| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300618 | 塞锐铝业 | 49.60 | -4.80% | 35.49万 | 17.90亿 | | 603799 | 华友钻业 | 51.33 | -3.52% | 111.38万 | 58.39亿 | | 301219 | 腾远钻业 | 71.04 | -3.44% | 9.73万 | 6.96/Z | | 002240 | 盛新锂能 | 19.37 | -2.91% | 1 55.90万 | 10.81亿 | | 002466 | 天齐锂业 | 46.24 | -2.32% | 86.62万 | 40.73亿 | | 605376 | 博迁新材 | 47.57 | -1.92% | 5.32万 | 2.56亿 | | 600711 | 盛屯矿业 | 8.82 | -0.79% | 134.82万 | 11.98亿 | | 603399 | 永杉锂V | 10.23 | -0.78% | 25.90万 | 2.69亿 | | 002756 ...

证券代码：300618 证券简称：寒锐钴业 公告编号：2025-042 南京寒锐钴业股份有限公司 关于为全资子公司向银行申请授信提供担保的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 南京寒锐钴业股份有限公司（以下简称"公司"）于 2025 年 4 月 17 日召开 第五届董事会第十一次会议，会议以 5 票同意，0 票反对，0 票弃权审议通过《关 于公司及子公司 2025 年度融资及担保额度的议案》，并经 2024 年年度股东大会 审 议 通 过 。 具 体 内 容 详 见 公 司 于 2025 年 4 月 18 日 在 巨 潮 资 讯 网 （http://www.cninfo.com.cn/）披露的《关于公司及子公司 2025 年度融资及担保额 度的公告》（公告编号：2025-010）。 一、担保情况概述 因公司业务发展需要，公司拟为全资子公司向银行申请授信提供担保， 赣州 寒锐新能源科技有限公司（以下简称"赣州寒锐"）向中国光大银行股份有限公 司南京分行（以下简称"光大银行南京分行"）申请不超过人民币 1.5 亿元敞口 授信，由公司为上述授信提供连 ...

证券之星消息，9月8日能源金属板块较上一交易日上涨3.49%，寒锐钴业领涨。当日上证指数报收于 3826.84，上涨0.38%。深证成指报收于12666.84，上涨0.61%。能源金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300618 | 塞锐铝业 | 52.10 | 9.34% | 52.52万 | 26.50亿 | | 002460 | 赣锋锂√ | 48.65 | 9.06% | 173.92万 | 81.35 Z | | 002240 | 盛新锂能 | 19.95 | 7.43% | 83.13万 | 15.88 Z | | 603799 | 华友钻业 | 53.20 | 4.83% | 154.78万 | 81.66亿 | | 002192 | 融捷股份 | 38.39 | 3.25% | 23.58万 | 8.89 Z | | 301219 | 腾远钻业 | 73.57 | 3.14% | 16.69万 | 12.21亿 | | 000762 | 西藏 ...

9月8日，寒锐钴业涨5.18%，截至发稿，报50.12元/股，成交8.26亿元，换手率6.30%，总市值154.53亿 元。 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间6年307天，现任基金资产总规模949.76亿元，任职期间最佳基金回报 137.42%， 任职期间最差基金回报-17.29%。 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 资料显示，南京寒锐钴业股份有限公司位于江苏省南京市江宁区将军大道527号，成立日期1997年5月12 日，上市日期2017年3月6日，公司主营业务涉及主要从事金属钴粉及其他钴产品、铜产品的研发、生产 和销售。主营业务收入构成为：铜产品56.72%，钴产品39.47%，电池材料2.73%，其他1.07%。 从寒锐钴业十大流通股东角度 数据显示，南方基金旗下1只基金位居寒锐钴业十大流通股东。南方中证1000ETF（512100）二季度新 进十大流通股东，持有股数198.76万股， ...

Group 1: Industry Overview - The non-ferrous metal sector is experiencing significant activity, with various companies in the resource layout and high-end powder materials, as well as battery materials, seeing stock price increases [1] - Companies are focusing on the development of nickel resources and high-performance materials to capitalize on the growing demand in the battery sector [2] Group 2: Company Highlights - Boqian New Materials (605376.SS) achieved a 10.00% increase in stock price, reaching 48.72 yuan, and is recognized as a leading producer of high-end metal powder materials, particularly nickel powder for MLCC production [1] - Dao Technology (300409.SZ) saw an 8.84% rise in stock price to 24.02 yuan, expanding its overseas nickel resource layout and developing a high-nickel project in Indonesia with a planned annual output of 20,000 tons [1] - Changsheng Technology (300073.SZ) increased by 8.37% to 52.30 yuan, partnering with Zhongwei Co. to develop nickel resources in Indonesia, aiming for an initial production line of 60,000 tons of nickel products [2] - Dongfang Electric Heating (300217.SZ) rose 7.06% to 5.61 yuan, successfully entering the lithium battery material sector with a project producing 20,000 tons of pre-plated nickel [2] - Hanrui Cobalt (300618.SZ) increased by 6.61% to 46.30 yuan, establishing a joint venture in Indonesia to expand its presence in the new energy metal sector [2] - Xingye Silver Tin (000426.SZ) saw a 6.04% increase to 23.35 yuan, with significant nickel resource reserves of 32.84 million tons, providing a solid foundation for future expansion in the nickel industry [3]

9月1日，A股市场继续上攻。尽管金融股表现不佳并拖累了大盘，但沪指仍微幅上涨。 科技成长股依旧火热，创业板指逼近3000点。市场交易活跃度较高，日成交额微降至2.78万亿元，但市场分化明 显，有3208只个股收涨。截至8月29日，沪深京两融余额增至2.26万亿元。 多位受访人士表示，当下需要注意一些风险。例如，TMT（科技、媒体和通信）与医药板块短期交易拥挤，融资 盘占比抬升。一旦监管层对量化交易或两融窗口指导，高弹性板块可能出现剧烈回撤。预计本周指数仍将呈"沪稳深 强"的震荡抬升格局，即沪指在3850至3930点区间反复拉扯，创指则有望挑战2600点上方的筹码密集区。 3208只个股收涨 | 名称 | . | ****** | 最新 | 总市值 | 成交额 | 周涨幅% | 月涨幅% | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 有色金属(申) | | | 3.46 6635.29 | 41773 Z | 1763亿 | BA6 | 346 | 53.67 | | 院程科技 | 1 | 13.43 | 22.38 ...

证券之星消息，9月1日能源金属板块较上一交易日上涨2.59%，寒锐钴业领涨。当日上证指数报收于 3875.53，上涨0.46%。深证成指报收于12828.95，上涨1.05%。能源金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300618 | 塞锐铝业 | 45.74 | 10.14% | 42.07万 | | 18.39亿 | | 301219 | 腾远钻业 | 72.98 | 7.75% | 17.26万 | | 12.19亿 | | 600711 | 蓝电矿业 | 9.19 | 6.12% | 336.13万 | | 30.66亿 | | 603799 | 华友钻业 | 50.22 | 4.52% | 140.42万 | | 68.75亿 | | 605376 | 博迁新材 | 50.68 | 3.05% | 10.18万 | | 5.14亿 | | 002460 | 赣锋锂业 | 40.67 | 1.88% | 66.30万 | | 26.79 ...

Investment Rating - The report maintains an "Overweight" rating for the non-ferrous metals sector [1]. Core Views - The non-ferrous metals sector saw a strong performance with a weekly increase of 7.16%, ranking second among all primary industries [14]. - The optimism in the industrial metals market is driven by expectations of a demand peak in China and the anticipation of interest rate cuts by the Federal Reserve [1][27]. - Gold is expected to have significant upward potential due to challenges to the independence of the Federal Reserve and declining real interest rates [4][50]. Summary by Sections Market Review - The Shanghai Composite Index rose by 0.84%, with the non-ferrous metals sector outperforming by 6.32 percentage points [14]. - All sub-sectors within non-ferrous metals experienced gains, with small metals up 12.02%, new materials up 5.67%, energy metals up 2.89%, precious metals up 7.22%, and industrial metals up 6.95% [14]. Industrial Metals - **Copper**: As of August 29, LME copper closed at $9,902/ton, up 1.08% week-on-week, while SHFE copper closed at ¥79,410/ton, up 0.91% [34]. Supply is tightening due to maintenance in domestic smelting plants and a reduction in Codelco's production target [34]. - **Aluminum**: LME aluminum closed at $2,619/ton, down 0.11%, while SHFE aluminum closed at ¥20,740/ton, up 0.53% [37]. The theoretical operating capacity of China's electrolytic aluminum industry increased to 44.035 million tons [39]. - **Zinc**: LME zinc closed at $2,814/ton, up 0.30%, while SHFE zinc closed at ¥22,140/ton, down 0.61% [41]. - **Tin**: LME tin closed at $34,950/ton, up 3.26%, and SHFE tin closed at ¥278,650/ton, up 4.78% [46]. Precious Metals - **Gold**: As of August 29, COMEX gold closed at $3,516.10/oz, up 2.89%, and SHFE gold closed at ¥785.12/g, up 1.52% [50]. The report highlights the significant challenge to the Federal Reserve's independence and the potential for further declines in real interest rates, which could drive gold prices higher [4][51]. The demand for gold in China is strong, with net imports through Hong Kong expected to reach 43.923 tons by July 2025, reflecting a 126.81% increase [51].

Investment Rating - The report maintains a standard rating for the non-ferrous metals industry, indicating a positive outlook for investment in this sector [1]. Core Insights - The non-ferrous metals industry has seen a significant increase in performance, with an overall rise of 8.37% in the last two weeks, outperforming the CSI 300 index by 1.41 percentage points, ranking 5th among 31 industries [2][11]. - The small metals and new materials sectors have shown particularly strong performance, with increases of 21.87% and 13.84% respectively in the same period [2][16]. - The report highlights the positive impact of government policies on the rare earth sector, leading to a rapid price recovery for rare earth products [4][72]. Industry Analysis Market Performance - As of August 28, 2025, the non-ferrous metals industry has increased by 16.08% this month and 44.99% year-to-date, ranking 5th and 2nd respectively among 31 industries [11][12]. - The small metals sector has surged by 77.45% year-to-date, while the new materials sector has risen by 55.77% [16]. Price Trends - As of August 28, 2025, key prices include: - LME copper at $9,839.50 per ton - LME aluminum at $2,607 per ton - LME lead at $1,988 per ton - LME zinc at $2,787 per ton - LME nickel at $15,300 per ton - LME tin at $34,825 per ton [22]. - The rare earth price index reached 226.27, up 21.16 from early August, with specific prices for praseodymium-neodymium oxide averaging 604 yuan per kilogram [41][72]. Company Performance - Notable companies in the sector include: - China Rare Earth (000831) and Kingstone Permanent Magnet (300748), which are recommended for attention due to their strong market positions [73]. - In the last two weeks, the top-performing stocks include Zhangyuan Tungsten (57.70%), Kingstone Permanent Magnet (54.48%), and Northern Rare Earth (46.39%) [18][20]. - Year-to-date, the top gainers are Copper Crown Copper Foil (217.60%), Zhongzhou Special Materials (211.00%), and Northern Rare Earth (165.00%) [20].

Core Viewpoint - The company, Hanrui Cobalt, reported significant growth in its financial performance for the first half of 2025, with a notable increase in both revenue and net profit, indicating a recovery from previous downturns in the cobalt market [1] Financial Performance - In the first half of 2025, Hanrui Cobalt achieved an operating income of 3.168 billion yuan, representing a year-on-year growth of 23.77% [1] - The net profit for the same period was 127 million yuan, showing a substantial year-on-year increase of 102.94% [1] - The company's first quarter of 2025 saw a non-recurring net profit of 22.23 million yuan, a decline of 63.59% year-on-year, but it rebounded to 83.07 million yuan in the second quarter, demonstrating strong profit elasticity post-capacity ramp-up [1] Historical Performance - From 2023 to 2024, Hanrui Cobalt experienced a performance cycle from pressure to recovery, with a net profit of 138 million yuan in 2023, down over 34% year-on-year due to falling cobalt prices [1] - In 2024, the net profit recovered to 201 million yuan, driven by tightened supply from the extended cobalt export ban in the Democratic Republic of Congo and improved capacity utilization [1] Shareholder Activity - Significant shareholder reductions have been noted, with the controlling shareholders, Liang Jiankun and Liang Jie, having reduced their holdings since the lifting of the lock-up period in 2020, cashing out a total of 952 million yuan over three years [2][3] - In July 2025, other shareholders announced plans to reduce their holdings by up to 3% due to personal funding needs [3] Strategic Initiatives - The company provided a bank credit guarantee of up to 120 million USD for its wholly-owned subsidiary in Hong Kong, aimed at funding the construction of a nickel project in Indonesia, which is expected to generate annual revenue of 2.37 billion yuan and a gross margin of 29.2% upon its completion in March 2026 [3] - The nickel project is crucial for addressing the company's supply chain gaps in the "cobalt powder - precursor" segment and is projected to meet the demand for 400,000 electric vehicles [3] Challenges - Despite the recovery in performance, the company faces challenges, as evidenced by a decline in gross profit margin to 11.2% in the first quarter of 2025, down from 16.57% in the same period of 2024, highlighting the ongoing impact of price fluctuations in copper and cobalt on profitability [3] - The ongoing shareholder sell-offs and fluctuating gross margins reflect the vulnerabilities of resource-based companies amid cyclical market changes [3]