Group 1 - Tianhua New Energy's stock increased by 5.24%, reaching 52.60 CNY per share, with a trading volume of 3.396 billion CNY and a turnover rate of 10.18%, resulting in a total market capitalization of 43.697 billion CNY [1] - The company, Suzhou Tianhua New Energy Technology Co., Ltd., was established on November 13, 1997, and went public on July 31, 2014. Its main business involves the production and sales of new energy lithium battery materials, anti-static ultra-clean technology products, and medical devices [1] - The revenue composition of Tianhua New Energy is primarily from lithium battery materials, accounting for 99.10%, while other products contribute 0.90% [1] Group 2 - Among the top ten circulating shareholders of Tianhua New Energy, one fund from GF Fund ranks as a significant holder. The GF Guozhen New Energy Vehicle Battery ETF (159755) entered the top ten shareholders in the third quarter, holding 6.3451 million shares, which is 0.94% of the circulating shares [2] - The GF Guozhen New Energy Vehicle Battery ETF (159755) was established on June 15, 2021, with a latest scale of 15.097 billion CNY. It has achieved a year-to-date return of 53.97%, ranking 208 out of 4206 in its category, and a one-year return of 44.77%, ranking 383 out of 3983 [2] Group 3 - The fund manager of GF Guozhen New Energy Vehicle Battery ETF (159755) is Luo Guoqing, who has a cumulative tenure of 10 years and 47 days. The total asset scale of the fund is 104.711 billion CNY, with the best fund return during his tenure being 69.82% and the worst being -48.08% [3]

Group 1 - Tianhua New Energy experienced a decline of 5.29% on November 18, with a stock price of 56.61 CNY per share and a trading volume of 4.833 billion CNY, resulting in a turnover rate of 12.09% and a total market capitalization of 47.029 billion CNY [1] - The company, Suzhou Tianhua New Energy Technology Co., Ltd., was established on November 13, 1997, and went public on July 31, 2014. Its 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 99.10% from lithium battery materials and 0.90% from other products [1] Group 2 - Among the top ten circulating shareholders of Tianhua New Energy, one fund from GF Fund ranks first. The GF Guozheng New Energy Vehicle Battery ETF (159755) entered the top ten shareholders in the third quarter, holding 6.3451 million shares, which accounts for 0.94% of the circulating shares. The estimated floating loss today is approximately 20.0506 million CNY [2] - The GF Guozheng New Energy Vehicle Battery ETF (159755) was established on June 15, 2021, with a current scale of 15.097 billion CNY. Year-to-date returns are 74.31%, ranking 117 out of 4212 in its category; the one-year return is 63.03%, ranking 173 out of 3956; and since inception, the return is 13.81% [2]

Core Insights - The stock of DLF (多氟多) increased by 5.21% on November 7, reaching a price of 30.70 CNY per share, with a trading volume of 2.353 billion CNY and a turnover rate of 7.23%, resulting in a total market capitalization of 36.546 billion CNY [1] Company Overview - DLF New Materials Co., Ltd. is located in Jiaozuo City, Henan Province, established on December 21, 1999, and listed on May 18, 2010. The company specializes in lithium hexafluorophosphate, electronic chemicals, lithium-ion batteries, new energy vehicles, and inorganic fluorides [1] - The revenue composition of DLF is as follows: new energy materials 34.97%, fluorine-based new materials 30.39%, new energy batteries 25.30%, electronic information materials 5.55%, and others 3.80% [1] Shareholder Insights - Among the top ten circulating shareholders of DLF, one fund under GF Fund ranks first. The GF Guozhen New Energy Vehicle Battery ETF (159755) entered the top ten in the third quarter, holding 11.0172 million shares, which is 1.02% of the circulating shares. The estimated floating profit today is approximately 16.7461 million CNY [2] - The GF Guozhen New Energy Vehicle Battery ETF (159755) was established on June 15, 2021, with a current scale of 15.097 billion CNY. Year-to-date returns are 68.56%, ranking 201 out of 4216 in its category; the one-year return is 56.63%, ranking 252 out of 3913; and since inception, the return is 10.05% [2]