economic Development Zone, Zhejiang Province. The company specializes in the research and manufacturing of new energy lithium battery materials and cobalt new materials [1] - The revenue composition of Huayou Cobalt includes: nickel products (34.54%), cathode materials (16.28%), trading and others (15.55%), nickel intermediates (14.91%), copper products (5.95%), ternary precursors (5.25%), lithium products (4.18%), and cobalt products (3.33%) [1] Fund Holdings - One fund under Dongzheng Asset Management holds a significant position in Huayou Cobalt. The Dongfanghong Industrial Upgrade Mixed Fund (000619) held 1.3773 million shares in the third quarter, accounting for 3.02% of the fund's net value, ranking as the tenth largest holding. The estimated floating profit from this position is approximately 4.0355 million CNY [2] - The Dongfanghong Industrial Upgrade Mixed Fund (000619) was established on June 6, 2014, with a current scale of 3.007 billion CNY. Year-to-date returns are 20.57%, ranking 3442 out of 8136 in its category; the one-year return is 23.14%, ranking 3190 out of 8058; and since inception, the return is 326.2% [2] Fund Manager Information - The fund managers of Dongfanghong Industrial Upgrade Mixed Fund (000619) are Miao Yu and Wang Zhuo. Miao Yu has a tenure of 10 years and 290 days, managing assets totaling 11.576 billion CNY, with the best fund return during his tenure being 194.53% and the worst being -24.91% [3] - Wang Zhuo has a tenure of 2 years and 296 days, managing assets of 3.007 billion CNY, with the best fund return during his tenure being 24.18% and the worst being -11.61% [3]

Core Insights - Huayou Cobalt Co., Ltd. experienced a 5.05% increase in stock price, reaching 65.97 CNY per share, with a trading volume of 4.603 billion CNY and a turnover rate of 3.76%, resulting in a total market capitalization of 125.295 billion CNY [1] Company Overview - Huayou Cobalt, established on May 22, 2002, and listed on January 29, 2015, is located in the Tongxiang Economic Development Zone, Zhejiang Province. The company specializes in the research and manufacturing of new energy lithium battery materials and cobalt new materials [1] - The revenue composition of Huayou Cobalt includes: nickel products (34.54%), cathode materials (16.28%), trading and others (15.55%), nickel intermediates (14.91%), copper products (5.95%), ternary precursors (5.25%), lithium products (4.18%), and cobalt products (3.33%) [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Chuangjin Hexin holds a significant position in Huayou Cobalt. The Chuangjin Hexin Resource Theme Selected Stock A (003624) held 638,400 shares in the third quarter, accounting for 5.14% of the fund's net value, making it the fourth-largest holding. The estimated floating profit for today is approximately 2.0237 million CNY [2] - The Chuangjin Hexin Resource Theme Selected Stock A (003624) was established on November 2, 2016, with a current scale of 372 million CNY. Year-to-date returns are 67.61%, ranking 280 out of 4,216 in its category; the one-year return is 51.99%, ranking 710 out of 3,885; and since inception, the return is 276.33% [2] Fund Manager Performance - The fund managers for Chuangjin Hexin Resource Theme Selected Stock A (003624) are Li You and Huang Chao. Li You has a cumulative tenure of 9 years, managing assets totaling 4.582 billion CNY, with the best fund return during his tenure being 262.31% and the worst being -42.15% [3] - Huang Chao has a cumulative tenure of 2 years and 173 days, managing assets totaling 819 million CNY, with the best fund return during his tenure being 61.64% and the worst being 59.67% [3]

Core Insights - Huayou Cobalt experienced a 1.47% decline in stock price on October 22, with a trading volume of 3.056 billion yuan and a net financing outflow of 401.51 million yuan [1] - The company reported a significant increase in revenue and net profit for the first nine months of 2025, with revenue reaching 58.941 billion yuan, up 29.57% year-on-year, and net profit of 4.216 billion yuan, up 39.59% year-on-year [2] - Huayou Cobalt has a high financing balance, with 54.07 billion yuan, representing 4.65% of its market capitalization, indicating a strong position in the market [1] Financing and Trading Activity - On October 22, Huayou Cobalt had a financing buy amount of 397 million yuan and a financing repayment of 401 million yuan, resulting in a net financing outflow [1] - The total financing and securities lending balance for Huayou Cobalt reached 5.415 billion yuan, with the financing balance exceeding the 90th percentile of the past year [1] - The company had a securities lending balance of 823.88 million yuan, which is above the 80th percentile of the past year [1] Shareholder and Dividend Information - As of September 30, 2025, Huayou Cobalt had 257,100 shareholders, an increase of 31.78%, while the average number of circulating shares per shareholder decreased by 15.22% to 7,328 shares [2] - The company has distributed a total of 3.876 billion yuan in dividends since its A-share listing, with 2.835 billion yuan distributed in the last three years [3] - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with some increasing and others decreasing their holdings [3]

Group 1 - The core viewpoint of the news is that Huayou Cobalt experienced a decline of 5.02% in its stock price, reaching 47.70 yuan per share, with a trading volume of 3.982 billion yuan and a turnover rate of 4.85%, resulting in a total market capitalization of 81.164 billion yuan [1] - Huayou Cobalt, established on May 22, 2002, and listed on January 29, 2015, specializes in the research and manufacturing of new energy lithium battery materials and cobalt new materials [1] - The company's main business revenue composition includes nickel products (34.54%), cathode materials (16.28%), trade and others (15.55%), nickel intermediates (14.91%), copper products (5.95%), ternary precursors (5.25%), lithium products (4.18%), and cobalt products (3.33%) [1] Group 2 - From the perspective of fund holdings, Huayou Cobalt is a top ten heavy stock for Huian Fund, with its Huian Quantitative Pioneer Mixed A fund (007775) reducing its holdings by 3,500 shares in the second quarter, now holding 20,000 shares, which accounts for 4.5% of the fund's net value [2] - The Huian Quantitative Pioneer Mixed A fund has a current scale of 10.3843 million yuan and has achieved a return of 42.04% this year, ranking 1308 out of 8184 in its category [2] - The fund manager, Yang Kunhe, has been in position for 3 years and 342 days, with the fund's total asset scale at 12.3 million yuan, achieving a best return of 28.7% and a worst return of -14.85% during his tenure [3]