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【机构调研记录】建信基金调研大洋生物
Zheng Quan Zhi Xing· 2025-08-01 00:08
Group 1 - The recent institutional research by Jianxin Fund focused on the potassium carbonate industry, covering supply and demand, product substitutability, acquisition plans, and market demand for hydrochloric acid aminopropyl [1] - The total national production capacity for potassium carbonate is 290,000 tons, with an expected actual production of approximately 230,000 tons per year in 2024, and a demand growth rate of 5%, which is slightly slowing down [1] - Hydrochloric acid aminopropyl, used as an anti-coccidial drug, has stable demand with increased sales and prices compared to last year due to a rise in customers and multi-channel suppliers [1] Group 2 - Jianxin Fund was established in 2005 and currently manages a total asset scale of 922.483 billion yuan, ranking 11th out of 210 in public fund management [2] - The best-performing public fund product in the past year is Jianxin Flexible Allocation Mixed A, with a latest net value of 1.57 and a growth of 78.7% over the past year [2]