Core Insights - Tengyuan Cobalt's stock price increased by 5.04% on October 9, reaching 79.96 CNY per share, with a trading volume of 1.05 billion CNY and a turnover rate of 4.63%, resulting in a total market capitalization of 23.566 billion CNY. The stock has risen for three consecutive days, accumulating a total increase of 13.94% during this period [1] Company Overview - Tengyuan Cobalt Industry Co., Ltd. is located in Ganzhou, Jiangxi Province, and was established on March 26, 2004. The company went public on March 17, 2022. Its main business includes the production and sales of hazardous chemicals, fertilizers, non-ferrous metal smelting, basic chemical raw materials manufacturing, recycling of used power batteries for electric vehicles, and the production and sales of various building materials [1] - The revenue composition of Tengyuan Cobalt is as follows: cobalt products account for 47.56%, copper products for 44.39%, and other products for 8.05% [1] Fund Holdings - Silver Hua Fund has a significant holding in Tengyuan Cobalt, specifically through the Silver Hua Growth Mixed Fund (161838), which increased its holdings by 24,000 shares in the second quarter, bringing the total to 293,800 shares, representing 5.87% of the fund's net value. The estimated floating profit today is approximately 1.1284 million CNY, with a total floating profit of 2.7357 million CNY during the three-day increase [2] - The Silver Hua Growth Mixed Fund (161838) was established on August 7, 2020, with a current scale of 266 million CNY. Year-to-date returns are 27.73%, ranking 3,773 out of 8,238 in its category, while the one-year return is 27.67%, ranking 3,337 out of 8,082. Since its inception, the fund has experienced a loss of 17.27% [2] Fund Management - The fund managers of Silver Hua Growth Mixed Fund are Liu Hui and Wang Ligang. Liu Hui has a tenure of 8 years and 211 days, managing assets totaling 3.159 billion CNY, with the best fund return during his tenure being 136.39% and the worst being -17.27% [3] - Wang Ligang has a tenure of 5 years and 285 days, managing assets totaling 3.281 billion CNY, with the best fund return during his tenure being 34.87% and the worst also being -17.27% [3]

Core Insights - Tengyuan Cobalt Industry Co., Ltd. experienced a stock price increase of 5.14% on September 29, reaching 72.23 CNY per share, with a trading volume of 466 million CNY and a turnover rate of 2.29%, resulting in a total market capitalization of 21.287 billion CNY [1] Company Overview - Tengyuan Cobalt Industry, established on March 26, 2004, and listed on March 17, 2022, is located in the Gannan High-tech Industrial Development Zone, Jiangxi Province. The company specializes in the production of hazardous chemicals, fertilizers, non-ferrous metal smelting, basic chemical raw materials, recycling of used power batteries for electric vehicles, and manufacturing of new building materials [1] - The revenue composition of the company includes cobalt products (47.56%), copper products (44.39%), and other products (8.05%) [1] Fund Holdings - Silver Hua Fund has a significant holding in Tengyuan Cobalt Industry, with its Silver Hua Growth Mixed Fund (161838) increasing its stake by 24,000 shares in the second quarter, bringing the total to 293,800 shares, which accounts for 5.87% of the fund's net value, ranking it as the seventh-largest holding [2] - The fund has achieved a year-to-date return of 23.3%, ranking 3965 out of 8244 in its category, and a one-year return of 64.22%, ranking 1468 out of 8080 [2] Fund Manager Performance - The fund managers, Liu Hui and Wang Ligang, have tenures of 8 years and 5 years respectively. Liu Hui's fund has a total asset size of 3.159 billion CNY with a best return of 123.69% and a worst return of -20.14% during his tenure [3] - Wang Ligang manages a fund with a total asset size of 3.281 billion CNY, achieving a best return of 27.62% and a worst return of -20.14% during his tenure [3]

Group 1 - The core viewpoint of the news is that Tengyuan Cobalt Industry has shown a significant increase in stock price and trading volume, indicating positive market sentiment towards the company [1] - As of September 12, Tengyuan Cobalt's stock price rose by 5.01% to 74.58 CNY per share, with a trading volume of 7.02 billion CNY and a turnover rate of 5.64%, resulting in a total market capitalization of 21.98 billion CNY [1] - The company, established in March 2004 and listed in March 2022, specializes in various sectors including hazardous chemicals, fertilizers, non-ferrous metal smelting, and recycling of used batteries from electric vehicles [1] Group 2 - According to data, Yinhua Fund has a significant holding in Tengyuan Cobalt, with its Yinhua Growth Mixed Fund increasing its stake by 24,000 shares in the second quarter, bringing its total holdings to 293,800 shares, which represents 5.87% of the fund's net value [2] - The Yinhua Growth Mixed Fund has a total size of 266 million CNY and has achieved a year-to-date return of 18.17%, ranking 4112 out of 8257 in its category [2] - The fund has also seen a one-year return of 51.8%, ranking 2310 out of 8057, although it has experienced a cumulative loss of 23.46% since its inception [2] Group 3 - The fund managers of Yinhua Growth Mixed Fund are Liu Hui and Wang Ligang, with Liu having a tenure of 8 years and Wang having a tenure of 5 years [3] - Liu Hui's fund has achieved a best return of 125.03% during his tenure, while Wang Ligang's fund has a best return of 28.39% [3] - Both fund managers have faced a worst return of -23.46% during their respective tenures [3]

Core Viewpoint - Tengyuan Cobalt Industry experienced a 5.4% increase in stock price, reaching 71.39 CNY per share, with a trading volume of 790 million CNY and a turnover rate of 6.67%, resulting in a total market capitalization of 21.04 billion CNY [1] Company Overview - Tengyuan Cobalt Industry Co., Ltd. is located in Ganzhou, Jiangxi Province, and was established on March 26, 2004, with its listing date on March 17, 2022. The company specializes in the production and sales of hazardous chemicals, fertilizers, non-ferrous metal smelting, basic chemical raw materials, recycling of used power batteries for electric vehicles, and various construction materials [1] - The main revenue composition of the company includes cobalt products (47.56%), copper products (44.39%), and other products (8.05%) [1] Fund Holdings - Silver Hua Fund has a significant holding in Tengyuan Cobalt Industry, with its Silver Hua Growth Mixed Fund (161838) increasing its stake by 24,000 shares in the second quarter, holding a total of 293,800 shares, which accounts for 5.87% of the fund's net value, ranking as the seventh largest holding [2] - The fund has a current size of 266 million CNY and has achieved a year-to-date return of 14.98%, ranking 4849 out of 8254 in its category, while its one-year return stands at 49.21%, ranking 2624 out of 8037 [2] Fund Manager Performance - The fund managers of Silver Hua Growth Mixed Fund are Liu Hui and Wang Ligang. Liu Hui has been in position for 8 years and 173 days, managing assets totaling 3.159 billion CNY, with the best fund return during his tenure being 100.58% and the worst being -25.53% [3] - Wang Ligang has been in position for 5 years and 247 days, managing assets of 3.281 billion CNY, with the best return of 14.4% and the same worst return of -25.53% during his tenure [3]