8月27日，腾远钴业跌2.83%，成交额5.09亿元。两融数据显示，当日腾远钴业获融资买入额4967.21万 元，融资偿还5166.88万元，融资净买入-199.67万元。截至8月27日，腾远钴业融资融券余额合计3.99亿 元。 融资方面，腾远钴业当日融资买入4967.21万元。当前融资余额3.97亿元，占流通市值的3.49%，融资余 额超过近一年50%分位水平，处于较高位。 融券方面，腾远钴业8月27日融券偿还900.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量2.71万股，融券余额174.79万元，超过近一年80%分位水平，处于高位。 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 ...

Group 1 - The company, Tengyuan Cobalt Industry (301219), responded to investor inquiries on September 8, indicating that the cost of its cobalt products is primarily composed of raw material costs, labor costs, and manufacturing expenses [1] - The specific cost per ton of cobalt products is considered a trade secret [1]

Group 1 - The company, Tengyuan Cobalt, was listed on March 17, 2022, with an initial stock issuance price of 173.98 yuan per share [2] - As of the current date, the adjusted price after all rights distributions is 69.75 yuan per share [2]

Group 1 - The company, Tengyuan Cobalt Industry (301219.SZ), is positioned in the mid-to-upstream segment of the industry chain [1] - Cobalt products are primarily used in sectors such as new energy, 3C digital products, and aerospace [1] - The rapid development of low-altitude economy and humanoid robots provides new growth opportunities for cobalt product applications [1] Group 2 - Currently, the company's products do not involve the nuclear energy sector [1]

Group 1 - The core viewpoint of the news is that Tengyuan Cobalt Industry has shown a significant increase in stock price and trading volume, indicating positive market sentiment towards the company [1] - As of September 8, Tengyuan Cobalt's stock price rose by 5.26% to 75.08 CNY per share, with a trading volume of 5.87 billion CNY and a turnover rate of 4.76%, resulting in a total market capitalization of 221.27 billion CNY [1] - The company, established in March 2004 and listed in March 2022, specializes in various sectors including hazardous chemicals, fertilizers, non-ferrous metal smelting, and recycling of used batteries from electric vehicles [1] Group 2 - According to data, Yinhua Fund has a significant holding in Tengyuan Cobalt, with its Yinhua Growth Mixed Fund increasing its stake by 24,000 shares in the second quarter, bringing its total holdings to 293,800 shares, which accounts for 5.87% of the fund's net value [2] - The Yinhua Growth Mixed Fund, established in August 2020, has a current scale of 266 million CNY and has achieved a year-to-date return of 18.17%, ranking 4110 out of 8248 in its category [2] - The fund has also seen a one-year return of 51.8%, ranking 2309 out of 8051, although it has experienced a cumulative loss of 23.46% since inception [2] Group 3 - The fund managers of Yinhua Growth Mixed Fund are Liu Hui and Wang Ligang, with Liu having a tenure of 8 years and 180 days, achieving a best return of 116.76% during his management [3] - Wang Ligang has a tenure of 5 years and 254 days, with a best return of 23.63% during his management, while both managers have faced a worst return of -23.46% [3]

Group 1 - The company, Tengyuan Cobalt (301219), announced on September 4 that it has obtained a patent for "a selective extraction and separation device and method for nickel and lithium," which is primarily applicable in the field of nickel and lithium extraction from waste batteries [1] - The relevant data regarding the patent has not yet been disclosed [1]

证券日报网讯腾远钴业9月4日在互动平台回答投资者提问时表示，截至2025年8月29日，公司股东户数 为25098户。 （文章来源：证券日报） ...

Market Overview - On September 3, the energy metals sector declined by 0.67%, with Tengyuan Cobalt leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Individual Stock Performance - Key stocks in the energy metals sector showed varied performance, with Shengxin Lithium Energy up by 1.21% and Tengyuan Cobalt down by 2.67% [1][2] - The closing prices and changes for notable companies include: - Shengxin Lithium Energy: 16.78, +1.21% - Ganfeng Lithium: 40.03, +0.33% - Tengyuan Cobalt: 68.90, -2.67% [1][2] Trading Volume and Value - Trading volumes and values for selected stocks indicate significant activity, with Ganfeng Lithium recording a transaction value of 2.51 billion and Shengxin Lithium Energy at 5.67 billion [1][2] Capital Flow Analysis - The energy metals sector experienced a net outflow of 7.65 million from institutional investors and 73.19 million from speculative funds, while retail investors saw a net inflow of 80.84 million [2][3] - Notable capital flows for specific stocks include: - Ganfeng Lithium: 120 million net inflow from institutional investors - Tengyuan Cobalt: 1.52 million net outflow from institutional investors [3]

Core Viewpoint - Tengyuan Cobalt Industry experienced a 5.4% increase in stock price, reaching 71.39 CNY per share, with a trading volume of 790 million CNY and a turnover rate of 6.67%, resulting in a total market capitalization of 21.04 billion CNY [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. The company specializes in the production and sales of hazardous chemicals, fertilizers, non-ferrous metal smelting, basic chemical raw materials, recycling of used power batteries for electric vehicles, and various construction materials [1] - The main revenue composition of the company includes cobalt products (47.56%), copper products (44.39%), and other products (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 accounts for 5.87% of the fund's net value, ranking as the seventh largest holding [2] - The fund has a current size of 266 million CNY and has achieved a year-to-date return of 14.98%, ranking 4849 out of 8254 in its category, while its one-year return stands at 49.21%, ranking 2624 out of 8037 [2] Fund Manager Performance - The fund managers of Silver Hua Growth Mixed Fund are Liu Hui and Wang Ligang. Liu Hui has been in position for 8 years and 173 days, managing assets totaling 3.159 billion CNY, with the best fund return during his tenure being 100.58% and the worst being -25.53% [3] - Wang Ligang has been in position for 5 years and 247 days, managing assets of 3.281 billion CNY, with the best return of 14.4% and the same worst return of -25.53% during his tenure [3]

Market Overview - On August 28, the energy metals sector rose by 0.91% compared to the previous trading day, with Boqian New Materials leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Stock Performance - Boqian New Materials (605376) closed at 49.14, up 5.00%, with a trading volume of 125,600 shares and a transaction value of 610 million yuan [1] - Other notable performers included: - Cangge Mining (000408) at 50.69, up 2.14% [1] - Huayou Cobalt (603799) at 46.57, up 1.55% [1] - Tengyuan Mining (301219) at 65.20, up 1.09% [1] - Sai Rui Aluminum (300618) at 40.45, up 0.92% [1] Capital Flow - The energy metals sector experienced a net outflow of 1.101 billion yuan from institutional investors, while retail investors saw a net inflow of 916 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Boqian New Materials saw a net inflow of 37.51 million yuan from institutional investors, but a net outflow of 73.68 million yuan from retail investors [3] - Other stocks with significant capital movements included: - Huayou Cobalt with a net inflow of 1.10 million yuan from institutional investors and a net inflow of 1.16 million yuan from retail investors [3] - Cangge Mining with a net outflow of 25.63 million yuan from institutional investors but a net inflow of 26.29 million yuan from retail investors [3]