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能源金属板块10月22日跌0.34%,腾远钴业领跌,主力资金净流出4.95亿元
证券之星消息,10月22日能源金属板块较上一交易日下跌0.34%,腾远钴业领跌。当日上证指数报收于 3913.76,下跌0.07%。深证成指报收于12996.61,下跌0.62%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002240 | 盛新理能 | 19.95 | 3.37% | 65.28万 | | 12.82亿 | | 002756 | 永兴材料 | 37.77 | 1.21% | 10.15万 | | 3.82亿 | | 000408 | 藏格矿业 | 57.37 | 1.18% | 10.37万 | | 5.92亿 | | 600711 | 盛屯矿业 | 10.48 | 0.96% | 141.82万 | | 14.58亿 | | 002466 | 天齐锂业 | 45.97 | 0.79% | 38.82万 | | 17.49 乙 | | 603399 | 永杉锂业 | 9.36 | -0.64% | 9.15万 | | 8554. ...
静待铜矿短缺逻辑兑现,铜价有望震荡上行:有色金属大宗金属周报(2025/10/13-2025/10/18)-20251019
Hua Yuan Zheng Quan· 2025-10-19 11:50
Investment Rating - The investment rating for the non-ferrous metals industry is "Positive" (maintained) [3] Core Views - The report anticipates a potential upward trend in copper prices due to expected shortages in copper mines, particularly with the global second-largest copper mine, Grasberg, facing production halts. The report suggests that the copper supply-demand balance may shift from tight equilibrium to shortage by 2026 [4] - The report highlights the performance of various metals, including aluminum, lithium, and cobalt, with specific recommendations for companies to watch in each segment [4] Summary by Sections 1. Industry Overview - Recent macroeconomic developments include a new round of US-China trade negotiations and comments from Trump regarding the unsustainability of high tariffs on China [8] 2. Market Performance - The overall performance of the non-ferrous metals sector saw a decline, with the Shanghai Composite Index down 1.47% and the Shenwan Non-Ferrous Metals Index down 3.07%, underperforming the Shanghai Composite by 1.60 percentage points [10][11] 3. Valuation Changes - The PE_TTM for the Shenwan Non-Ferrous Metals Index is 26.96, down 1.78 from the previous week, while the PB_LF is 3.22, down 0.22 [19][22] 4. Copper - Copper prices have seen a decline, with LME copper down 1.86% and SHFE copper down 1.77%. However, the report indicates a potential for price recovery due to supply disruptions and seasonal demand [21][44] 5. Aluminum - Aluminum prices are experiencing fluctuations, with LME aluminum down 0.45% and SHFE aluminum down 0.47%. The report notes a decrease in inventory levels, which may support price stability [33][44] 6. Lithium - Lithium prices are showing mixed trends, with lithium carbonate down 0.27% and lithium spodumene up 0.83%. The report suggests that lithium prices may stabilize due to seasonal demand [73] 7. Cobalt - Cobalt prices have increased, with MB cobalt up 5.40% to $20.98 per pound, driven by changes in export regulations from the Democratic Republic of Congo [86]
腾远钴业(301219) - 简式权益变动报告书
2025-10-17 11:42
赣州腾远钴业新材料股份有限公司 简式权益变动报告书 上市公司名称:赣州腾远钴业新材料股份有限公司 股票简称:腾远钴业 股票代码:301219 股票上市地:深圳证券交易所 信息披露义务人:长江晨道(湖北)新能源产业投资合伙企业(有限合伙) 住所及通讯地址:武汉市东湖新技术开发区高新二路388号光谷国际生物医药企 业加速器一期工程1号厂房146号 股份变动性质:股份减少 签署日期:2025年10月17 日 1 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》《上市公司收购管理办法》 《公开发行证券的公司信息披露内容与格式准则第15号——权益变动报告书》及其 他相关法律、法规和部门规章的有关规定编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行证券的 公司信息披露内容与格式准则第15号——权益变动报告书》的规定,本报告书已全 面披露信息披露义务人在腾远钴业中拥有权益的股份变动情况。 截至本报告书签署之日,除本报告书披露的持股信息外,信息披露义务人没有 通过任何其他方式增加或减少其在腾远钴业中拥有权益的股份。 四 ...
腾远钴业(301219) - 关于持股5%以上股东股份减持至5%暨权益变动的提示性公告
2025-10-17 11:42
证券代码:301219 证券简称:腾远钴业 公告编号:2025-044 赣州腾远钴业新材料股份有限公司 关于持股 5%以上股东股份减持至 5%暨权益变动的提示性公告 宁波梅山保税港区晨道投资合伙企业(有限合伙)-长江晨道(湖北)新能源产业投资合伙 企业(有限合伙)保证向本公司提供的信息内容真实、准确、完整,没有虚假记载、误导性陈 述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示: 1、本次权益变动属于持股 5%以上股东减持公司股份,不触及要约收购。 2、本次权益变动后,公司持股 5%以上股东宁波梅山保税港区晨道投资合伙 企业(有限合伙)-长江晨道(湖北)新能源产业投资合伙企业(有限合伙)(以下简 称"长江晨道")持有公司股份总数 14,735,909 股,占公司总股本的 5%,占剔 除公司回购专用证券账户股份后总股本的 5.0243%,不再是公司持股 5%以上股 东。 3、长江晨道不属于公司控股股东、实际控制人及其一致行动人,本次权益 变动不会导致公司控股股东、实际控制人发生变化,不会影响公司的治理结构 和持续经营。 4、截至本公告日,公司总股本为 294,717, ...
能源金属板块10月14日跌5.61%,腾远钴业领跌,主力资金净流出30.27亿元
Market Overview - The energy metals sector experienced a decline of 5.61% on October 14, with Tengyuan Cobalt leading the drop [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Individual Stock Performance - Tengyuan Diamond (301219) closed at 68.68, down 11.24% with a trading volume of 226,400 shares and a transaction value of 1.636 billion [1] - BQ Materials (605376) closed at 56.70, down 7.88% with a trading volume of 147,300 shares and a transaction value of 863 million [1] - Cold Sharp Diamond (300618) closed at 50.77, down 7.67% with a trading volume of 265,300 shares and a transaction value of 1.398 billion [1] - Huayou Cobalt (603799) closed at 65.17, down 7.53% with a trading volume of 1,571,000 shares and a transaction value of 10.657 billion [1] - Jidian Mining (600711) closed at 10.42, down 6.13% with a trading volume of 3,028,600 shares and a transaction value of 3.336 billion [1] - Tianqi Lithium (002466) closed at 46.98, down 5.61% with a trading volume of 738,800 shares and a transaction value of 3.591 billion [1] - Cangge Mining (000408) closed at 57.13, down 5.48% with a trading volume of 202,100 shares and a transaction value of 266.6 million [1] - Yongxing Materials (002756) closed at 38.14, down 4.10% with a trading volume of 179,800 shares and a transaction value of 701 million [1] - Shengxin Lithium Energy (002240) closed at 19.05, down 4.08% with a trading volume of 442,300 shares and a transaction value of 867 million [1] - Yongshan Lithium (6633399) closed at 9.84, down 3.15% with a trading volume of 144,200 shares and a transaction value of 144 million [1] Capital Flow Analysis - The energy metals sector saw a net outflow of 3.027 billion from main funds, while retail funds had a net inflow of 2.13 billion [1] - The table shows the capital flow for individual stocks, indicating varying levels of net inflow and outflow among different companies [2]
A股能源金属、有色金属板块大幅回落,腾远钴业跌近10%
Mei Ri Jing Ji Xin Wen· 2025-10-14 06:21
(文章来源:每日经济新闻) 每经AI快讯,10月14日,A股能源金属、有色金属板块大幅回落,腾远钴业跌近10%,华友钴业跌超 8%,盛达资源、兴业银锡、紫金矿业多股跌超5%。 ...
有色金属板块回落 腾远钴业跌近10%
Core Viewpoint - The non-ferrous metal sector has experienced a significant decline, with multiple companies facing substantial stock price drops [1] Group 1: Company Performance - Tengyuan Cobalt Industry (301219) has seen a nearly 10% drop in its stock price [1] - Huayou Cobalt (603799) has experienced a decline of over 8% [1] - Several other companies, including Shengda Resources (000603), Xingye Silver Tin (000426), and Zijin Mining (601899), have also reported stock price decreases exceeding 5% [1]
关税风云再起,看好有色金属增配机会 | 投研报告
中邮证券近日发布有色金属行业报告:关税风云再起,继续加配黄金。贵金属本周继续 强势,中美关税风雨再起,可继续提升对于黄金的配置比例。白银现货出现溢价,体现逼仓 上行的动能不足,贸易争端下注意回调风险。长期来看,去美元化的进程不会转向,叠加短 期降息交易下ETF配置资金的流入,我们依然看好贵金属板块的表现,建议继续超配贵金 属。 以下为研究报告摘要: l投资要点 贵金属:关税风云再起,继续加配黄金。贵金属本周继续强势,中美关税风雨再起,可 继续提升对于黄金的配置比例。白银现货出现溢价,体现逼仓上行的动能不足,贸易争端下 注意回调风险。长期来看,去美元化的进程不会转向,叠加短期降息交易下ETF配置资金的 流入,我们依然看好贵金属板块的表现,建议继续超配贵金属。 铜:供给扰动有望提升价格中枢,关税或给出买点。在自由港下调铜产量指引后,泰克 资源同样下调26年的产量指引,2026年全球电解铜平衡表的逆转的确定性再度增强。周五由 于关税预期导致铜价大幅回调,但结合供需紧张的预期来看,回调预计给出较好的买点。 铝:铝价同样等待回调后的买点。本周LME铝上涨,和铜类似,铝在关税影响下同样存 在压力。库存情况来看,SMM监测 ...
腾远钴业股价跌5.04%,银华基金旗下1只基金重仓,持有29.38万股浮亏损失114.6万元
Xin Lang Cai Jing· 2025-10-14 02:12
Core Insights - Tengyuan Cobalt Industry experienced a decline of 5.04% on October 14, with a stock price of 73.48 yuan per share and a trading volume of 562 million yuan, resulting in a total market capitalization of 21.656 billion yuan [1] Company Overview - Tengyuan Cobalt Industry Co., Ltd. is located in Ganzhou, Jiangxi Province, and was established on March 26, 2004, with its listing date on March 17, 2022 [1] - The company's main business includes the production and sales of hazardous chemicals, fertilizers, non-ferrous metal smelting, basic chemical raw materials manufacturing, recycling of used power batteries for electric vehicles, and manufacturing of new building materials [1] - The revenue composition of the company is as follows: cobalt products account for 47.56%, copper products for 44.39%, and other products for 8.05% [1] Fund Holdings - Silver Hua Fund has a significant holding in Tengyuan Cobalt Industry, with its Silver Hua Growth Mixed Fund (161838) increasing its stake by 24,000 shares in the second quarter, holding a total of 293,800 shares, which represents 5.87% of the fund's net value [2] - The fund has reported a floating loss of approximately 1.146 million yuan as of the current date [2] Fund Manager Performance - The fund managers of Silver Hua Growth Mixed Fund are Liu Hui and Wang Ligang, with Liu Hui having a tenure of 8 years and 216 days, achieving a best fund return of 142.12% during his tenure [3] - Wang Ligang has a tenure of 5 years and 290 days, with a best fund return of 38.14% during his management [3]
腾远钴业:截至2025年9月30日公司股东户数为28910户
Zheng Quan Ri Bao Wang· 2025-10-13 09:40
Core Insights - Tengyuan Cobalt (301219) reported that as of September 30, 2025, the number of shareholders is 28,910 [1] Company Information - Tengyuan Cobalt is actively engaging with investors through interactive platforms [1]