Group 1: Rare Metal ETF Performance - The Rare Metal ETF has a turnover rate of 3.51% and a transaction volume of 87.15 million yuan [3] - As of September 25, the ETF has seen an average daily transaction volume of 208 million yuan over the past month, ranking first among comparable funds [3] - The ETF's scale has increased by 247 million yuan this month, also ranking first among comparable funds [3] - The ETF's shares have grown by 43.5 million shares this month, achieving significant growth and ranking first among comparable funds [3] - Over the past 19 trading days, the ETF has experienced net inflows on 10 days, totaling 423 million yuan [3] - The ETF's net value has increased by 79.68% over the past year [3] - The highest monthly return since inception is 24.02%, with the longest consecutive monthly gains being 4 months and a maximum increase of 58.56% [3] - The average monthly return during rising months is 8.77%, and the ETF has outperformed the benchmark with an annualized return of 5.45% over the past three months [3] Group 2: Silicon Carbide and Rare Metals Market Trends - Silicon carbide prices have risen by 5.7% to 5,600 yuan per ton, reaching a three-month high, while high-purity gallium prices have increased by 1.1% due to recovering demand in the semiconductor sector [4] - The strategic importance of silicon carbide as a core substrate is increasing with its penetration in new energy vehicles, photovoltaic inverters, and 5G base stations [4] - Although short-term price fluctuations are influenced by production capacity release, the long-term outlook for the silicon carbide industry remains positive due to accelerated domestic substitution and increased downstream application [4] - Prices of tungsten and praseodymium-neodymium oxide are also at high levels, indicating a continued structural tightness in resource supply [4] Group 3: Top Holdings in Rare Metal Index - As of August 29, 2025, the top ten weighted stocks in the China Rare Metal Theme Index include Northern Rare Earth, Luoyang Molybdenum, Salt Lake Industry, Huayou Cobalt, Tianqi Lithium, Ganfeng Lithium, China Rare Earth, Shenghe Resources, Zhongjin Resources, and Xiamen Tungsten, collectively accounting for 57.58% of the index [4]

Group 1 - The rare metal ETF fund has seen a turnover rate of 6.78% with a transaction volume of 11.3956 million yuan, and the average daily transaction volume over the past month is 19.6415 million yuan as of September 25 [3] - The net value of the rare metal ETF fund has increased by 78.35% over the past year, with the highest monthly return since inception being 24.02% and the longest consecutive monthly increase lasting 4 months with a total increase of 57.92% [3] - Supply constraints have led to a significant rise in cobalt prices, with the Democratic Republic of Congo extending its cobalt export ban until October 15, resulting in a nearly 40% increase in cobalt prices this year [3] Group 2 - Bohai Securities indicates that the extension of the cobalt export ban in the Democratic Republic of Congo has caused a significant decline in domestic cobalt raw material imports, with electrolytic cobalt prices recovering to 275,000 yuan per ton from earlier lows [4] - The industry is currently in a destocking phase, and the cobalt supply is expected to remain constrained through 2026-2027, despite steady demand growth in the electric vehicle and energy storage sectors [4] - The top ten weighted stocks in the China Rare Metals Theme Index account for 57.58%, with notable companies including Northern Rare Earth, Luoyang Molybdenum, and Ganfeng Lithium [4] Group 3 - The rare metal ETF fund serves as a good investment tool for investors looking to gain exposure to the rare metals industry [6] - The performance of individual stocks within the rare metals sector varies, with notable increases in stocks like Huayou Cobalt and Tianqi Lithium, while Ganfeng Lithium has seen a slight decline [6]

华泰柏瑞沪深300ETF（510300）基金经理为柳军。 截至发稿，柳军累计任职时间16年119天，现任基金资产总规模4669.72亿元，任职期间最佳基金回报 132.78%， 任职期间最差基金回报-45.64%。 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。 责任编辑：小浪快报 9月26日，华友钴业涨5.02%，截至发稿，报58.40元/股，成交36.70亿元，换手率3.47%，总市值1077.71 亿元。 资料显示，浙江华友钴业股份有限公司位于浙江省桐乡经济开发区二期梧振东路18号，成立日期2002年 5月22日，上市日期2015年1月29日，公司主营业务涉及新能源锂电材料和钴新材料产品的研发制造。主 营业务收入构成为：镍产品34.54%，正极材料16.28%，贸易及其他15.55%，镍中间品14.91%，铜产品 5.95%，三元前驱体5.25%，锂产品4.18%，钴产品3.33%。 从华友钴业十大流通股东角度 数据显示，华泰柏瑞基金旗下1只基金位居华友钴业十大流通 ...

每经AI快讯，9月26日，锂矿概念震荡走高，柘中股份涨停，芳源股份此前20%涨停，欣旺达、中伟股 份、华友钴业、西藏矿业等涨幅居前。 （文章来源：每日经济新闻） ...

智通财经APP获悉，9月26日共有6家上市公司的限售股解禁，解禁总市值约111.25亿元。 今日具体限售解禁股情况如下： | 股票简称 | 股票代码 | 限售股类型 | 解禁股数 | | --- | --- | --- | --- | | 西藏矿业 | 000762 | 股权激励限售流通 | 9.96万 | | 华友钴业 | 603799 | 股权激励限售流通 | 341.38万 | | 紫燕食品 | 603057 | 发行前股份限售流通 | 3.44亿 | | 好上好 | 001298 | 股权激励限售流通 | 62.64万 | | 润贝航科 | 001316 | 股权激励限售流通 | 66.39万 | | 信科移动 | 688387 | | 6.38亿 | ...

Group 1 - The Democratic Republic of Congo (DRC) has extended its cobalt export ban until October 15, leading to a significant increase in cobalt prices, which have risen nearly 40% this year [1][2] - As of September 25, cobalt-related stocks such as Luoyang Molybdenum, Huayou Cobalt, and GEM have shown strong performance, with Luoyang Molybdenum up 10.87% this week [2] - The DRC accounts for 76% of global cobalt production, and the extended export ban is expected to reduce cobalt supply by approximately 141,600 tons, nearly half of the global cobalt production in 2024 [2][3] Group 2 - Analysts predict a global cobalt supply gap exceeding 300,000 tons over the next three years due to the export quota policy [3] - The demand for cobalt is expected to rise significantly with the peak season for electric vehicles approaching, which will provide strong support for cobalt prices [3] - Companies in the cobalt supply chain are anticipated to benefit from rising cobalt prices, leading to potential performance improvements and valuation reassessments [4] Group 3 - Luoyang Molybdenum has seen a cumulative increase of over 115% this year, while Huayou Cobalt has increased by over 92%, indicating strong market interest [4] - Huayou Cobalt reported a revenue of 650 million yuan from cobalt products in the first half of 2025, benefiting from rising cobalt prices [4] - GEM has recycled more cobalt than China's primary cobalt mining output, and its nickel-cobalt production in Indonesia has significantly increased, helping to mitigate the impact of the DRC's export ban [5] Group 4 - Analysts suggest that companies with robust resource reserves and production capabilities will have a competitive advantage once the export quota system is implemented [6] - The long-term outlook for cobalt prices is expected to improve, as the DRC's dominance in global cobalt supply is unlikely to be replaced [6]

Group 1 - The Democratic Republic of Congo (DRC) has extended its cobalt export ban until October 15, leading to a significant increase in cobalt prices, which have risen nearly 40% this year [1][2] - Cobalt prices have increased from $14 per pound at the beginning of the year to $19.5 per pound by September 24, indicating strong demand and supply constraints [2] - The DRC accounts for 76% of global cobalt production, and the extended export ban is expected to reduce cobalt supply by approximately 141,600 tons, nearly half of the global cobalt production in 2024 [1][2] Group 2 - Companies in the cobalt supply chain, such as Luoyang Molybdenum and Huayou Cobalt, have seen significant stock price increases, with Luoyang Molybdenum up 10.87% and Huayou Cobalt up 7.85% as of September 25 [1][2] - Huayou Cobalt reported a revenue of 650 million yuan from cobalt products in the first half of 2025, benefiting from rising cobalt prices [3] - Greenme's cobalt recycling capacity exceeds China's cobalt mining output by 350%, and its nickel-cobalt production in Indonesia has increased by 125% year-on-year, mitigating the impact of the DRC's export ban [3] Group 3 - Analysts predict that the tightening supply of cobalt will lead to a global supply gap exceeding 300,000 tons over the next three years, supporting further price increases [2] - The demand for cobalt is expected to rise due to the growing electric vehicle market and technological advancements in sectors like 5G and AI, which will further support cobalt prices [3][4] - Companies with strong resource reserves and production capabilities, particularly in Indonesia, are expected to gain a competitive advantage as the DRC's export quota system is implemented [4]

Core Points - The company announces the redemption and delisting of "Huayou Convertible Bonds" [1] - The last trading day for "Huayou Convertible Bonds" is September 23, 2025, and trading will stop from September 24, 2025 [2][14] - The final conversion date is September 26, 2025, which is the last day for bondholders to convert their bonds into shares [3][14] - The bonds will be redeemed at a price of 100.8918 CNY per bond, which includes the face value and accrued interest [4][10] - The redemption date is set for September 29, 2025, when the bonds will be delisted from the Shanghai Stock Exchange [4][15] Redemption Conditions - The conditional redemption clause has been triggered as the company's stock price has been above 130% of the conversion price for 15 trading days [5][8] - The redemption will apply to all bondholders registered by the redemption registration date of September 26, 2025 [9] - The accrued interest is calculated based on the formula provided, resulting in an interest of 0.8918 CNY per bond [10] Important Dates - Last trading day: September 23, 2025 [6] - Last conversion day: September 26, 2025 [3][14] - Redemption registration date: September 26, 2025 [6] - Redemption payment date: September 29, 2025 [13] Tax Implications - Individual investors are subject to a 20% tax on interest income, resulting in a net redemption amount of 100.7134 CNY per bond after tax [16] - Qualified foreign institutional investors will receive the full redemption amount of 100.8918 CNY per bond without tax deductions [17]

（编辑 楚丽君） 证券日报网讯 9月25日晚间，华友钴业发布公告称，投资者所持"华友转债"除在规定时限内按照34.43 元/股的转股价格进行转股外，仅能选择以100元/张的票面价格加当期应计利息0.8918元/张（即合计 100.8918元/张）被强制赎回。若被强制赎回，可能面临较大投资损失。 ...

关于实施"华友转债"赎回暨摘牌的最后一次提示性公告 | 股票代码：603799 | 股票简称：华友钴业 | 公告编号：2025-109 | | --- | --- | --- | | 转债代码：113641 | 转债简称：华友转债 | | 浙江华友钴业股份有限公司 关于实施"华友转债"赎回暨摘牌的最后一次提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 自2025年9月24日起，"华友转债"停止交易。 最后转股日：2025年9月26日 截至2025年9月25日收市后，距离2025年9月26日（"华友转债"最后转股日）仅剩 1个交易日，2025年9月26日为"华友转债"最后一个转股日。 一、有条件赎回条款 根据公司《募集说明书》的约定，"华友转债"有条件赎回条款为： 本次提前赎回完成后，"华友转债"将自2025年9月29日起在上海证券交易所摘牌。 投资者所持"华友转债"除在规定时限内按照34.43元/股的转股价格进行转股外， 仅能选择以100元/张的票面价格加当期应计利息0.8918元/张（即合计100 ...