Core Viewpoint - Tengyuan Cobalt (301219.SZ) announced that its major shareholders, Xiamen Tungsten (600549) and Changjiang Chenda, plan to reduce their holdings in the company through centralized bidding within the next three months, with a maximum reduction of 2.9329 million shares, accounting for 1% of the company's total share capital [1] Summary by Relevant Categories Shareholder Actions - Major shareholders Xiamen Tungsten and Changjiang Chenda intend to reduce their stakes in Tengyuan Cobalt [1] - The planned reduction will occur through centralized bidding [1] - The maximum number of shares to be reduced is 2.9329 million, which represents 1% of the total share capital [1] Timeline - The reduction period is set to begin 15 trading days after the announcement and will last for three months [1]

每经AI快讯，腾远钴业（SZ 301219，收盘价：69.7元）9月16日晚间发布公告称，截至本公告披露日， 厦门钨业持有公司股份约2668万股（占公司当前总股本比例为9.1%）。厦门钨业计划在自本公告披露 之日起15个交易日后的3个月内通过集中竞价方式减持公司股份不超过约293万股，即不超过公司当前总 股本的1%。长江晨道持有公司股份约1514万股（占公司当前总股本的5.16%），长江晨道计划在自本公 告披露之日起15个交易日后的3个月内通过集中竞价方式或大宗交易方式减持公司股份不超过约293万 股，即不超过公司当前总股本的1%。 2024年1至12月份，腾远钴业的营业收入构成为：有色行业占比100.0%。 每经头条（nbdtoutiao）——海拔4306米现"秦始皇密令"，获官方"身份认定"！古文字学家刘钊：秦人 寻仙采药足迹确至青藏高原 （记者 曾健辉） 截至发稿，腾远钴业市值为205亿元。 ...

关于持股 5%以上股东减持股份的预披露公告 股东厦门钨业股份有限公司、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。 证券代码：301219 证券简称：腾远钴业 公告编号：2025-040 赣州腾远钴业新材料股份有限公司 特别提示： 近日，赣州腾远钴业新材料股份有限公司（以下简称"公司"）收到公司持 股 5%以上股东厦门钨业股份有限公司（以下简称"厦门钨业"）和宁波梅山保 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"）的《股份减持计划告知函》，其拟减持公 司股份。 截至本公告披露日，厦门钨业持有公司股份 26,676,000 股（占公司当前总 股本比例 9.10%）。厦门钨业计划在自本公告披露之日起 15 个交易日后的 3 个 月内通过集中竞价方式减持公司股份不超过 2,932,924 股，即不超过公司当前总 股本的 1%。 长江晨道持有公司股份 ...

智通财经APP讯，腾远钴业(301219.SZ)公告，公司首次公开发行前已发行股份本次申请解除限售的数量 为1.18亿股，占公司总股本的40.1684%。上市流通日期为2025年9月18日(星期四)。 ...

腾远钴业（301219）(301219.SZ)公告，公司首次公开发行前已发行股份本次申请解除限售的数量为1.18 亿股，占公司总股本的40.1684%。上市流通日期为2025年9月18日(星期四)。 ...

证券代码：301219 证券简称：腾远钴业 公告编号：2025-039 赣州腾远钴业新材料股份有限公司 部分首次公开发行前已发行股份解除限售并上市流通提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 特别提示： 本次上市流通的限售股份为赣州腾远钴业新材料股份有限公司（以下简称 "公司"或"发行人"）部分首次公开发行前已发行股份，本次申请解除股份限 售的股东数量为 8 户，股份数量为 118,383,034 股，占公司总股本的 40.1684%。 本次申请解除限售股份的上市流通日期为 2025 年 9 月 18 日（星期四）。 一、首次公开发行前已发行股份概况 经中国证券监督管理委员会《关于同意赣州腾远钴业新材料股份有限公司首 次公开发行股票注册的批复》（证监许可[2021]4042 号）同意注册，公司首次公 开发行人民币普通股股票 31,486,900 股，每股面值 1.00 元，发行价格为 173.98 元/股，并于 2022 年 3 月 17 日在深圳证券交易所创业板上市。首次公开发行前 总股本 94,460,614 股，首次公开发行后公司总股本 ...

东兴证券股份有限公司关于赣州腾远钴业新材料股份有限 公司部分首次公开发行前已发行股份解除限售并上市流通 的核查意见 东兴证券股份有限公司（以下简称"东兴证券"或"保荐机构"）作为赣州腾远 钴业新材料股份有限公司（以下简称"腾远钴业"或"公司"）首次公开发行股票并 在创业板上市的保荐人，根据《证券发行上市保荐业务管理办法》《深圳证券交 易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号—— 创业板上市公司规范运作》等相关规定的要求，对腾远钴业部分首次公开发行前 已发行股份解除限售并上市流通事项进行了核查，具体情况如下： 一、首次公开发行前已发行股份概况 经中国证券监督管理委员会《关于同意赣州腾远钴业新材料股份有限公司首 次公开发行股票注册的批复》（证监许可[2021]4042 号）同意注册，公司首次公 开发行人民币普通股股票 31,486,900 股，每股面值 1.00 元，发行价格为 173.98 元/股，并于 2022 年 3 月 17 日在深圳证券交易所创业板上市。首次公开发行前 总股本 94,460,614 股，首次公开发行后公司总股本为 125,947,514 股。 2022 年 ...

Group 1 - The core viewpoint of the news is that Tengyuan Cobalt Industry has experienced fluctuations in stock price and trading volume, with a notable year-to-date increase of 53.31% in stock price despite recent declines [1][2] - As of September 16, Tengyuan Cobalt's stock price was 68.55 yuan per share, with a market capitalization of 20.203 billion yuan and a trading volume of 246 million yuan [1] - The company's main business revenue composition includes cobalt products (47.56%), copper products (44.39%), and other products (8.05%) [1] Group 2 - Tengyuan Cobalt operates in the non-ferrous metals sector, specifically in energy metals and cobalt, and is associated with concepts such as high dividends, small metals, lithium batteries, and new materials [2] - For the first half of 2025, the company reported a revenue of 3.532 billion yuan, reflecting a year-on-year growth of 10.30%, and a net profit attributable to shareholders of 469 million yuan, up 9.94% [2] - Since its A-share listing, Tengyuan Cobalt has distributed a total of 1.356 billion yuan in dividends, with 853 million yuan distributed over the past three years [3]

Group 1 - The core point of the article is that Tengyuan Cobalt Industry (301219) reported a total of 25,288 shareholders as of September 10, 2025 [1]

Summary of Conference Call on Cobalt Sector Industry Overview - The cobalt sector is currently experiencing a price increase trend, supported by Glencore's backing of the Democratic Republic of Congo's (DRC) quota system to enhance cobalt prices, with a significant policy announcement expected on September 22, 2025 [1][2] - Cobalt intermediate prices have seen a slight increase since June 22, 2025, from $13 per pound to $13.7 per pound, but the price rise is limited due to high industry inventory levels [3] Key Points and Arguments - Glencore has ceased external sales of cobalt intermediates to control supply and drive prices up, indicating a potential favorable policy outcome for prices [2] - The DRC's extended export ban could prolong transportation cycles, potentially leading to a supply chain disruption if exports do not resume by late October or November 2025 [6] - Current domestic inventory levels are precarious, with an estimated 40,000 to 50,000 tons remaining by the end of 2025, concentrated in a few major companies [5][6] - The cobalt price trend for 2025 is optimistic, with companies like Huayou, Tengyuan, and Hanrui expected to perform well, particularly after the policy announcement [10] Company Performance - Huayou and Tengyuan are highlighted as reliable investments due to their strong earnings potential, with Huayou benefiting from its Indonesian MHP project [10][13] - Luoyang Molybdenum (Luomoly) is viewed as less favorable for cobalt investments compared to Huayou, Tengyuan, and Hanrui, as its price increase has been limited [11] - Rio Tinto Resources, listed in Hong Kong, achieved a profit of 1.4 billion yuan in the first half of 2025 despite low nickel prices, with an expected annual profit of 3 billion yuan, making it an attractive investment due to its low valuation [12] Additional Insights - The lack of significant price increases in cobalt is attributed to the absence of public news stimuli, despite expectations of an extended export ban [9] - The market is advised to closely monitor Glencore's sales policies as they will significantly influence price movements [7][8] - The overall recommendation is to invest in Huayou, Tengyuan, and Hanrui, while also considering Rio Tinto Resources for its low valuation and potential growth [13]