Market Overview - On September 22, the energy metals sector declined by 0.72%, with Tengyuan Cobalt leading the drop [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Individual Stock Performance - Huayou Cobalt (603799) closed at 52.72, up 2.25% with a trading volume of 1.1924 million shares and a transaction value of 6.334 billion [1] - Cangge Mining (000408) closed at 54.24, down 0.11% with a trading volume of 84,000 shares [1] - Ganfeng Lithium (002460) closed at 52.54, down 0.53% with a trading volume of 1.2772 million shares and a transaction value of 6.638 billion [1] - Other notable declines include Tengyuan Cobalt (301219) down 5.59% and Tianqi Lithium (002466) down 2.53% [2] Capital Flow Analysis - The energy metals sector experienced a net outflow of 1.698 billion in main funds, while retail funds saw a net inflow of 758 million [2][3] - Ganfeng Lithium (002460) had a main fund net outflow of 718 million, with retail inflows of 344 million [3] - Tianqi Lithium (002466) also faced a main fund net outflow of 370 million, with retail inflows of 217 million [3]

Group 1 - Juhua Technology has been recommended as a candidate for winning a bid in the National Grid's procurement, with an expected total bid amount of approximately 142 million yuan [1] - Tengyuan Cobalt Industry received a commitment letter from its controlling shareholders not to reduce their holdings in the company's shares for 12 months starting from September 22, 2025 [1] - Xinjiang Jiaojian's convertible bonds will stop conversion and be redeemed after the market closes on September 22, 2025, with remaining bonds being forcibly redeemed at a price of 100.044 yuan per bond, potentially leading to losses for investors [1]

每经AI快讯，9月22日，腾远钴业（301219）发布午间公告：公司于近日收到控股股东、实际控制人罗 洁、谢福标、吴阳红关于不减持公司股份的承诺函。罗洁、谢福标、吴阳红承诺自2025年9月22日起12 个月内不以任何方式减持所持有的"腾远钴业"股票。 ...

Core Viewpoint - Tengyuan Cobalt Industry (301219.SZ) has received a commitment letter from its controlling shareholders, ensuring they will not reduce their shareholdings in the company for a specified period [1] Group 1: Shareholder Commitment - The controlling shareholders, including Ms. Luo Jie, Mr. Xie Fubiao, and Mr. Wu Yanghong, have committed not to sell any shares of Tengyuan Cobalt for 12 months starting from September 22, 2025 [1] - This commitment includes any newly generated shares from capital reserve transfers or stock dividends during the commitment period [1] - In the event of a breach of this commitment, all proceeds from any share sales will be returned to the company [1]

智通财经APP讯，腾远钴业(301219.SZ)发布公告，公司于近日收到控股股东、实际控制人罗洁女士、谢 福标先生、吴阳红先生关于不减持公司股份的承诺函。罗洁女士、谢福标先生、吴阳红先生承诺自2025 年9月22日起12个月内不以任何方式减持所持有的"腾远钴业"股票，包括承诺期间该部分股份因资本公 积转增、派送股票红利等事项产生的新增股份。若违反上述承诺，则减持股份所得全部收益归公司所 有。 ...

1、截止本公告披露日，罗洁女士持有公司股份 66,093,066 股，占总股本22.43%；谢福标先生持有公司 股份 30,546,602 股，占总股本10.36%；吴阳红先生持有公司股份 15,035,366 股，占总股本 5.10%；三人 合计持有公司股份111,675,034 股，占公司总股本的 37.89%，是腾远钴业的控股股东、实际控制人。 格隆汇9月22日丨腾远钴业(301219.SZ)公布，公司于近日收到控股股东、实际控制人罗洁女士、谢福标 先生、吴阳红先生关于不减持公司股份的承诺函。基于对公司未来发展前景的信心以及对公司价值的认 可，为促进公司持续、稳定、健康发展，切实维护广大投资者利益，同时为增强广大投资者信心，罗洁 女士、谢福标先生、吴阳红先生就持有的腾远钴业股份不减持事宜做出如下承诺： 2、罗洁女士、谢福标先生、吴阳红先生承诺自 2025 年9 月22 日起12 个月内不以任何方式减持所持有 的"腾远钴业"股票，包括承诺期间该部分股份因资本公积转增、派送股票红利等事项产生的新增股份。 若违反上述承诺，则减持股份所得全部收益归公司所有。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 基于对公司未来发展前景的信心以及对公司价值的认可，为促进公司持续、稳定、健康发展，切实维护 广大投资者利益，同时增强投资者信心，罗洁女士、谢福标先生、吴阳红先生做出不减持承诺。自2025 年9月22日起12个月内，三人不以任何方式减持所持有的"腾远钴业"股票，包括承诺期间该部分股份因 资本公积转增、派送股票红利等事项产生的新增股份。若违反上述承诺，减持股 份所得全部收益归公 司所有。 公司董事会表示，将督促控股股东严格遵守承诺，并按照《公司法》《证券法》以及中国证监会、深圳 证券交易所的相关规定，及时履行信息披露义务。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 点击查看公告原文>> 责任编辑 ...

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"）于 近日收到控股股东、实际控制人罗洁女士、谢福标先生、吴阳红先生关于不减持 公司股份的承诺函。基于对公司未来发展前景的信心以及对公司价值的认可，为 促进公司持续、稳定、健康发展，切实维护广大投资者利益，同时为增强广大投 资者信心，罗洁女士、谢福标先生、吴阳红先生就持有的腾远钴业股份不减持事 宜做出如下承诺： 证券代码：301219 证券简称：腾远钴业 公告编号：2025-041 赣州腾远钴业新材料股份有限公司 关于控股股东、实际控制人不减持承诺的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 1、截止本公告披露日，罗洁女士持有公司股份 66,093,066 股，占总股本 22.43%；谢福标先生持有公司股份 30,546,602 股，占总股本 10.36%；吴阳红先 生持有公司股份 15,035,366 股，占总股本 5.10%；三人合计持有公司股份 111,675,034 股，占公司总股本的 37.89%，是腾远钴业的控股股东、实际控制人。 2、罗洁女士、谢福标先生、吴阳红先生承诺自 20 ...

Investment Rating - The industry investment rating is "Overweight" indicating that the industry is expected to outperform the overall market [12]. Core Insights - The Democratic Republic of the Congo (DRC) is a major supplier of diamond resources globally, and since February 2025, it has implemented an export ban on diamond products, significantly disrupting the supply side [1][3]. - The DRC's export ban, which began on February 22, 2025, has led to a substantial decline in China's diamond imports, with volumes dropping from 1.9 thousand tons in June to 0.52 thousand tons in August, reflecting a month-on-month decrease of -61.62%, -27.26%, and -62.05% respectively [3][4]. - It is estimated that global effective diamond supply will decrease by 34% from 282,000 tons to 185,000 tons due to the DRC's export suspension lasting seven months [3]. - Demand for diamonds is expected to grow steadily, particularly in emerging sectors such as low-altitude economy and robotics, with a projected increase of 5.06% in diamond demand to 210,900 tons in 2025 [3][6]. - The price of diamonds has risen from a historical low of 159,000 yuan/ton to 277,000 yuan/ton since the DRC's export restrictions were enacted, indicating a strong upward trend in diamond prices [3][6]. Summary by Sections Supply and Demand Dynamics - The DRC's export restrictions are expected to tighten supply, leading to a forecasted diamond price increase in the short term [3]. - The DRC's government has a clear stance on controlling diamond supply, making it unlikely for export restrictions to be lifted in the near future [3]. Company Valuation - Key companies in the diamond sector include Huayou Cobalt, Tongyuan Cobalt, Luoyang Molybdenum, Liqin Resources, and Hanrui Cobalt, which are expected to benefit from the anticipated price increases [3][7].

Investment Rating - The report rates the cobalt industry as "Overweight," indicating an expectation for the industry to outperform the overall market [3][12]. Core Insights - The Democratic Republic of Congo (DRC) is the primary supplier of cobalt globally, and since February 2025, it has implemented an export ban on cobalt products, significantly disrupting supply [3]. - The DRC's export ban has led to a noticeable decline in China's cobalt imports from June to August 2025, with import volumes dropping by 61.62%, 27.26%, and 62.05% respectively [3]. - It is projected that global effective cobalt supply will decrease by 34% from 282,000 tons to 185,000 tons in 2025 due to the DRC's export restrictions [3]. - Demand for cobalt is expected to grow steadily, particularly in the battery sector, with a projected increase of 5.06% in cobalt demand to 210,900 tons in 2025 [3]. - Cobalt prices have risen from a historical low of 159,000 yuan/ton to 277,000 yuan/ton since the DRC's export restrictions began, with expectations for continued price increases in the short term [3]. Summary by Sections Supply and Demand Dynamics - The DRC's export ban is expected to tighten supply, leading to a projected global cobalt supply of 185,000 tons in 2025, down from 282,000 tons [3][6]. - The demand for cobalt in the battery sector is anticipated to grow, with total cobalt demand reaching 210,900 tons in 2025, driven by applications in drones and consumer electronics [3][6]. Price Outlook - Cobalt prices are expected to continue rising due to supply constraints, with a strong long-term price support anticipated from the DRC's government policies [3][6]. Investment Recommendations - The report suggests focusing on companies with profit elasticity in the cobalt sector, including Huayou Cobalt, Tongyuan Cobalt, Luoyang Molybdenum, Liqin Resources, and Hanrui Cobalt [3][7].