Core Viewpoint - The main focus of the article is on the significant net inflow and outflow of capital in various sectors, highlighting the performance of specific companies and the overall market trends in different industries [1] Group 1: Capital Flow Analysis - Major capital inflow was observed in the energy metals, shipping ports, and textile sectors, indicating strong investor interest in these areas [1] - The electronic sector experienced a substantial net outflow exceeding 11.1 billion, suggesting a shift in investor sentiment away from this industry [1] Group 2: Company-Specific Movements - Huayou Cobalt saw a net capital inflow of over 500 million, ranking first among individual stocks, reflecting positive market sentiment towards the company [1] - New E-Sun faced a significant net sell-off exceeding 2.8 billion, indicating potential concerns among investors regarding its performance [1] - Other companies such as Zhongwei Company, Tianji Shares, and BlueFocus also received notable net inflows, while Tianfu Communication, WuXi AppTec, and Shenghong Technology experienced considerable net outflows [1]

Core Viewpoint - The ternary lithium battery sector is experiencing strong performance, with notable stock increases in companies such as Jiangte Electric, Huayou Cobalt, and Hunan Youneng [1] Company Summary - Jiangte Electric is among the leading stocks in the ternary lithium battery sector, showing significant gains [1] - Huayou Cobalt is also highlighted for its strong stock performance within the same sector [1] - Hunan Youneng is noted for being one of the top performers in terms of stock increase [1]

Core Insights - Huayou Cobalt Co., Ltd. experienced a 5.05% increase in stock price, reaching 65.97 CNY per share, with a trading volume of 4.603 billion CNY and a turnover rate of 3.76%, resulting in a total market capitalization of 125.295 billion CNY [1] Company Overview - Huayou Cobalt, established on May 22, 2002, and listed on January 29, 2015, is located in the Tongxiang Economic Development Zone, Zhejiang Province. The company specializes in the research and manufacturing of new energy lithium battery materials and cobalt new materials [1] - The revenue composition of Huayou Cobalt includes: nickel products (34.54%), cathode materials (16.28%), trading and others (15.55%), nickel intermediates (14.91%), copper products (5.95%), ternary precursors (5.25%), lithium products (4.18%), and cobalt products (3.33%) [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Chuangjin Hexin holds a significant position in Huayou Cobalt. The Chuangjin Hexin Resource Theme Selected Stock A (003624) held 638,400 shares in the third quarter, accounting for 5.14% of the fund's net value, making it the fourth-largest holding. The estimated floating profit for today is approximately 2.0237 million CNY [2] - The Chuangjin Hexin Resource Theme Selected Stock A (003624) was established on November 2, 2016, with a current scale of 372 million CNY. Year-to-date returns are 67.61%, ranking 280 out of 4,216 in its category; the one-year return is 51.99%, ranking 710 out of 3,885; and since inception, the return is 276.33% [2] Fund Manager Performance - The fund managers for Chuangjin Hexin Resource Theme Selected Stock A (003624) are Li You and Huang Chao. Li You has a cumulative tenure of 9 years, managing assets totaling 4.582 billion CNY, with the best fund return during his tenure being 262.31% and the worst being -42.15% [3] - Huang Chao has a cumulative tenure of 2 years and 173 days, managing assets totaling 819 million CNY, with the best fund return during his tenure being 61.64% and the worst being 59.67% [3]

Group 1 - Solid-state battery concept stocks experienced a partial surge on October 30, with Penghui Energy hitting a 20% limit up [1] - XINWANDA saw an increase of over 11% [1] - Dazhong Mining also reached the limit up [1] Group 2 - Other companies such as Jiangte Electric, Huayou Cobalt, and Tianji Co. also experienced gains [1]

Core Viewpoint - The solid-state battery concept stocks have shown a partial strength, with notable increases in share prices for several companies [1] Company Summaries - Penghui Energy has reached a limit-up increase of 20% [1] - Xinwanda has seen a rise of over 10% in its stock price [1] - Jiangte Motor, Huayou Cobalt, and Huafeng Co. have also experienced stock price increases [1]

Core Points - The company, Huayou Cobalt, announced that it will hold the 36th meeting of its sixth board of directors on October 29, 2025, to review the proposal for granting reserved restricted stocks to incentive targets [1] - The board confirmed that the conditions for granting reserved restricted stocks as outlined in the 2024 Restricted Stock Incentive Plan have been met [1] - A total of 1,111,000 restricted stocks will be granted to 302 incentive targets on the reserved grant date of October 29, 2025 [1]

浙江华友钴业股份有限公司 2024 年限制性股票激励计划预留授予激励对象名单 （截至授予日） 浙江华友钴业股份有限公司 一、限制性股票激励计划的分配情况表 2025 年 10 月 30 日 | | | | | 获授的限制 | 占预留授予限 | 占截至 2025 年 10 | | --- | --- | --- | --- | --- | --- | --- | | 序号 | 姓 名 | 职 | 务 | 性股票数量 | 制性股票总数 | 月 29 日公司股本 | | | | | | （万股） | 的比例 | 总额的比例 | | 核心管理人员、核心骨干及董事会认为 | | | | 111.10 | 28.95% | 0.06% | | 需要激励的其他人员（302 | | | 人） | | | | | 预留授予合计（302 | | 人） | | 111.10 | 28.95% | 0.06% | 注：①上述任何一名激励对象通过全部有效的股权激励计划获授的本公司股票均未超过本激励计划草案 及其摘要公告之日公司股本总额的 1%。公司全部有效的激励计划所涉及标的股票总数累计不超过股权激励 计划提交股东大会时公司股本总额的 ...

关于向激励对象授予预留部分限制性股票的公告 股票代码：603799 股票简称：华友钴业 公告编号：2025-122 浙江华友钴业股份有限公司 关于向激励对象授予预留部分限制性股票的公告 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个别及连带责任。 重要内容提示： 浙江华友钴业股份有限公司（以下简称"公司"）于2025年10月29日召开第六 届董事会第三十六次会议，审议通过了《关于向激励对象授予预留部分限制性股票 的议案》，董事会认为《公司2024年限制性股票激励计划》（以下简称"《激励计 划》"或"本激励计划"）规定的限制性股票预留授予条件已经满足，同意确定以 2025年10月29日为预留授予日，向302名激励对象授予111.10万股限制性股票。现将 有关事项公告说明如下： 一、限制性股票激励授予情况 （一）股权激励计划已履行的决策程序和信息披露情况 1、2024年12月30日，公司召开第六届董事会第二十五次会议，审议通过了《关 于公司<2024年限制性股票激励计划（草案）>及摘要的议案》《关于公司<2024年 限制性股票激励计划实施 ...

华友钴业授予预留部分限制性股票相关事项的法律意见书 国浩律师（杭州）事务所 国浩律师（杭州）事务所 关 于 浙江华友钴业股份有限公司 授予预留部分限制性股票相关事项 的法律意见书 北京 上海 深圳 杭州 广州 昆明 天津 成都 宁波 福州 西安 南京 南宁 济南 重庆 苏 州 长沙 太原 武汉 贵阳 乌鲁木齐 郑州 石家庄 香港 巴黎 马德里 硅谷 斯德哥尔摩 BEIJING SHANGHAI SHENZHEN HANGZHOU GUANGZHOU KUNMING TIANJIN CHENGDU NINGBO FUZHOU XI'AN NANJING NANNING JI'NAN CHONGQING SUZHOU CHANGSHA TAIYUAN WUHAN GUIYANG WULUMUQI ZHENGZHOU SHIJIAZHUANG HONG KONG PARIS MADRID SILICONVALLEY STOCKHOLM 浙江省杭州市老复兴路白塔公园 B 区 2 号楼、15 号楼（国浩律师楼） 邮编：310008 Grandall Building, No.2＆No.15, Block B, Bait ...

公司简称：华友钴业 证券代码：603799 上海荣正企业咨询服务（集团）股份有限公司 关 于 浙江华友钴业股份有限公司 2024 年限制性股票激励计划 预留授予相关事项 之 独立财务顾问报告 2025 年 10 月 | | | 一、释 义 17.独立财务顾问：指上海荣正企业咨询服务（集团）股份有限公司。 3 / 11 1. 华友钴业、本公司、公司、上市公司：指浙江华友钴业股份有限公司。 2. 本激励计划：指浙江华友钴业股份有限公司 2024 年限制性股票激励计划。 3. 限制性股票：指公司根据本激励计划规定的条件和价格，授予激励对象一定 数量的公司股票，该等股票设置一定期限的限售期，在达到本激励计划规定 的解除限售条件后，方可解除限售流通。 4. 激励对象：指按照本激励计划规定，获得限制性股票的公司（含控股子公 司、分公司）任职的董事（不含独立董事）、高级管理人员、核心管理人 员、核心骨干及董事会认为需要激励的其他人员。 5. 授予日：指公司向激励对象授予限制性股票的日期，授予日必须为交易日。 6. 授予价格：指公司授予激励对象每一股限制性股票的价格。 7. 限售期：指激励对象根据本激励计划获授的限制性股票被 ...