Group 1 - The core viewpoint of the news is that沃尔核材 experienced a decline of 5.2% in its stock price, reaching 30.80 yuan per share, with a trading volume of 4.839 billion yuan and a turnover rate of 13.41%, resulting in a total market capitalization of 38.805 billion yuan [1] - The company, Shenzhen沃尔核材股份有限公司, was established on June 19, 1998, and listed on April 20, 2007. Its main business involves the research, development, manufacturing, and sales of polymer radiation-modified new materials and a series of electronic, power, and wire products [1] - The revenue composition of the company includes electronic materials (33.79%), communication cables (31.58%), new energy vehicle products (18.06%), power products (12.34%), other (2.22%), and wind power generation (2.02%) [1] Group 2 - From the perspective of major fund holdings, 华富基金 has one fund heavily invested in沃尔核材, specifically the 华富策略精选混合A (410006), which held 14,800 shares in the second quarter, accounting for 3.87% of the fund's net value, ranking as the eighth largest holding [2] - The 华富策略精选混合A fund was established on December 24, 2008, with a latest scale of 7.9819 million. Year-to-date returns are 19.18%, ranking 4541 out of 8244 in its category, while the one-year return is 39.98%, ranking 3299 out of 8080 [2] - The fund manager of 华富策略精选混合A is 邓翔, who has been in the position for 1 year and 181 days, with a total asset scale of 51.4812 million. The best fund return during his tenure is 24.5%, while the worst is -6.84% [3]

Group 1 - The core viewpoint of the news is that Shengda Resources has seen a significant increase in its stock price, rising by 5.04% to 22.72 CNY per share, with a trading volume of 785 million CNY and a turnover rate of 5.31%, resulting in a total market capitalization of 15.676 billion CNY [1] - Shengda Resources specializes in the production and sales of silver-lead concentrate and zinc concentrate, with its main business revenue composition being: lead concentrate (including silver) 46.04%, non-ferrous metal trading 23.91%, zinc concentrate (including silver) 20.44%, renewable metal 5.26%, silver ingots 2.28%, others 1.05%, and gold 1.02% [1] Group 2 - From the perspective of fund holdings, Huafu Fund has a significant position in Shengda Resources, with its Huafu Strategy Selected Mixed A Fund (410006) holding 30,600 shares, accounting for 5% of the fund's net value, making it the fourth largest holding [2] - The Huafu Strategy Selected Mixed A Fund has achieved a year-to-date return of 18.43%, ranking 4488 out of 8246 in its category, and a one-year return of 49%, ranking 3201 out of 8054 [2]

Group 1 - The stock of Shengda Resources fell by 5.03% on September 4, closing at 18.71 CNY per share, with a trading volume of 601 million CNY and a turnover rate of 4.63%, resulting in a total market capitalization of 12.909 billion CNY [1] - Shengda Resources, established on June 22, 1995, and listed on August 23, 1996, is primarily engaged in the production and sale of silver-lead concentrate and zinc concentrate, as well as non-ferrous metal trading [1] - The revenue composition of Shengda Resources includes: lead concentrate (containing silver) 46.04%, non-ferrous metal trading 23.91%, zinc concentrate (containing silver) 20.44%, renewable metal 5.26%, silver ingots 2.28%, others 1.05%, and gold 1.02% [1] Group 2 - Huafu Fund has a significant holding in Shengda Resources, with its Huafu Strategy Selected Mixed A Fund (410006) holding 30,600 shares, accounting for 5% of the fund's net value, making it the fourth-largest holding [2] - The Huafu Strategy Selected Mixed A Fund was established on December 24, 2008, with a latest scale of 7.9819 million CNY, achieving a year-to-date return of 13.93% and a one-year return of 40.06% [2] - The fund manager, Deng Xiang, has been in the position for 1 year and 156 days, with the fund's total asset scale at 51.4812 million CNY during his tenure, achieving a best return of 18.02% and a worst return of -7.01% [2]

Group 1 - The core point of the article is the appointment of Deng Xiang as the new fund manager for Huafu Guotai Min'an Flexible Allocation Mixed Fund (000767), effective from August 19, 2025, alongside the existing manager Chen Qi [1] - As of August 18, 2025, the net value of Huafu Guotai Min'an Flexible Allocation Mixed Fund was 1.6189, reflecting a daily increase of 3.48% and a yearly increase of 74.85% [1] - Deng Xiang holds a master's degree from Clark University in the United States and has been with Huafu Fund Management Co., Ltd. since May 2015, previously serving in various roles including assistant industry researcher and fund manager assistant [1] Group 2 - Deng Xiang has managed public funds, including Huafu Strategy Selected Mixed Fund A and C, with returns of 13.82% and 12.88% respectively since his appointment on April 2, 2024 [1] - A notable performance was recorded with the management of Huafu Strategy Selected Mixed Fund A, which invested in Cambrian during the third quarter of 2024 at an average price of 233.11 and exited in the second quarter of 2025 at an average price of 646.15, yielding an estimated return of 177.19% [1]