申万菱信上证G60创新ETF（510770）基金经理为王赟杰。 截至发稿，王赟杰累计任职时间5年187天，现任基金资产总规模51.66亿元，任职期间最佳基金回报 69.03%， 任职期间最差基金回报-25.51%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 1月23日，华友钴业涨5.11%，截至发稿，报78.33元/股，成交44.23亿元，换手率3.07%，总市值1485.71 亿元。 资料显示，浙江华友钴业股份有限公司位于浙江省桐乡经济开发区二期梧振东路18号，成立日期2002年 5月22日，上市日期2015年1月29日，公司主营业务涉及新能源锂电材料和钴新材料产品的研发制造。主 营业务收入构成为：镍产品34.54%，正极材料16.28%，贸易及其他 ...

Core Viewpoint - Huayou Cobalt experienced a decline of 1.46% on January 20, with a trading volume of 4.058 billion yuan, indicating a significant market activity and investor interest in the stock [1]. Financing Summary - On January 20, Huayou Cobalt had a financing buy amount of 478 million yuan and a repayment of 386 million yuan, resulting in a net financing purchase of approximately 91.85 million yuan [1]. - The total financing and securities lending balance for Huayou Cobalt reached 4.219 billion yuan as of January 20, with the financing balance accounting for 2.98% of the circulating market value, which is above the 70th percentile of the past year [1]. - In terms of securities lending, 5,400 shares were repaid and 8,600 shares were sold on January 20, with a selling amount of approximately 645,300 yuan, indicating a high level of activity in this area as well [1]. Company Performance - As of September 30, Huayou Cobalt had 257,100 shareholders, an increase of 31.78% from the previous period, while the average circulating shares per person decreased by 15.22% to 7,328 shares [2]. - For the period from January to September 2025, Huayou Cobalt reported a revenue of 58.941 billion yuan, representing a year-on-year growth of 29.57%, and a net profit attributable to shareholders of 4.216 billion yuan, which is a 39.59% increase year-on-year [2]. Dividend Information - Since its A-share listing, Huayou Cobalt has distributed a total of 3.876 billion yuan in dividends, with 2.835 billion yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, among the top ten circulating shareholders of Huayou Cobalt, Hong Kong Central Clearing Limited is the second-largest shareholder with 148 million shares, a decrease of 1.6723 million shares from the previous period [3]. - Huatai-PineBridge CSI 300 ETF is the fourth-largest shareholder with 23.4121 million shares, down by 843,100 shares, while E Fund CSI 300 ETF increased its holdings by 840,100 shares to 18.1417 million shares [3]. - New institutional shareholders include GF National Index New Energy Vehicle Battery ETF with 16.4181 million shares and Southern CSI Shenwan Nonferrous Metals ETF with 11.9549 million shares [3].

Group 1 - The core viewpoint of the news is that Huayou Cobalt Co., Ltd. has shown a positive stock performance, with a 1.06% increase in share price, reaching 65.81 yuan per share, and a total market capitalization of 124.82 billion yuan [1] - Huayou Cobalt's main business involves the research and manufacturing of new energy lithium battery materials and cobalt new materials, with revenue composition including nickel products (34.54%), cathode materials (16.28%), and other segments [1] - The company is located in the Tongxiang Economic Development Zone, Zhejiang Province, and was established on May 22, 2002, with its listing date on January 29, 2015 [1] Group 2 - The fund "Shangyin Fengyi Mixed A" holds a significant position in Huayou Cobalt, with 16,000 shares representing 1.13% of the fund's net value, making it the sixth-largest holding [2] - The fund has achieved a year-to-date return of 27.83% and ranks 3,387 out of 8,087 in its category, with a one-year return of 26.36% [2] - The fund manager, Gao Yong, has a tenure of 9 years and 6 days, with the fund's total asset size at 93.47 million yuan [3]

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]