光大保德信诚鑫混合A（003115）基金经理为朱剑涛。 截至发稿，朱剑涛累计任职时间1年228天，现任基金资产总规模18.51亿元，任职期间最佳基金回报 47.32%， 任职期间最差基金回报6.75%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 12月19日，芳源股份涨5.01%，截至发稿，报9.01元/股，成交1.70亿元，换手率3.84%，总市值45.97亿 元。 资料显示，广东芳源新材料集团股份有限公司位于广东省江门市新会区古井镇万兴路75号，成立日期 2002年6月7日，上市日期2021年8月6日，公司主营业务涉及从事锂电池三元正极材料前驱体和镍电池正 极材料的研发、生产和销售。主营业务收入构成为：硫酸盐46.96%，前驱体29.77%，碳酸锂14.07%， 其他7.90%，球形氢氧化镍1.31%。 从基金十大重仓股角度 数据显示，光大保德信基金旗下1只基金重仓芳源股份。光大保德信诚鑫混合A（003115）三季度持有 股数2.43万股，占基金净值比例为1.0 ...

Group 1 - The stock price of Fangyuan Co., Ltd. has dropped by 5.04% on November 20, reaching 10.55 CNY per share, with a trading volume of 383 million CNY and a turnover rate of 6.87%, resulting in a total market capitalization of 5.382 billion CNY [1] - Fangyuan Co., Ltd. has experienced a continuous decline for four consecutive days, with a cumulative drop of 11.54% during this period [1] - The company, established on June 7, 2002, and listed on August 6, 2021, specializes in the research, production, and sales of lithium battery ternary precursor materials and nickel battery positive materials, with revenue composition including sulfate (46.96%), precursor (29.77%), lithium carbonate (14.07%), others (7.90%), and spherical nickel hydroxide (1.31%) [1] Group 2 - According to data, the E Fund's Guangda Baodexin Chengxin Mixed A Fund holds 24,300 shares of Fangyuan Co., Ltd., accounting for 1.03% of the fund's net value, ranking as the tenth largest holding [2] - The fund has incurred a floating loss of approximately 13,600 CNY today, with a total floating loss of 35,200 CNY during the four-day decline [2] - Guangda Baodexin Chengxin Mixed A Fund, established on December 15, 2016, has a latest scale of 3.6051 million CNY, with a year-to-date return of 43.64%, ranking 1205 out of 8136 in its category [2]

Group 1 - The core point of the news is that Fangyuan Co., Ltd. experienced a stock decline of 5.04%, with a current share price of 11.49 yuan and a total market capitalization of 5.862 billion yuan [1] - Fangyuan Co., Ltd. specializes in the research, production, and sales of lithium battery ternary precursor materials and nickel battery positive materials, with its main business revenue composition being: sulfate 46.96%, precursor 29.77%, lithium carbonate 14.07%, others 7.90%, and spherical nickel hydroxide 1.31% [1] Group 2 - According to data, the fund "Everbright Prudential Chengxin Mixed A" holds 24,300 shares of Fangyuan Co., accounting for 1.03% of the fund's net value, ranking as the tenth largest holding [2] - The fund has a total scale of 3.6051 million yuan and has achieved a year-to-date return of 47.13%, ranking 1105 out of 8213 in its category [2] Group 3 - The fund manager of "Everbright Prudential Chengxin Mixed A" is Zhu Jiantao, who has been in the position for 1 year and 196 days, with the fund's total asset scale at 1.851 billion yuan [3] - During Zhu Jiantao's tenure, the best fund return was 51.61%, while the worst return was 7.17% [3]

Group 1 - The core point of the news is that Fangyuan Co., Ltd. experienced a 5.02% decline in stock price, closing at 11.93 CNY per share, with a trading volume of 547 million CNY and a turnover rate of 8.80%, resulting in a total market capitalization of 6.086 billion CNY [1] - Fangyuan Co., Ltd. is based in Jiangmen City, Guangdong Province, and was established on June 7, 2002. The company was listed on August 6, 2021, and its main business involves the research, production, and sales of lithium battery ternary precursor materials and nickel battery cathode materials [1] - The revenue composition of Fangyuan Co., Ltd. includes sulfate at 46.96%, precursor materials at 29.77%, lithium carbonate at 14.07%, others at 7.90%, and spherical nickel hydroxide at 1.31% [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Everbright Pramerica holds Fangyuan Co., Ltd. shares. The Everbright Pramerica Chengxin Mixed A Fund (003115) held 24,300 shares in the third quarter, accounting for 1.03% of the fund's net value, ranking as the tenth largest heavy stock [2] - The Everbright Pramerica Chengxin Mixed A Fund (003115) was established on December 15, 2016, with a latest scale of 3.6051 million CNY. The fund has achieved a return of 47.55% this year, ranking 1281 out of 8140 in its category, and a return of 45.06% over the past year, ranking 879 out of 8056 [2]

11月12日，芳源股份跌3.10%，成交额10.26亿元。两融数据显示，当日芳源股份获融资买入额9610.80 万元，融资偿还6056.63万元，融资净买入3554.17万元。截至11月12日，芳源股份融资融券余额合计 2.65亿元。 融资方面，芳源股份当日融资买入9610.80万元。当前融资余额2.65亿元，占流通市值的4.14%，融资余 额超过近一年90%分位水平，处于高位。 分红方面，芳源股份A股上市后累计派现4093.74万元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，芳源股份十大流通股东中，汇丰晋信智造先锋股票A（001643） 位居第八大流通股东，持股1172.80万股，相比上期增加217.50万股。汇丰晋信低碳先锋股票A （540008）位居第十大流通股东，持股711.33万股，相比上期增加48.50万股。 责任编辑：小浪快报 融券方面，芳源股份11月12日融券偿还0.00股，融券卖出200.00股，按当日收盘价计算，卖出金额 2502.00元；融券余量7500.00股，融券余额9.38万元，超过近一年90%分位水平，处于高位。 资料显示，广东芳源新材料集团股份有限公 ...

Core Points - Fangyuan Co., Ltd. experienced a 5.11% decline in stock price, trading at 12.25 CNY per share with a total market capitalization of 6.25 billion CNY [1] - The company specializes in the research, production, and sales of lithium battery ternary precursor materials and nickel battery positive materials, with a revenue composition of 46.96% from sulfate, 29.77% from precursors, 14.07% from lithium carbonate, and 1.31% from spherical nickel hydroxide [1] Fund Holdings - According to data, Everbright Pramerica Fund holds Fangyuan Co., Ltd. as its tenth largest position, with 24,300 shares representing 1.03% of the fund's net value, resulting in an estimated floating loss of approximately 16,000 CNY [2] - Everbright Pramerica Chengxin Mixed A Fund has a total scale of 3.6051 million CNY and has achieved a year-to-date return of 46.64%, ranking 1198 out of 8147 in its category [2] Fund Manager Performance - The fund manager of Everbright Pramerica Chengxin Mixed A Fund, Zhu Jiantao, has been in position for 1 year and 191 days, managing assets totaling 1.851 billion CNY, with the best return during his tenure being 50.43% and the worst being 6.92% [3]

Group 1 - The core point of the news is that Fangyuan Co., Ltd. experienced a decline in stock price by 5.04%, with the current share price at 8.29 CNY and a total market capitalization of 4.229 billion CNY [1] - Fangyuan Co., Ltd. is primarily engaged in the research, production, and sales of lithium battery ternary precursor materials and nickel battery cathode materials, with its main revenue sources being sulfate (46.96%), precursors (29.77%), lithium carbonate (14.07%), and others (7.90%) [1] Group 2 - According to data, the fund "Everbright Prudential Chengxin Mixed A" holds 24,300 shares of Fangyuan Co., accounting for 1.03% of the fund's net value, ranking as the tenth largest holding [2] - The fund has achieved a year-to-date return of 44.38% and a one-year return of 50.28%, with a total fund size of 3.6051 million CNY [2] Group 3 - The fund manager of "Everbright Prudential Chengxin Mixed A" is Zhu Jiantao, who has been in the position for 1 year and 182 days, managing assets totaling 1.851 billion CNY [3] - During Zhu Jiantao's tenure, the best fund return was 48.77%, while the worst was 6.65% [3]

Core Insights - Fangyuan Co., Ltd. has seen a stock price increase of 5.72% on October 31, reaching 9.43 CNY per share, with a total market capitalization of 4.81 billion CNY [1] - The company has experienced a cumulative increase of 25.28% over the past four days [1] - Fangyuan specializes in the research, production, and sales of lithium battery ternary precursor materials and nickel battery cathode materials, with its main revenue sources being sulfate (46.96%), precursor (29.77%), lithium carbonate (14.07%), and others [1] Fund Holdings - According to data, Everbright Pramerica Fund holds Fangyuan shares, with the Everbright Pramerica Chengxin Mixed A Fund (003115) owning 24,300 shares, representing 1.03% of the fund's net value [2] - The fund has realized a floating profit of approximately 12,400 CNY today and 43,700 CNY during the four-day price increase [2] - The Everbright Pramerica Chengxin Mixed A Fund was established on December 15, 2016, and has a current scale of 3.61 million CNY, with a year-to-date return of 42.39% [2] Fund Manager Performance - The fund manager of Everbright Pramerica Chengxin Mixed A Fund is Zhu Jiantao, who has been in the position for 1 year and 179 days [3] - Under Zhu's management, the fund has achieved a best return of 48.83% and a worst return of 6.6% [3]

Core Insights - Fangyuan Co., Ltd. is a leading domestic producer of lithium battery cathode material precursors, specializing in high-end ternary precursor production from recycled batteries [1] Financial Performance - For Q3 2025, Fangyuan's revenue was 1.49 billion yuan, ranking 31st among 44 companies in the industry, with the top company, Zhongwei Co., Ltd., reporting revenue of 33.297 billion yuan [2] - The company's net profit was -121 million yuan, placing it 32nd in the industry, while the leading company, Putailai, reported a net profit of 1.872 billion yuan [2] Profitability and Debt - As of Q3 2025, Fangyuan's debt-to-asset ratio was 84.32%, significantly higher than the industry average of 51.96% [3] - The gross profit margin for Q3 2025 was 3.05%, lower than the industry average of 10.89% [3] Executive Compensation - The chairman and CEO, Luo Aiping, received a salary of 1.29 million yuan in 2024, a decrease of 315,700 yuan from 2023 [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 26.42% to 15,900, while the average number of shares held per shareholder decreased by 20.90% to 32,100 shares [5]

Core Viewpoint - Fangyuan Co., Ltd. experienced a 5.01% decline in stock price, closing at 6.82 CNY per share, with a trading volume of 403 million CNY and a turnover rate of 11.30%, resulting in a total market capitalization of 3.479 billion CNY [1] Company Overview - Fangyuan Co., Ltd. is located in Jiangmen City, Guangdong Province, and was established on June 7, 2002. The company was listed on August 6, 2021. Its main business involves the research, production, and sales of lithium battery ternary precursor materials and nickel battery cathode materials [1] - The revenue composition of the company includes: 46.96% from sulfate, 29.77% from precursors, 14.07% from lithium carbonate, 7.90% from other sources, and 1.31% from spherical nickel hydroxide [1] Fund Holdings - According to data, one fund under Caitong Fund has a significant holding in Fangyuan Co., Ltd. The Caitong Yixiang Stable Pension One-Year Holding Period Mixed Fund (FOF) (021166) held 5,200 shares in the second quarter, accounting for 0.05% of the fund's net value, ranking as the tenth largest holding [2] - The fund was established on September 10, 2024, with a latest scale of 54.72 million CNY. Year-to-date returns are 5.86%, ranking 781 out of 1,048 in its category; the one-year return is 8.38%, ranking 822 out of 1,014; and the return since inception is 8.55% [2] Fund Manager Information - The fund manager of Caitong Yixiang Stable Pension One-Year Holding Period Mixed Fund (FOF) (021166) is Chen Xi, who has been in the position for 3 years and 223 days. The total asset scale of the fund is 54.72 million CNY, with the best return during the tenure being 8.59% and the worst return being -7.53% [3]