截至发稿，沈楠累计任职时间10年265天，现任基金资产总规模18.6亿元，任职期间最佳基金回报 219.07%， 任职期间最差基金回报5.67%。 1月21日，宝武镁业涨5.25%，截至发稿，报19.65元/股，成交4.48亿元，换手率2.73%，总市值194.89亿 元。 资料显示，宝武镁业科技股份有限公司位于江苏省南京市溧水区东屏街道开屏路11号，成立日期1993年 11月30日，上市日期2007年11月13日，公司主营业务涉及镁、铝合金材料的生产及深加工、销售业务。 主营业务收入构成为：铝合金挤压产品35.90%，镁合金产品26.03%，中间合金13.14%，镁铝合金压铸 产品11.10%，铝合金产品6.67%，其他(补充)2.83%，模板租赁1.27%，矿产品1.19%，其他1.04%，金属 锶0.82%。 从宝武镁业十大流通股东角度 数据显示，交银施罗德基金旗下1只基金位居宝武镁业十大流通股东。交银国企改革灵活配置混合A （519756）三季度新进十大流通股东，持有股数436.06万股，占流通股的比例为0.5%。根据测算，今日 浮盈赚取约427.34万元。 交银国企改革灵活配置混合A（519756） ...

Group 1 - The core viewpoint of the news is that Baowu Magnesium Industry has seen a stock price increase of 5.36%, reaching 18.27 CNY per share, with a trading volume of 335 million CNY and a turnover rate of 2.17%, resulting in a total market capitalization of 18.12 billion CNY [1] - Baowu Magnesium Industry is located in Lishui District, Nanjing, Jiangsu Province, and was established on November 30, 1993, with its listing date on November 13, 2007. The company specializes in the production and deep processing of magnesium and aluminum alloy materials [1] - The revenue composition of Baowu Magnesium Industry includes: aluminum alloy extrusion products (35.90%), magnesium alloy products (26.03%), intermediate alloys (13.14%), magnesium-aluminum alloy die-casting products (11.10%), aluminum alloy products (6.67%), and others [1] Group 2 - From the perspective of the top ten circulating shareholders, Southern Fund has a fund that ranks among the top shareholders of Baowu Magnesium Industry. The Southern CSI 1000 ETF (512100) reduced its holdings by 53,600 shares in the third quarter, holding a total of 6.3518 million shares, which accounts for 0.73% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion CNY. Year-to-date returns are 8.41%, ranking 1574 out of 5579 in its category; the one-year return is 43.88%, ranking 1725 out of 4225; and since inception, the return is 23.98% [2]

Group 1 - Baowu Magnesium Industry's stock increased by 5.11%, reaching 17.70 CNY per share, with a trading volume of 366 million CNY and a turnover rate of 2.46%, resulting in a total market capitalization of 17.55 billion CNY [1] - The company, established on November 30, 1993, and listed on November 13, 2007, is located in Nanjing, Jiangsu Province, and specializes in the production and deep processing of magnesium and aluminum alloy materials [1] - The revenue composition of Baowu Magnesium Industry includes: aluminum alloy extrusion products (35.90%), magnesium alloy products (26.03%), intermediate alloys (13.14%), magnesium-aluminum alloy die-casting products (11.10%), aluminum alloy products (6.67%), and others [1] Group 2 - The top circulating shareholder of Baowu Magnesium Industry includes a fund from Jiao Yin Schroder, specifically the Jiao Yin State-owned Enterprise Reform Flexible Allocation Mixed A (519756), which entered the top ten circulating shareholders in the third quarter with 4.36 million shares, accounting for 0.5% of circulating shares [2] - The fund has a current scale of 1.833 billion CNY and has achieved a return of 5.53% this year, ranking 2451 out of 8838 in its category, with a one-year return of 27.03%, ranking 4853 out of 8089 [2] Group 3 - The fund manager of Jiao Yin State-owned Enterprise Reform Flexible Allocation Mixed A (519756) is Shen Nan, who has a tenure of 10 years and 258 days, managing a total asset scale of 3.934 billion CNY, with the best fund return during his tenure being 214.4% and the worst being 3.76% [3] - The fund holds 4.36 million shares of Baowu Magnesium Industry, representing 3.7% of the fund's net value, making it the seventh-largest holding [4]

Core Viewpoint - Baowu Magnesium Industry's stock has shown significant growth, with a year-to-date increase of 11.37% and a market capitalization of 16.9 billion yuan as of January 9 [1][2]. Group 1: Stock Performance - As of January 9, Baowu Magnesium's stock price reached 17.04 yuan per share, with a trading volume of 1.05 billion yuan and a turnover rate of 0.72% [1]. - The stock has increased by 11.37% this year, with a 19.75% rise over the past 20 days and a 13.60% increase over the past 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Baowu Magnesium reported a revenue of 6.97 billion yuan, reflecting a year-on-year growth of 9.82%, while the net profit attributable to shareholders decreased by 43.13% to 87.44 million yuan [2]. - The company has distributed a total of 738 million yuan in dividends since its A-share listing, with 206 million yuan distributed over the past three years [3]. Group 3: Shareholder Information - As of December 19, 2025, Baowu Magnesium had 56,200 shareholders, a decrease of 0.88% from the previous period, with an average of 15,387 circulating shares per shareholder, an increase of 0.89% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder, holding 25.77 million shares, an increase of 13.54 million shares from the previous period [3].

Group 1 - The core viewpoint of the news is that Baowu Magnesium Industry has experienced fluctuations in stock price and trading volume, with a recent decline of 2.04% and a total market capitalization of 16.64 billion yuan [1] - As of January 8, Baowu Magnesium's stock price has increased by 9.67% year-to-date, with a 20.29% increase over the past 20 trading days [1] - The company specializes in the production and processing of magnesium and aluminum alloy materials, with its main business revenue composition being aluminum alloy extrusion products (35.90%), magnesium alloy products (26.03%), and other categories [1] Group 2 - Baowu Magnesium operates within the non-ferrous metals sector, specifically in small metals, and is associated with concepts such as hydrogen energy and new materials [2] - For the period from January to September 2025, Baowu Magnesium achieved a revenue of 6.97 billion yuan, reflecting a year-on-year growth of 9.82%, while the net profit attributable to shareholders decreased by 43.13% to 87.44 million yuan [2] - The company has distributed a total of 738 million yuan in dividends since its A-share listing, with 206 million yuan distributed over the past three years [3]

Core Viewpoint - Baowu Magnesium Industry has shown a significant stock price increase and financial performance, indicating potential growth opportunities despite a decline in net profit. Group 1: Stock Performance - On January 7, Baowu Magnesium's stock rose by 2.01%, reaching 17.29 CNY per share, with a trading volume of 237 million CNY and a turnover rate of 1.61%, resulting in a total market capitalization of 17.148 billion CNY [1] - Year-to-date, the stock price has increased by 13.01%, with a 12.93% rise over the last five trading days, 21.16% over the last 20 days, and 11.40% over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Baowu Magnesium achieved a revenue of 6.970 billion CNY, reflecting a year-on-year growth of 9.82%, while the net profit attributable to shareholders was 87.439 million CNY, a decrease of 43.13% year-on-year [2] - The company has distributed a total of 738 million CNY in dividends since its A-share listing, with 206 million CNY distributed over the past three years [3] Group 3: Shareholder Information - As of December 19, 2025, Baowu Magnesium had 56,200 shareholders, a decrease of 0.88% from the previous period, with an average of 15,387 circulating shares per shareholder, an increase of 0.89% [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 25.768 million shares, an increase of 13.540 million shares from the previous period [3]

Core Viewpoint - Baowu Magnesium Industry's stock price has shown a modest increase of 2.03% year-to-date, with significant fluctuations in trading volume and market capitalization, indicating a mixed investor sentiment and potential opportunities for growth in the non-ferrous metals sector [1][2]. Group 1: Stock Performance - As of January 5, Baowu Magnesium's stock price reached 15.61 CNY per share, with a total market capitalization of 15.482 billion CNY [1]. - The stock has increased by 3.51% over the last five trading days and 12.87% over the last 20 days, while it has decreased by 2.80% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Baowu Magnesium reported a revenue of 6.970 billion CNY, reflecting a year-on-year growth of 9.82%, while the net profit attributable to shareholders decreased by 43.13% to 87.439 million CNY [2]. Group 3: Shareholder Information - As of December 19, the number of shareholders for Baowu Magnesium was 56,200, a decrease of 0.88% from the previous period, with an average of 15,387 circulating shares per shareholder, which increased by 0.89% [2]. - The company has distributed a total of 738 million CNY in dividends since its A-share listing, with 206 million CNY distributed over the last three years [3]. Group 4: Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the second-largest circulating shareholder, holding 25.768 million shares, an increase of 13.5401 million shares from the previous period [3]. - The Southern CSI 1000 ETF was the fifth-largest shareholder, holding 6.3518 million shares, which decreased by 53,600 shares compared to the previous period [3].

Core Viewpoint - Baowu Magnesium Industry's stock price increased by 2.06% to 13.90 CNY per share, with a market capitalization of 13.786 billion CNY, indicating positive market sentiment and trading activity [1]. Financial Performance - For the period from January to September 2025, Baowu Magnesium achieved a revenue of 6.970 billion CNY, reflecting a year-on-year growth of 9.82%. However, the net profit attributable to shareholders decreased by 43.13% to 87.4393 million CNY [2]. - Cumulative cash dividends since the company's A-share listing amount to 738 million CNY, with 206 million CNY distributed over the past three years [3]. Shareholder Structure - As of November 20, 2025, the number of shareholders increased to 59,200, with an average of 14,607 circulating shares per shareholder, a slight decrease of 0.10% [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 25.7678 million shares, an increase of 13.5401 million shares from the previous period [3]. - New institutional investors include交银国企改革灵活配置混合A, which holds 4.3606 million shares, while Southern CSI 1000 ETF reduced its holdings by 53,600 shares [3]. Business Overview - Baowu Magnesium, established on November 30, 1993, and listed on November 13, 2007, specializes in the production and processing of magnesium and aluminum alloy materials [1]. - The company's revenue composition includes aluminum alloy extrusion products (35.90%), magnesium alloy products (26.03%), intermediate alloys (13.14%), magnesium-aluminum alloy die-casting products (11.10%), and other categories [1].

Core Viewpoint - Baowu Magnesium Industry's stock price has shown fluctuations, with a year-to-date increase of 19.50%, but a decline in recent trading days, indicating potential volatility in the market [1][2]. Company Overview - Baowu Magnesium Industry Co., Ltd. is located in Lishui District, Nanjing, Jiangsu Province, established on November 30, 1993, and listed on November 13, 2007. The company specializes in the production and deep processing of magnesium and aluminum alloy materials [1]. - The main business revenue composition includes: aluminum alloy extrusion products (35.90%), magnesium alloy products (26.03%), intermediate alloys (13.14%), magnesium-aluminum alloy die-casting products (11.10%), aluminum alloy products (6.67%), and others [1]. Financial Performance - For the period from January to September 2025, Baowu Magnesium Industry achieved operating revenue of 6.97 billion yuan, a year-on-year increase of 9.82%. However, the net profit attributable to the parent company was 87.44 million yuan, reflecting a year-on-year decrease of 43.13% [2]. - The company has distributed a total of 738 million yuan in dividends since its A-share listing, with 206 million yuan distributed over the past three years [3]. Shareholder Information - As of October 31, 2025, the number of shareholders for Baowu Magnesium Industry was 59,200, a decrease of 6.53% from the previous period. The average circulating shares per person increased by 6.99% to 14,621 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 25.77 million shares, an increase of 13.54 million shares from the previous period, and new shareholder交银国企改革灵活配置混合A, holding 4.36 million shares [3].

Core Viewpoint - Baowu Magnesium Industry's stock price has shown fluctuations, with a year-to-date increase of 27.78% and a recent decline over the past 20 days of 10.65% [1][2] Company Overview - Baowu Magnesium Industry Co., Ltd. is located in Lishui District, Nanjing, Jiangsu Province, established on November 30, 1993, and listed on November 13, 2007 [1] - The company specializes in the production and deep processing of magnesium and aluminum alloy materials [1] Business Performance - For the period from January to September 2025, Baowu Magnesium Industry achieved a revenue of 6.97 billion yuan, representing a year-on-year growth of 9.82%, while the net profit attributable to shareholders decreased by 43.13% to 87.44 million yuan [2] - The main revenue sources include aluminum alloy extrusion products (35.90%), magnesium alloy products (26.03%), and other categories [1] Shareholder Information - As of October 31, the number of shareholders decreased by 6.53% to 59,200, with an average of 14,621 circulating shares per person, an increase of 6.99% [2] - The top circulating shareholder is Hong Kong Central Clearing Limited, holding 25.77 million shares, an increase of 13.54 million shares from the previous period [3] Dividend Distribution - Baowu Magnesium Industry has distributed a total of 738 million yuan in dividends since its A-share listing, with 206 million yuan distributed over the past three years [3]