证券日报网讯2月3日，腾远钴业（301219）在互动平台回答投资者提问时表示，腾远钴业的海外子公司 作为公司整体业务的重要组成部分，其经营数据已纳入公司合并报表范围。公司合并报表反映了国内外 业务的整体经营成果和财务状况，公司海外营业收入及净利润具体情况请关注公司后续定期报告。 ...

证券之星消息，1月29日能源金属板块较上一交易日下跌1.24%，永杉锂业领跌。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。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) | | --- | --- | --- | --- | --- | --- | | 6633209 | 永杉坪 / | 11.76 | -4.00% | 31.68万 | 3.75 Z | | 002240 | 盛新锂能 | 37.80 | -3.32% | 52.90万 | 20.12亿 | | 002466 | 天齐锂业 | 59.12 | -3.26% | 58.73万 | 35.00亿 | | 603799 | 华友钻业 | 78.60 | -2.67% | 70.27万 | 55.68亿 | | 301219 | 腾远钻业 | 77.33 | -2.35% | 14.07万 | 11.01亿 | | 600711 | 暨屯矿业 | 17.87 | -2.14% | 214.48万 | 38.60亿 | | 000762 ...

证券之星消息，1月28日能源金属板块较上一交易日上涨1.82%，博迁新材领涨。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 605376 | 博迁新材 | 89.54 | 7.23% | 16.80万 | | 14.53亿 | | 300618 | 塞锐钻业 | 54.03 | 6.95% | 34.64万 | | 18.30亿 | | 301219 | 腾远钻业 | 79.19 | 4.68% | 16.62万 | | 12.97亿 | | 6633209 | 永杉锂业 | 12.25 | 4.61% | 31.84万 | | 3.82亿 | | 600711 | 盛电矿业 | 18.26 | 4.52% | 200.27万 | | 35.95 Z | | 603799 | 华友钻业 | 80.76 | 3.34% | 81.20万 | | 64.6 ...

腾远钴业 20260127 摘要 腾远钴业是全球钴源出口龙头企业，持续扩充产能，计划 2025 年达到 3.15 万吨，提升市场占有率。公司技术团队强大，生产线设计灵活，能 根据需求调整生产规模，提高销售效率。 公司已导入新能源汽车、消费电子、航天航空及 AI 机器人等新兴科技领 域龙头客户，供应链优势明显，积极寻求国内外优质矿山资源，扩大市 场份额。 腾远钴业财务状况稳健，营收规模稳步提升，利润持续释放，账面现金 充裕，负债率约为 20%，远低于行业平均水平，并坚持分红政策，累计 分红近 20 亿元。 公司计划扩大海外和国内矿山资源布局，寻找古铜和镍资源，并在废旧 电池回收领域进行布局，包括散货、厂费相关渠道以及海外城市矿山资 源进口。 公司主要出货形态包括氯化钴、四氧化三钴、硫酸钴和电钴。2025 年 下半年电钴减产明显，更多精力放在氯化钴和四氧化三钴上。2026 年 前三季度氯化钴和四氧化三钴占比超过 70%。 Q&A 请介绍一下腾远钴业的主营业务及其在非洲刚果金的布局情况。 腾远钴业专注于新能源电池材料领域，主要产品包括铜和钴。公司在非洲刚果 金布局了铜冶炼业务，目前具备 6 万吨铜的产能。2025 ...

Investment Rating - The investment rating for the non-ferrous metals industry is "Positive" (maintained) [4] Core Views - The report highlights that copper prices are experiencing high-level fluctuations amidst inventory accumulation, with short-term price adjustments expected to be limited due to the financial attributes of copper supported by rising gold prices. The supply-demand balance for copper may shift from tight equilibrium to shortage in the medium to long term, driven by insufficient capital expenditure in copper mines and frequent supply disruptions. The report suggests monitoring companies such as Zijin Mining, Luoyang Molybdenum, Jiangxi Copper, and others [5] - For aluminum, the report notes that both alumina and aluminum prices are under pressure due to high inventory levels. The short-term outlook for aluminum prices is expected to remain stable amidst high demand, particularly in the air conditioning and consumer goods sectors [5] - Lithium demand remains strong despite seasonal trends, with lithium carbonate prices entering an upward cycle driven by supply-demand reversal. The report recommends focusing on companies with high self-sufficiency in lithium resources [5] - Cobalt prices are expected to continue rising due to tight raw material supply, with the report suggesting companies like Huayou Cobalt and others for investment [5] Summary by Sections 1. Industry Overview - The report provides insights into macroeconomic indicators, including the U.S. core PCE price index and unemployment claims, which align with expectations [9] - Key announcements include Zijin Mining's completion of the second phase of the Jilong Copper Mine, significantly increasing its production capacity [10] 2. Market Performance - The non-ferrous metals sector outperformed the Shanghai Composite Index, with a weekly increase of 6.03% compared to the index's 0.84% rise [11] - The report lists the top-performing stocks in the sector, highlighting significant movements in various sub-sectors [11] 3. Valuation Changes - The report notes that the TTM PE for the non-ferrous metals sector is 33.82, with a change of 1.79, while the PB is 4.18, reflecting a significant premium over the broader market [20][23]

资料显示，赣州腾远钴业新材料股份有限公司位于江西省赣州市赣县区赣州高新技术产业开发区稀金大 道9号，成立日期2004年3月26日，上市日期2022年3月17日，公司主营业务涉及危险化学品生产、肥料 生产与销售,常用有色金属冶炼,基础化学原料制造,新能源汽车废旧动力蓄电池回收及梯次利用,再生资源 回收,石灰和石膏制造与销售,石墨及碳素制品制造与销售,新型建筑材料制造(不含危险化学品),轻质建筑 材料制造与销售,建筑材料销售,货物进出口,技术进出口,信息咨询服务。主营业务收入构成为：钴产品 47.56%，铜产品44.39%，其他8.05%。 截至1月20日，腾远钴业股东户数2.96万，较上期增加8.20%；人均流通股6916股，较上期减少7.58%。 2025年1月-9月，腾远钴业实现营业收入57.52亿元，同比增长17.65%；归母净利润7.51亿元，同比增长 21.65%。 1月22日，腾远钴业跌1.76%，成交额4.43亿元。两融数据显示，当日腾远钴业获融资买入额4604.21万 元，融资偿还4706.97万元，融资净买入-102.76万元。截至1月22日，腾远钴业融资融券余额合计5.77亿 元。 融资方面 ...

证券日报网讯1月22日，腾远钴业（301219）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司股东户数为29589户。 ...

Group 1: Chemical and Metal Industries - Several chemical companies, including Xinong Co. and Dayang Bio, are showing continuous improvement in their operations [1] - The non-ferrous metal sector benefits from high prices and capacity release, with Zijin Mining expected to achieve a net profit of 51 billion to 52 billion yuan in 2025, a year-on-year increase of 59% to 62% [1] - Zijin Mining's growth is driven by increased production and higher sales prices of gold, copper, and silver [1] - The high-end manufacturing sector shows resilience, with Okoyi's net profit projected to grow by 67.53% to 91.96% in 2025, despite rising raw material costs [1] - The new materials industry is also performing well, with China National Materials Technology expected to achieve a net profit of 1.55 billion to 1.95 billion yuan in 2025, a year-on-year increase of 73.79% to 118.64% [1] Group 2: International Market Growth - The overseas market is becoming a new growth engine for many listed companies [2] - Siyuan Electric is expected to achieve total revenue of 21.205 billion yuan in 2025, a year-on-year increase of 37.18%, and a net profit of 3.163 billion yuan, up 54.35% [2] - Absen, a leading global LED display provider, anticipates a net profit of 240 million to 290 million yuan in 2025, representing a year-on-year growth of 105.32% to 148.09% [2] - Absen's overseas revenue reached approximately 3.193 billion yuan, a year-on-year increase of about 8.94% [2] Group 3: Company-Specific Developments - Chutian Technology expects a net profit of 235 million to 300 million yuan in 2025, marking a turnaround to profitability driven by strong international market breakthroughs [3] - The company has made significant progress in Southeast Asia, the Middle East, and the Americas, with overseas sales revenue steadily increasing [3] - Hangcha Group is also expanding into emerging markets while consolidating its traditional markets, indicating the effectiveness of its globalization strategy [3]

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002240 | 盛新锂能 | 6.70 Z | 25.18% | -2.19 Z | -8.24% | -4.51 Z | -16.94% | | 002460 | 赣锋锂业 | 6.03亿 | 12.81% | -2.48 Z | -5.27% | -3.55 Z | -7.54% | | 002466 | 天齐锂业 | 4.85 Z | 12.52% | -2.01 Z | -5.19% | -2.84 Z- | -7.33% | | 603799 | 华友钻业 | 1.77 Z | 5.03% | 3069.47万 | 0.87% | -2.08 Z | -5.90% | | 000762 西藏矿业 | | 9728.32万 | 8.45% | -4174.73万 | -3.63% | -5553.58万 | -4.83% | | 002192 | 融捷股份 | ...

Core Viewpoint - The energy metals sector experienced a slight increase of 0.44% on January 20, with significant contributions from companies like BQX New Materials, while the overall market indices showed minor declines [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4113.65, down 0.01%, and the Shenzhen Component Index closed at 14155.63, down 0.97% [1]. - BQX New Materials led the energy metals sector with a closing price of 73.99, reflecting a rise of 6.77% [1]. - Other notable performers included Zangge Mining, which rose by 1.61% to 91.45, and Tianqi Lithium, which increased by 1.50% to 59.49 [1]. Group 2: Trading Volume and Value - BQX New Materials had a trading volume of 283,400 shares, resulting in a transaction value of 2.103 billion yuan [1]. - Tianqi Lithium recorded a trading volume of 485,000 shares with a transaction value of 2.862 billion yuan [1]. - The total trading volume and values for other companies in the sector varied, with Shengton Mining and Ganfeng Lithium also showing significant transaction values of 2.556 billion yuan and 3.803 billion yuan, respectively [1]. Group 3: Capital Flow - The energy metals sector saw a net outflow of 521 million yuan from institutional investors, while retail investors contributed a net inflow of 193 million yuan [2]. - The sector's capital flow indicated that speculative funds had a net inflow of 328 million yuan [2]. - Specific companies like Shengxin Lithium and Tianqi Lithium experienced varied capital flows, with Shengxin Lithium seeing a net inflow of 14 million yuan from institutional investors [3].