内容概况：中国是全球最大的氧化钴生产国和消费国。2025年上半年，中国氧化钴产量为0.95万吨，同 比增长40.69%。需求方面，2025年全球新能源汽车销量预计突破1800万辆，中国作为最大单一市场， 动力电池领域对高纯度氧化钴的需求激增，尤其是钴酸锂正极材料对类球形颗粒氧化钴的需求。储能电 池市场因"双碳"目标加速发展，进一步拉动氧化钴需求。消费电子领域，折叠屏手机、AR/VR设备等新 兴产品的单机钴含量较传统机型提升40%，形成增量需求。政策层面，国务院《推动大规模设备更新和 消费品以旧换新行动方案》及地方新能源材料支持政策，为氧化钴在动力电池领域的应用提供长期利 好。同时，动力电池退役潮（2025年起）倒逼回收体系完善，格林美等企业已实现钴回收率超99%，构 建"资源-材料-回收"闭环商业模式，为氧化钴行业的可持续发展提供了重要支撑。 相关上市企业：华友钴业（603799）、寒锐钴业（300618）、中伟股份（300919）、格林美 （002340）、道氏技术（300409） 相关企业：浙江华友钴业股份有限公司、南京寒锐钴业股份有限公司、洛阳栾川钼业集团股份有限公 司、云南云天化股份有限公司、宁德时代 ...

多家新能源企业ESG评级获得显著提升。 中伟股份则因其劳工管理和供应链透明度获得高分，董事会独立性强，且所有业务均纳入道德审计范 畴。另外，中伟股份把"零碳工厂+循环园区"模式复制到5大基地，单位产品碳排两年下降23 %，并上 线区块链溯源系统，对镍、钴等关键原料实现100 %尽责管理，从而完成从BBB到AA的"跳级"。 另外，四家企业都将ESG优势转化为订单优势。比如说，欣旺达推出625 Ah超大储能电芯及电池护照数 字化平台，提前满足欧盟电池法规，目前已经和2024年出货量居全球前五的交流侧储能系统供应商建立 了业务关系。评级提升不仅降低了资本成本，更让这些企业在全球新能源供应链重构中赢得先机，形 成"ESG-技术-市场-资本"正向循环。 近日，国际权威指数机构摩根士丹利资本国际公司（Morgan Stanley Capital International，以下简 称"MSCI"）发布最新ESG（环境、社会和公司治理）评级结果。璞泰来、欣旺达、金风科技、中伟股 份等多家新能源企业ESG评级获得显著提升。 璞泰来从A级跃升至AA级，欣旺达评级由BBB级跃升至A级，金风科技由BBB级升至A级，中伟股份从 BB ...

Core Points - The Shanghai Composite Index closed at 3653.50 points, above the annual line, with a gain of 0.51% [1] - The total trading volume of A-shares reached 1,149.623 billion yuan [1] - A total of 69 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] Summary of Stocks Breaking the Annual Line - The stocks with the highest deviation rates include: - Shen Zhen Zhi Ye A: 5.97% deviation, closing price 6.97 yuan, with a daily increase of 7.07% and turnover rate of 4.64% [1] - De Fang Na Mi: 5.54% deviation, closing price 35.42 yuan, with a daily increase of 8.25% and turnover rate of 8.20% [1] - An Da Ke Ji: 5.19% deviation, closing price 5.86 yuan, with a daily increase of 5.78% and turnover rate of 6.58% [1] - Other notable stocks with smaller deviation rates include: - Hua Xi Biological: just above the annual line [1] - Yuan Zuo Shares: just above the annual line [1] - Pu Rui Eye Care: just above the annual line [1] Additional Stock Data - Other stocks with significant performance include: - Zhu Hai Guan Yu: 4.33% deviation, closing price 15.64 yuan, daily increase of 6.76% [1] - San Wei Gu Fen: 4.27% deviation, closing price 12.50 yuan, daily increase of 7.76% [1] - Tian Li Lithium Energy: 2.96% deviation, closing price 30.04 yuan, daily increase of 4.05% [1]

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股CFO数据报告》显示，2024年A股上市公司财务总监 CFO群体薪酬规模合计达42.70亿元，平均年薪为81.48万元。 | | | | 2024年1月に1丁コミュレムタリアン利用川は | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 简称 | 行业(申万二级) | CFO | 薪酬 (万) | 薪酬变化 | 归母净利(亿) | 増速 | 学历 | | 宁德时代 | 电池 | 郑舒 | 285.10 | -2.2% | 507.45 | 15.0% | 双本科 | | 贝特瑞 | 电池 | 刘志文 | 274.83 | -45.7% | 9.30 | -43.8% | 大专 | | 格林美 | 电池 | 穆猛刚 | 234.95 | 53.8% | 10.20 | 9.2% | 硕士 | | 天赐材料 | 电池 | 顾斌 | 216.50 | 0.0% ...

行业内，天赐材料2024年营收同比下降18.74%，归母净利润同比下降74.40%，均连续2年下滑，公司CFO顾斌仍以216.5万元年薪，位居业内第四，其大专学 历也明显低于同行。 | 简称 | 行业(申万二级) | CFO | 薪酬(万) | 薪酬变化 | 归母浄利(亿) | 增速 | 学历 | | --- | --- | --- | --- | --- | --- | --- | --- | | 宁德时代 | 电池 | 郑舒 | 285.10 | -2.2% | 507.45 | 15.0% | 双本科 | | 贝特瑞 | 电池 | 刘志文 | 274.83 | -45.7% | 9.30 | -43.8% | 大专 | | 格林美 | 电池 | 穆猛刚 | 234.95 | 53.8% | 10.20 | 9.2% | 硕士 | | 天赐材料 | 电池 | 顾斌 | 216.50 | 0.0% | 4.84 | -74.4% | 大专 | | 德瑞锂电 | 电池 | 王卫生 | 207.84 | 61.1% | 1.51 | 182.5% | 大专 | | 中伟股份 | 电池 | 朱宗元 | 205.7 ...

金融界消息 截至2025年8月5日收盘，中伟股份（300919）报收于33.98元，上涨0.5%，换手率0.63%， 成交量5.75万手，成交金额1.95亿元。 资金流向方面，今日主力资金净流入1348.39万元，占比成交额6.93%。其中，超大单净流出257.05万 元、占成交额1.32%，大单净流入1605.44万元、占成交额8.25%，中单净流出流出597.36万元、占成交 额3.07%，小单净流出751.02万元、占成交额3.86%。 天眼查商业履历信息显示，中伟新材料股份有限公司，成立于2014年，位于铜仁市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本93802.8458万人民币，实缴资本93708.9814 万人民币。公司法定代表人为邓伟明。 通过天眼查大数据分析，中伟新材料股份有限公司共对外投资了13家企业，参与招投标项目4196次，知 识产权方面有商标信息21条，专利信息223条，此外企业还拥有行政许可32个。 来源：金融界 中伟股份最新一期业绩显示，截至2025一季报，公司营业总收入107.87亿元、同比增长16.09%，归属净 利润3.08亿元，同比减少18.8 ...

Core Insights - Cobalt concentrate is a critical raw material in the cobalt industry, with significant implications in sectors like new energy and aerospace, and is undergoing a transition towards technology-driven and green low-carbon development [1][4][22] - China heavily relies on imports for cobalt resources, with over 90% of its supply coming from abroad, leading to a pronounced supply-demand imbalance exacerbated by export bans from the Democratic Republic of the Congo (DRC) [1][4][12] - Major Chinese companies like Luoyang Molybdenum and Huayou Cobalt are adopting "going out" strategies to secure overseas resources, aiming to build a dual-circulation supply chain [1][16][20] Cobalt Concentrate Industry Overview - Cobalt concentrate is produced through the beneficiation of primary cobalt ores or associated minerals, typically increasing cobalt content to 15%-25%, and can be categorized into three types based on chemical composition: sulfide, oxide, and mixed [2][4] - The cobalt industry is recognized as a strategic mineral, essential for national industrial security and economic resilience, particularly in the context of the growing demand for electric vehicle batteries and high-end manufacturing [4][12] Development Background of China's Cobalt Concentrate Industry - Cobalt's strategic importance is underscored by its inclusion in the national strategic mineral directory, with policies promoting its use in electric vehicle batteries and energy storage systems [4][5] - The Chinese government is implementing policies to enhance resource security, including resource tax reforms and support for overseas mining projects, to address domestic cobalt resource scarcity [4][5] Industry Chain of China's Cobalt Concentrate - The industry chain is characterized by heavy reliance on imports for upstream resources, advanced smelting technology in the midstream, and rapid expansion of downstream applications, particularly in electric vehicle batteries [6][12] - The recycling of cobalt is becoming increasingly important, with recycled cobalt accounting for 18% of the supply, contributing to a circular economy [6][12] Current Status of China's Cobalt Concentrate Industry - China's cobalt production is constrained by limited domestic resources, with annual output hovering between 0.2 to 0.3 million tons, resulting in a self-sufficiency rate of less than 10% [12][14] - The demand for cobalt is surging, particularly from the electric vehicle sector, which is expected to drive the market size to exceed 100 billion yuan [12][14] Competitive Landscape of China's Cobalt Concentrate Industry - The competitive landscape features leading companies like Luoyang Molybdenum and Huayou Cobalt dominating resource control and full industry chain integration, while smaller firms focus on niche markets [20][21] - Foreign companies are deepening their local presence through technology partnerships and investments, particularly in high-end applications [20][21] Future Trends in China's Cobalt Concentrate Industry - The industry is evolving towards diversified resource security, high-end technological breakthroughs, and structured market upgrades, with a focus on overseas resource control and recycling [22][23] - Technological advancements in hydrometallurgy and the development of high-end cobalt materials are expected to reshape the industry's value distribution [23][24] - The demand structure is shifting, with electric vehicles remaining the primary growth driver, while energy storage and high-end industrial applications are emerging as new growth areas [24][25]

Group 1 - The core revenue composition of Zhongwei Co., Ltd. for the year 2024 is as follows: lithium battery cathode precursor materials account for 47.48%, new energy metals account for 33.52%, and others account for 19.0% [1] Group 2 - As of August 1, 2025, Zhongwei Co., Ltd. has repurchased approximately 22.96 million shares, representing 2.45% of the total share capital, with a total transaction amount of approximately 797 million yuan [3]

Group 1 - On August 2, 100 companies announced a total of 102 stock repurchase updates [1] - Two companies disclosed stock repurchase plans for the first time, with Nova Star Cloud planning to repurchase up to 150 million yuan and Baiyun Electric planning to repurchase up to 20 million yuan [2] - Among the companies with the highest repurchase amounts, Muyuan Foods repurchased 2.16 billion yuan, Hikvision repurchased 1.859 billion yuan, and Zhongwei Co. repurchased 797 million yuan [2] Group 2 - The companies that have completed their repurchases include Nengte Technology, which repurchased 500 million yuan, Saiyi Information with 5.0047 million yuan, and Enjie Co. with 4.2023 million yuan [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 一、公司注册资本变更的相关情况 （一）2022年限制性股票激励计划第三个解除限售期第一类限制性股票回购注销情况 中伟新材料股份有限公司（以下简称"公司"）于2025年4月10日和2025年5月6日分别召开第二届董事会 第三十次会议和2024年年度股东大会，审议通过《关于回购注销2022年限制性股票激励计划部分限制性 股票的议案》，同意回购注销1,840,211股已获授但尚未解除限售的限制性股票。 证券代码：300919 证券简称：中伟股份 公告编号：2025-086 中伟新材料股份有限公司 关于变更公司注册资本、修订 《公司章程》并完成工商变更登记的 公 告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 2025年7月2日，公司办理完成上述限制性股票的回购注销手续。本次回购注销完成后，公司股份总数由 937,089,814股变更为935,249,603股，公司注册资本由937,089,814元变更为935,249,603元。 （二）2023年限制性股票激励计划首次授予第二个归属期及预留授予第一个归属期的归属情况 公司 ...