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： 浙江华友钴业股份有限公司 关于控股股东及一致行动人部分股份解除质押及质押的公告 关于控股股东及一致行动人部分股份解除质押及质押的公告 | 股票代码：603799 | 股票简称：华友钴业 | 公告编号：2025-111 | | --- | --- | --- | | 转债代码：113641 | 转债简称：华友转债 | | 近日，公司收到控股股东华友控股及其一致行动人陈雪华先生的通知，华友 控股和陈雪华先生办理了部分股份解除质押和质押业务，具体情况如下： 1、本次股份解除质押情况 | | | 1 以公司 2025 年 9 月 26 日股本总额 1,899,272,277 股计算，以下同 关于控股股东及一致行动人部分股份解除质押及质押的公告 | 本次解除质押股份 | 股 70,592,000 | | --- | --- | | 占其所持股份比例 | 22.94% | | 占公司总股本比例 | 3.72% | | 解除质押时间 | 年 月 日 2025 9 25 | | ...

关于签署重大销售合同的公告 | 股票代码：603799 | 股票简称：华友钴业 | 公告编号：2025-112 | | --- | --- | --- | | 转债代码：113641 | 转债简称：华友转债 | | 合同生效时间：经双方授权代表签字后生效 对上市公司的影响：本次签订的合同/协议对当期不产生重大影响。待正式供货后， 预计将对公司2026年至2030年的经营业绩产生积极影响，公司将根据具体订单情况以及 收入确认原则在相应的会计期间确认收入（最终以会计师事务所审计为准） 特别风险提示： 浙江华友钴业股份有限公司 关于签署重大销售合同的公告 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法律责任。 重要内容提示： 合同类型及金额：公司子公司衢州新能源与LGES签订《三元前驱体供应协议》， 约定衢州新能源于2026年至2030年期间向LGES及其指定采购商供应三元正极前驱体产 品合计约7.6万吨。同时，公司子公司成都巴莫及匈牙利巴莫与LGES及其子公司LGES 波兰工厂签订三元正极材料《基本采购合同》，约定匈牙利巴莫于2026年至 ...

关于"华友转债"赎回结果暨股份变动的公告 | 股票代码：603799 | 股票简称：华友钴业 | 公告编号：2025-110 | | --- | --- | --- | | 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"华友转债"赎回结果暨股份变动的公告 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法律责任。 重要内容提示： 一、本次可转债赎回的公告情况 （三）本次赎回的有关事项 （一）有条件赎回条款满足情况 自2025年7月25日至2025年8月29日，浙江华友钴业股份有限公司（以下简称"公司"） 股票已有15个交易日收盘价格不低于当期转股价格34.43元/股的130％（即44.759元/股）， 根据《浙江华友钴业股份有限公司公开发行可转换公司债券募集说明书》（以下简称"《募 集说明书》"）中有条件赎回条款的相关约定，已触发"华友转债"的有条件赎回条款。 （二）本次赎回事项公告披露情况 公司于2025年8月29日召开第六届董事会第三十二次会议，审议通过了《关于提前 赎回"华友转债"的议案》， ...

Core Insights - The Shanghai Composite Index rose by 0.90% on September 29, with 26 out of 28 sectors experiencing gains, led by non-bank financials and non-ferrous metals, which increased by 3.84% and 3.78% respectively [1] - The net inflow of capital in the two markets reached 9.527 billion yuan, with 13 sectors seeing net inflows, primarily in non-bank financials, which attracted 12.348 billion yuan [1] Industry Summary - The non-ferrous metals sector saw a rise of 3.78% with a net capital inflow of 2.986 billion yuan, where 118 out of 137 stocks in this sector increased in value, and 4 stocks hit the daily limit [2] - The top three stocks in terms of net capital inflow within the non-ferrous metals sector were Ganfeng Lithium with 555.1 million yuan, Zijin Mining with 428.9 million yuan, and Huayou Cobalt with 417.7 million yuan [2] - Conversely, the electronic industry experienced the largest net outflow of capital, totaling 2.811 billion yuan, followed by the defense and military industry with a net outflow of 1.882 billion yuan [1] Capital Flow Analysis - The non-ferrous metals sector's inflow list included stocks like Ganfeng Lithium (7.83% increase), Zijin Mining (5.00% increase), and Huayou Cobalt (5.46% increase) [2] - The outflow list highlighted stocks such as Jintian Copper (0.43% decrease), Shenghe Resources (1.68% decrease), and Zhongtung High-tech (0.43% decrease), with net outflows exceeding 50 million yuan for several stocks [4]

Core Insights - The metal nickel sector has seen a significant increase of 3.65%, ranking second among concept sectors, with 35 stocks rising, including Xiangtan Electric and Boke New Materials reaching their daily limit [1][2] - Major gainers in the nickel sector include Tongling Nonferrous Metals, which rose by 8.40%, Luoyang Molybdenum by 6.81%, and Pengxin Resources by 5.79% [1][2] - Conversely, stocks like *ST Qingyan and Jinyang Co. experienced declines of 2.57% and 2.19%, respectively [1] Sector Performance - The top-performing concept sectors today include: - Metal Zinc: +3.68% - Metal Nickel: +3.65% - Metal Lead: +3.61% - Futures Concept: +3.32% - Sodium-ion Battery: +3.08% [2] Capital Flow - The metal nickel sector attracted a net inflow of 1.039 billion yuan, with 23 stocks receiving net inflows, and 8 stocks exceeding 50 million yuan in net inflow [2] - Leading the net inflow is Huayou Cobalt with 417 million yuan, followed by Xiangtan Electric with 244 million yuan and Luoyang Molybdenum with 99.73 million yuan [2][3] Stock-Specific Data - Notable stocks in the nickel sector include: - Huayou Cobalt: +5.46%, with a turnover rate of 6.05% and a net inflow of 416.76 million yuan [3] - Xiangtan Electric: +10.00%, with a net inflow rate of 39.83% [3] - Luoyang Molybdenum: +6.81%, with a net inflow of 99.73 million yuan [3] - Other significant gainers include Shengda Resources and Boke New Materials, both rising by 9.99% [3][4]

Core Insights - The lithium extraction concept from salt lakes has seen a rise of 2.78%, ranking 8th among concept sectors, with 39 stocks increasing in value, including Donghua Technology, Wanli Stone, and *ST Zhengping reaching their daily limit [1] - Major gainers in the sector include Yiwai Lithium Energy, Ganfeng Lithium, and Luoyang Molybdenum, with respective increases of 8.30%, 7.83%, and 6.81% [1] - The sector experienced a net inflow of 2.292 billion yuan, with 27 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflow [2] Sector Performance - The top-performing concept sectors today include Zinc Metals at 3.68%, Nickel Metals at 3.65%, and Lead Metals at 3.61%, while the Salt Lake Lithium concept follows at 2.78% [2] - The Salt Lake Lithium sector's net inflow was led by Ganfeng Lithium with 555.107 million yuan, followed by Zijin Mining and Huayou Cobalt with 428.394 million yuan and 416.767 million yuan respectively [2][3] Stock Performance - Stocks with the highest net inflow ratios include Wanli Stone at 16.06%, Jinyuan Co. at 13.16%, and Fulin Precision at 9.37% [3] - Ganfeng Lithium, Zijin Mining, and Huayou Cobalt are notable for their respective daily increases of 7.83%, 5.00%, and 5.46% [4] - Stocks such as Beijiete, Fumiao Technology, and Wotong Technology experienced declines of 2.14%, 0.88%, and 0.32% respectively [5]

Core Insights - The cobalt metal concept has seen a rise of 3.02%, ranking sixth among concept sectors, with 34 stocks increasing in value, including notable gains from companies like Ganfeng Lithium, Luoyang Molybdenum, and Pengxin Resources [1][2] Market Performance - The top-performing concept sectors today include: - Zinc: +3.68% - Nickel: +3.65% - Lead: +3.61% - Cobalt: +3.02% [2] - The cobalt sector attracted a net inflow of 1.576 billion yuan, with 22 stocks receiving net inflows, and 9 stocks exceeding 50 million yuan in net inflow [2] Key Stocks - Ganfeng Lithium led the net inflow with 555.1 million yuan, followed by Zijin Mining and Huayou Cobalt with net inflows of 428.9 million yuan and 416.8 million yuan respectively [2][3] - Notable stock performances include: - Ganfeng Lithium: +7.83% - Zijin Mining: +5.00% - Huayou Cobalt: +5.46% - Luoyang Molybdenum: +6.81% [3][4] Fund Flow Ratios - The highest net inflow ratios were observed in: - China Metallurgical Group: 10.04% - China Power Construction: 9.29% - Tibet Mining: 8.89% [3]

Core Insights - The energy metals sector experienced a significant increase of 4.85% on September 29, with Boqian New Materials leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Sector Performance - Boqian New Materials (605376) saw a closing price of 59.49, with a rise of 10.00% and a trading volume of 18,400 lots, amounting to 110 million yuan [1] - Ganfeng Lithium (002460) closed at 58.50, up 7.83%, with a trading volume of 1,189,500 lots and a transaction value of 6.772 billion yuan [1] - Other notable performers included: - Sai Rui Aluminum (300618) at 53.24, up 5.78% [1] - Huayou Cobalt (603799) at 60.25, up 5.46% [1] - Tengyuan Diamond (301219) at 72.27, up 5.20% [1] Capital Flow - The energy metals sector saw a net inflow of 1.344 billion yuan from main funds, while retail funds experienced a net outflow of 828 million yuan [1] - Ganfeng Lithium had a main fund net inflow of 5.42 billion yuan, but retail funds saw a net outflow of 2.96 billion yuan [2] - Huayou Cobalt also reported a main fund net inflow of 4.97 billion yuan, with retail funds experiencing a net outflow of 4.53 billion yuan [2]

Core Viewpoint - The non-ferrous metal industry index in China has shown strong performance, with significant increases in various stocks, driven by a government plan aimed at stabilizing growth in the sector and rising gold prices reaching historical highs [1][2]. Group 1: Industry Performance - As of September 29, 2025, the non-ferrous metal industry index (399395) rose by 3.10%, with notable stock increases including Vanadium Titanium Co. (000629) up 10.00%, Xingye Silver Tin (000426) up 9.11%, and Tongling Nonferrous Metals (000630) up 7.77% [1]. - The non-ferrous ETF fund (159880) also increased by 3.07%, with the latest price reported at 1.61 yuan [1]. Group 2: Government Initiatives - The Ministry of Industry and Information Technology, along with eight other departments, issued the "Non-Ferrous Metal Industry Stabilization Growth Work Plan (2025-2026)" to support the sector [1]. Group 3: Commodity Insights - East Wu Securities forecasts that copper prices will remain strong due to anticipated supply contractions and potential interest rate cuts by the Federal Reserve, while aluminum prices are expected to fluctuate amid weak demand [1]. - The gold market is influenced by a shift in the Federal Reserve's stance during the global central bank conference in August, with expectations of continued inflation and declining nominal interest rates, suggesting a broad potential for precious metals [1]. Group 4: ETF Composition - The non-ferrous metal industry index includes 50 prominent securities based on size and liquidity, reflecting the overall performance of listed companies in the sector [2]. - As of August 29, 2025, the top ten weighted stocks in the index accounted for 50.35% of the total, including Zijin Mining (601899) and Northern Rare Earth (600111) [2].

Core Viewpoint - The resurgence of the non-ferrous metals sector is highlighted, particularly with the rise of cobalt and lithium prices, benefiting companies like Huayou Cobalt [1][2]. Market Performance - Huayou Cobalt's stock has shown significant resilience, with a price increase of 18.9% since September, while the Shanghai Composite Index fell by 0.77% [1]. - Over the past three months, Huayou Cobalt's stock price surged by 54.32%, leading to a market capitalization of 105.4 billion yuan [1][8]. Company Background - Huayou Cobalt was established in 2002, initially focusing on cobalt resources, and has since expanded its operations internationally, particularly in the Democratic Republic of Congo [3][4]. - The company has undergone significant transformations, evolving from a resource seller to an integrated player in the resource-refining-sales chain [4]. Cyclical Nature of the Industry - The non-ferrous metals industry, including cobalt and nickel, is characterized by strong cyclical trends, with Huayou Cobalt experiencing three notable cycles of boom and bust [5][6]. - The first cycle (2015-2017) saw cobalt prices soar due to demand from the smartphone and electronics sectors, followed by a sharp decline [5]. - The second cycle (2019-2022) was marked by a significant drop in cobalt prices due to adjustments in the new energy battery industry, leading to a drastic reduction in Huayou's profits [5]. - The third cycle began in 2023, with an oversupply in the market impacting Huayou's performance [6]. Recent Performance and Recovery - In the first half of 2023, Huayou Cobalt reported revenue of 37.2 billion yuan, a year-on-year increase of 23.78%, and a net profit of 2.711 billion yuan, up 62.26% [7][8]. - This performance marks the company's best half-year results in recent years, driven by the recovery in cobalt and nickel prices [8]. Price Trends and Future Outlook - Cobalt prices have rebounded from a low of $9.95 per pound earlier in the year, influenced by supply constraints from the Democratic Republic of Congo [9]. - Nickel, which constitutes a significant portion of Huayou's revenue, has also shown signs of recovery due to supply restrictions and rising production costs [10]. - The development of solid-state battery technology is expected to further boost nickel demand, positioning Huayou Cobalt favorably for future growth [10].