智通财经APP讯，博迁新材(605376.SH)公告，公司及子公司宁波广新进出口有限公司(简称"广新进出 口")与某公司(简称"X公司")签署了《战略合作协议书》。协议书约定，公司及广新进出口自2025年8月 起至2029年12月31日间预计向X公司销售5420～6495吨符合双方约定规格的镍粉产品，具体销售价格在 目前价格基础上经友好协商确定。如按照预计数量、公司目前产品售价及汇率估算，协议销售金额约为 43～50亿元。 ...

格隆汇9月28日丨博迁新材(605376.SH)公布，由于X公司生产能力预计在持续增加，对公司产品需求量 也在持续增加，且公司产品品质一直持续改善中，可以很好的满足X公司的品质要求。因此，近日公司 及广新进出口与X公司签署了《战略合作协议书》。协议书约定，公司及广新进出口自2025年8月起至 2029年12月31日间预计向X公司销售5420～6495吨符合双方约定规格的产品，具体销售价格在目前价格 基础上经友好协商确定。如按照预计数量、公司目前产品售价及汇率估算，协议销售金额约为43～50亿 元（最终以实际销售订单结算为准），达到《上海证券交易所股票上市规则》规定的披露标准。 ...

格隆汇9月28日丨博迁新材(605376.SH)公布，由于X公司生产能力预计在持续增加，对公司产品需求量 也在持续增加，且公司产品品质一直持续改善中，可以很好的满足X公司的品质要求。因此，近日公司 及广新进出口与X公司签署了《战略合作协议书》。协议书约定，公司及广新进出口自2025年8月起至 2029年12月31日间预计向X公司销售5420～6495吨符合双方约定规格的产品，具体销售价格在目前价格 基础上经友好协商确定。如按照预计数量、公司目前产品售价及汇率估算，协议销售金额约为43～50亿 元（最终以实际销售订单结算为准），达到《上海证券交易所股票上市规则》规定的披露标准。 ...

南财智讯9月28日电，博迁新材公告，公司及子公司宁波广新进出口有限公司与X公司签署了《战略合 作协议书》。根据协议，自2025年8月至2029年12月31日，博迁新材及广新进出口预计向X公司销售 5420.00〜6495.00吨符合双方约定规格的镍粉产品，预计销售金额约为43.00-50.00亿元。该协议有助于 公司与客户建立长期稳定的合作关系，符合公司发展战略规划。协议的履行预计将对公司本年度及以后 期间的经营业绩产生积极影响。然而，协议履行过程中存在一定的风险，包括市场需求变化、原材料价 格波动和汇率变动等。 ...

重要内容提示： 合同类型及金额：江苏博迁新材料股份有限公司（以下简称"公司"） 及子公司宁波广新进出口有限公司（以下简称"广新进出口"）与某公司（以下 简称"X 公司"）签署了《战略合作协议书》（以下简称"协议书"）。协议书 约定，公司及广新进出口自 2025 年 8 月起至 2029 年 12 月 31 日间预计向 X 公司 销售 5420～6495 吨符合双方约定规格的镍粉产品（以下简称"产品"），具体销 售价格在目前价格基础上经友好协商确定。如按照预计数量、公司目前产品售价 及汇率估算，协议销售金额约为 43～50 亿元（最终以实际销售订单结算为准）， 达到《上海证券交易所股票上市规则》规定的披露标准。 特别风险提示： 证券代码： 605376 证券简称：博迁新材 公告编号：2025-045 江苏博迁新材料股份有限公司 关于签署日常经营重大合同的公告 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个别及连带责任。 由于 X 公司生产能力预计在持续增加，对公司产品需求量也在持续增加，且 公司产品品质一直持续改善中，可以很好的满足 X ...

Core Viewpoint - The company has signed a strategic cooperation agreement with Company X, which is expected to positively impact its operating performance in the current and future periods [1] Summary by Relevant Sections - **Sales Agreement**: The agreement anticipates sales of 5,420 to 6,495 tons of nickel powder products to Company X from August 2025 to the end of 2029, with an estimated sales value of approximately 4.3 to 5 billion yuan [1] - **Impact on Performance**: The fulfillment of this agreement is expected to have a positive effect on the company's operating results for the current year and beyond [1]

Core Insights - The energy metals sector experienced a rise of 1.36% on September 25, with Shengtu Mining leading the gains [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Energy Metals Sector Performance - Shengtu Mining (600711) closed at 8.60, up 3.37% with a trading volume of 1.5912 million shares and a transaction value of 1.377 billion [1] - Tianqi Lithium (002466) closed at 44.69, up 3.11% with a trading volume of 738,300 shares [1] - Yongxing Materials (002756) closed at 35.29, up 2.23% with a trading volume of 137,900 shares [1] - Other notable performers include: - Cangge Mining (000408) at 55.14, up 1.92% [1] - Shengxin Lithium Energy (002240) at 18.18, up 1.68% [1] - Ganfeng Lithium (002460) at 55.73, up 1.47% [1] Capital Flow Analysis - The energy metals sector saw a net inflow of 147 million in main funds, while retail funds experienced a net outflow of 27.5759 million [2] - Major stocks in the sector showed varied capital flows, with Tianqi Lithium seeing a main fund inflow of 260 million [3] - Cangge Mining had a main fund inflow of 59.2092 million, while Shengtu Mining experienced a main fund inflow of 46.1362 million [3]

Market Overview - On September 24, the energy metals sector increased by 1.83% compared to the previous trading day, with Huayou Cobalt leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Individual Stock Performance - Huayou Cobalt (603799) closed at 55.52, with a rise of 5.79% and a trading volume of 1.32 million shares [1] - Xizang Mining (000762) closed at 22.37, up 4.39% with a trading volume of 200,100 shares [1] - Rongjie Co., Ltd. (002192) closed at 35.32, increasing by 3.97% with a trading volume of 79,200 shares [1] - Ganfeng Lithium (002460) closed at 54.92, up 3.35% with a trading volume of 1.21 million shares [1] - Yongxing Materials (002756) closed at 34.52, increasing by 2.89% with a trading volume of 93,900 shares [1] Capital Flow Analysis - The energy metals sector saw a net inflow of 299 million yuan from main funds, while retail funds experienced a net outflow of 352 million yuan [1] - Retail investors contributed a net inflow of 52.18 million yuan [1] Detailed Capital Flow for Selected Stocks - Huayou Cobalt had a main fund net inflow of 264 million yuan, but retail funds saw a net outflow of 191 million yuan [2] - Coldray Mining (300618) experienced a main fund net inflow of 35.46 million yuan, while retail funds had a net outflow of 45.88 million yuan [2] - Rongjie Co., Ltd. had a main fund net inflow of 12.06 million yuan, with retail funds showing a net outflow of 7.79 million yuan [2] - Ganfeng Lithium had a main fund net inflow of 4.36 million yuan, but retail funds experienced a net outflow of 16.13 million yuan [2]

Market Overview - On September 22, the energy metals sector declined by 0.72%, with Tengyuan Cobalt leading the drop [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Individual Stock Performance - Huayou Cobalt (603799) closed at 52.72, up 2.25% with a trading volume of 1.1924 million shares and a transaction value of 6.334 billion [1] - Cangge Mining (000408) closed at 54.24, down 0.11% with a trading volume of 84,000 shares [1] - Ganfeng Lithium (002460) closed at 52.54, down 0.53% with a trading volume of 1.2772 million shares and a transaction value of 6.638 billion [1] - Other notable declines include Tengyuan Cobalt (301219) down 5.59% and Tianqi Lithium (002466) down 2.53% [2] Capital Flow Analysis - The energy metals sector experienced a net outflow of 1.698 billion in main funds, while retail funds saw a net inflow of 758 million [2][3] - Ganfeng Lithium (002460) had a main fund net outflow of 718 million, with retail inflows of 344 million [3] - Tianqi Lithium (002466) also faced a main fund net outflow of 370 million, with retail inflows of 217 million [3]

Investment Rating - The report maintains a positive outlook on non-ferrous metal stocks, suggesting to buy on dips [2][3]. Core Views - The report indicates that the recent decline in metal prices has ended, leading to increased purchasing activity from downstream buyers. It emphasizes a long-term bullish view on non-ferrous resources, particularly copper, gold, silver, aluminum, rare earths, tungsten, antimony, and cobalt [1][3]. Industry Overview - The non-ferrous metal sector has seen a significant performance with a 1-month absolute return of 5.9%, a 6-month return of 24.7%, and a 12-month return of 88.3% [3]. - The report highlights the recent fluctuations in metal prices, with copper inventory increasing by 0.46 thousand tons to 148.9 thousand tons, while LME copper inventory decreased by 5,075 tons to 148 thousand tons [3][6]. - The report notes that the price of gallium has increased by 3.74% due to tight supply and demand dynamics, while molybdenum prices have decreased by 2.40% due to weakened demand [3][6]. Key Metal Insights - **Copper**: The report anticipates a decrease in copper inventory due to pre-holiday stocking, supporting copper prices in the medium to long term. Key companies to watch include Zijin Mining, China Nonferrous Mining, and Jiangxi Copper [3][6]. - **Aluminum**: The report indicates a slight increase in aluminum inventory but expects a positive trend in aluminum prices and profits due to improved downstream consumption [3][6]. - **Cobalt**: The report mentions that the Democratic Republic of Congo is considering extending its cobalt export ban for two more months, which could lead to a supply shortage and price increases for cobalt intermediates [6][3]. Stock Performance - The report identifies the top-performing stock in the non-ferrous sector as Boqian New Materials, which saw a weekly increase of 14.76%, while Xianglu Tungsten experienced the largest decline at -12.66% [3][6].