Core Viewpoint - Huayou Cobalt Industry is reducing its stake in LG-HY BCM, Co., Ltd. to mitigate overseas market risks, resulting in a one-time profit of approximately 470 million yuan from the transaction [1][4]. Financial Performance - In the first half of 2025, Huayou Cobalt achieved revenue of approximately 37.2 billion yuan, a year-on-year increase of 23.78%, and a net profit attributable to shareholders of about 2.7 billion yuan, up over 62% [2][8]. - The company's financial pressure is easing, with financial expenses in the first half of 2025 amounting to 9.12 billion yuan, a decrease of 14.80% year-on-year [3]. Investment and Stake Changes - The company plans to transfer 25% of its stake in BCM for approximately 121 million USD (about 861 million yuan), reducing its ownership from 49% to 24% [4][5]. - The investment in BCM has been beneficial, with net investment income of 1.362 billion yuan in 2024 and 445 million yuan in the first half of 2025 [2]. Market Position and Strategy - Huayou Cobalt has a strong presence in the global market, with 65% of its revenue coming from overseas markets in the first half of 2025 [9][10]. - The company is involved in the research and production of key materials for new energy batteries, maintaining strategic partnerships with major global battery manufacturers [7][10]. Production and Sales Data - In the first half of 2025, Huayou Cobalt's sales volume for ternary cathode materials reached 39,600 tons, a year-on-year increase of 17.68%, with high-nickel products accounting for over 60% of the total [8]. - The company has seen significant growth in nickel product sales, with a year-on-year increase of 83.91% in the first half of 2025 [8].

Core Viewpoint - Huayou Cobalt announced that investors holding "Huayou Convertible Bonds" can either continue trading in the secondary market within the specified time or convert at a price of 34.43 CNY per share. If forced redemption occurs, investors may face significant losses [2] Summary by Relevant Sections - **Investment Options**: Investors can trade in the secondary market or convert bonds at 34.43 CNY per share [2] - **Forced Redemption**: If forced redemption happens, investors will receive 100 CNY per bond plus accrued interest of 0.8918 CNY per bond, totaling 100.8918 CNY per bond [2] - **Potential Losses**: The possibility of forced redemption may lead to considerable investment losses for bondholders [2]

关于实施"华友转债"赎回暨摘牌的第三次提示性公告 | 股票代码：603799 | 股票简称：华友钴业 | 公告编号：2025-097 | | --- | --- | --- | | 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"赎回暨摘牌的第三次提示性公告 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： 截至2025年9月10日收市后，距离2025年9月23日（"华友转债"最后交易日）仅剩 9个交易日，2025年9月23日为"华友转债"最后一个交易日1。 最后转股日：2025年9月26日 截至2025年9月10日收市后，距离2025年9月26日（"华友转债"最后转股日）仅剩 12个交易日，2025年9月26日为"华友转债"最后一个转股日。 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"除在规定时限内通过二级市场继续交易或按照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 ...

浙江华友钴业股份有限公司 关于实施"华友转债"赎回暨摘牌的第二次提示性公告 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： 截至2025年9月9日收市后，距离2025年9月23日（"华友转债"最后交易日）仅剩10个交易日，2025年9月 23日为"华友转债"最后一个交易日（提请投资者注意区分"可转债债券停牌"与"可转债转股停牌"：2025 年9月23日为"华友转债"最后一个交易日，自2025年9月24日起"华友转债"将实施债券停牌，届时持有人 无法通过二级市场进行"华友转债"交易；2025年9月26日为"华友转债"最后一个转股日，自2025年9月29 日起"华友转债"将在上海证券交易所摘牌。）。 股票代码：603799 股票简称：华友钴业 公告编号：2025-096 转债代码：113641 转债简称：华友转债 ● 最后转股日：2025年9月26日 截至2025年9月9日收市后，距离2025年9月26日（"华友转债"最后转股日）仅剩13个交易日，2025年9月 26日为"华友转债"最后一个转股日。 ● 本次提前赎 ...

Group 1 - Matrix Co., Ltd. announced that its wholly-owned subsidiary, Anke Technology, introduced a strategic investor, Shenzhen Jifu New Industry Venture Capital Fund, which invested 5 million yuan for a 10% stake [1] - Heng Rui Medicine received approval from the National Medical Products Administration for its Eicosapentaenoic Acid Ethyl Ester Soft Capsule, aimed at reducing triglyceride levels in patients with severe hypertriglyceridemia [1] - Mo Gao Co., Ltd. announced the resignation of its Vice President Jin Baoshan due to job transfer [1] Group 2 - Yao Wang Technology decided to terminate two fundraising projects and will permanently supplement the remaining funds into working capital [2] - Minhe Livestock reported sales of 25.53 million chicklings in August, generating revenue of 86.41 million yuan, with year-on-year growth of 27.60% [2] - Sichuan Jinding announced the resignation of its Director and General Manager Xiong Jifeng due to personal reasons [3] Group 3 - Taiji Group received approval for clinical trials of its Semaglutide Injection, aimed at blood sugar control in type 2 diabetes patients [5] - Jieput announced plans to increase capital in its affiliate, Suidong Intelligent Technology, with an investment of 5 million yuan for a 5% stake [7] - GeLing Deep Vision's controlling shareholders committed not to reduce their shareholdings for six months starting from September 17, 2025 [8] Group 4 - Huafeng Superfiber reported the resignation of its Vice President Liu Cong due to personal reasons [9] - Xiaoming Co., Ltd. reported sales revenue of 79.90 million yuan from chicken products in August, with year-on-year growth of 11.73% [11] - Lion Head Co., Ltd. announced that its application for issuing shares and cash to acquire assets has been accepted by the Shanghai Stock Exchange [12] Group 5 - Jinlong Automobile reported a bus sales volume of 4,074 units in August, a year-on-year increase of 23.6% [43] - Metro Design signed a contract for the Ho Chi Minh City urban rail transit project in Vietnam, with a total amount of 1.754 trillion VND [45] - North New Road and Bridge announced winning a mining construction project worth 504 million yuan [28]

关于实施"华友转债"赎回暨摘牌的第二次提示性公告 | 股票代码：603799 | 股票简称：华友钴业 | 公告编号：2025-096 | | --- | --- | --- | | 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"赎回暨摘牌的第二次提示性公告 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： 截至2025年9月9日收市后，距离2025年9月23日（"华友转债"最后交易日）仅剩 10个交易日，2025年9月23日为"华友转债"最后一个交易日1。 最后转股日：2025年9月26日 截至2025年9月9日收市后，距离2025年9月26日（"华友转债"最后转股日）仅剩 13个交易日，2025年9月26日为"华友转债"最后一个转股日。 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"除在规定时限内通过二级市场继续交易或按照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 ...

Core Viewpoint - Huayou Cobalt announced the election of Ms. Tao Yiwen as the employee representative director for the sixth board of directors, which will be held on September 8, 2025, during the employee representative assembly [1] Group 1 - The employee representative assembly approved the election of Ms. Tao Yiwen as a director [1] - Ms. Tao Yiwen will join the seven other directors elected at the 2022 annual general meeting, forming the sixth board of directors [1] - The term of the newly elected board members will align with the term of the sixth board of directors [1]

证券日报网讯 9月8日晚间，华友钴业发布公告称，公司第六届董事会第三十三次会议审议通过了《关 于出售参股公司部分股权的议案》等多项议案。 （文章来源：证券日报） ...

证券日报网讯 9月8日晚间，华友钴业发布公告称，公司2025年第三次临时股东大会于2025年9月8日召 开，审议通过了《关于取消监事会暨修订的议案》等多项议案。 （文章来源：证券日报） ...

根据《股份转让协议》，本次交易款项将由丰田通商全额一次性支付，付款时点为交易先决条件得到满 足或放弃后的第五个工作日，或双方合意的其他日期。 9月8日，华友钴业已与丰田通商签署《股份转让协议》，该交易已获华友钴业第六届董事会第三十三次 会议审议通过，本次交易无需提交股东大会审议。 交易标的BCM公司2021年11月3日成立，注册地址在韩国，主营业务为二次电池材料制造。截至2025年 8月末，华友钴业持有的BCM公司49%股权账面价值为人民币6.94亿元，本次转让的25%股权，交易价 格较账面值溢价143.28%。该定价以华友钴业对BCM公司的实缴出资为基础，综合考量BCM公司未来 业务发展规划、技术研发实力及市场增长潜力等因素，经双方友好协商确定。 BCM公司目前由控股股东株式会社LG化学主导运营，已于2024年1月正式投产，当前生产、销售等经 营活动均正常开展。本次交易前，LG化学持有BCM公司51%股权，华友钴业持有49%股权；交易完成 后，股权结构将调整为LG化学持股比例不变，华友钴业持股降至24%，丰田通商以25%持股成为第二大 股东。LG化学已同意此次股权转让，并出具放弃优先购买权承诺函。 交易对方 ...