证券日报网讯腾远钴业8月5日在互动平台回答投资者提问时表示，截至2025年7月31日，公司股东户数 为26，037户。 （文章来源：证券日报） ...

证券之星消息，8月5日能源金属板块较上一交易日上涨0.15%，藏格矿业领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 000408 | 藏格矿业 | 48.80 | 2.05% | 11.03万 | | 5.35 乙 | | 605376 | 博迁新材 | 41.64 | 0.82% | 4.56万 | | 1.88亿 | | 002756 | 永兴材料 | 35.51 | 0.77% | 6.47万 | | 2.29亿 | | 000762 | 西藏矿业 | 21.79 | 0.46% | 11.19万 | | 2.43亿 | | 002240 | 盛新理能 | 15.59 | 0.19% | 18.97万 | | 2.96 Z | | 002460 | 赣锋锂业 | 35.90 | -0.03% | 18.73万 | | 6.73亿 | | 0 ...

证券时报·数据宝统计，截至发稿，腾远钴业最新股价为56.00元，上涨0.09%，本期筹码集中以来股价 累计上涨8.21%。具体到各交易日，7次上涨，5次下跌。 公司发布的一季报数据显示，一季度公司共实现营业收入14.61亿元，同比下降3.59%，实现净利润1.23 亿元，同比下降14.27%，基本每股收益为0.4200元，加权平均净资产收益率1.39%。（数据宝） （文章来源：证券时报网） 腾远钴业8月5日披露，截至7月31日公司股东户数为26037户，较上期（7月20日）减少4312户，环比降 幅为14.21%。 ...

Core Insights - Cobalt concentrate is a critical raw material in the cobalt industry, with significant implications in sectors like new energy and aerospace, and is undergoing a transition towards technology-driven and green low-carbon development [1][4][22] - China heavily relies on imports for cobalt resources, with over 90% of its supply coming from abroad, leading to a pronounced supply-demand imbalance exacerbated by export bans from the Democratic Republic of the Congo (DRC) [1][4][12] - Major Chinese companies like Luoyang Molybdenum and Huayou Cobalt are adopting "going out" strategies to secure overseas resources, aiming to build a dual-circulation supply chain [1][16][20] Cobalt Concentrate Industry Overview - Cobalt concentrate is produced through the beneficiation of primary cobalt ores or associated minerals, typically increasing cobalt content to 15%-25%, and can be categorized into three types based on chemical composition: sulfide, oxide, and mixed [2][4] - The cobalt industry is recognized as a strategic mineral, essential for national industrial security and economic resilience, particularly in the context of the growing demand for electric vehicle batteries and high-end manufacturing [4][12] Development Background of China's Cobalt Concentrate Industry - Cobalt's strategic importance is underscored by its inclusion in the national strategic mineral directory, with policies promoting its use in electric vehicle batteries and energy storage systems [4][5] - The Chinese government is implementing policies to enhance resource security, including resource tax reforms and support for overseas mining projects, to address domestic cobalt resource scarcity [4][5] Industry Chain of China's Cobalt Concentrate - The industry chain is characterized by heavy reliance on imports for upstream resources, advanced smelting technology in the midstream, and rapid expansion of downstream applications, particularly in electric vehicle batteries [6][12] - The recycling of cobalt is becoming increasingly important, with recycled cobalt accounting for 18% of the supply, contributing to a circular economy [6][12] Current Status of China's Cobalt Concentrate Industry - China's cobalt production is constrained by limited domestic resources, with annual output hovering between 0.2 to 0.3 million tons, resulting in a self-sufficiency rate of less than 10% [12][14] - The demand for cobalt is surging, particularly from the electric vehicle sector, which is expected to drive the market size to exceed 100 billion yuan [12][14] Competitive Landscape of China's Cobalt Concentrate Industry - The competitive landscape features leading companies like Luoyang Molybdenum and Huayou Cobalt dominating resource control and full industry chain integration, while smaller firms focus on niche markets [20][21] - Foreign companies are deepening their local presence through technology partnerships and investments, particularly in high-end applications [20][21] Future Trends in China's Cobalt Concentrate Industry - The industry is evolving towards diversified resource security, high-end technological breakthroughs, and structured market upgrades, with a focus on overseas resource control and recycling [22][23] - Technological advancements in hydrometallurgy and the development of high-end cobalt materials are expected to reshape the industry's value distribution [23][24] - The demand structure is shifting, with electric vehicles remaining the primary growth driver, while energy storage and high-end industrial applications are emerging as new growth areas [24][25]

Investment Rating - The report maintains a "Buy" rating for several companies in the non-ferrous metals sector, including Zijin Mining, Luoyang Molybdenum, and China Nonferrous Mining [4][6][10]. Core Views - The report highlights a significant increase in the probability of interest rate cuts, which has led to rising prices for both industrial and precious metals. The macroeconomic environment is expected to support metal prices in the second half of the year [2][4]. - Industrial metals are anticipated to benefit from ongoing macroeconomic policy support in China, with a focus on the "14th Five-Year Plan" and continued investment in infrastructure [2][4]. - Precious metals, particularly gold, are expected to see a long-term upward trend due to central bank purchases and weakening US dollar credit [4][6]. Summary by Sections Industrial Metals - Copper prices have been affected by the US imposing a 50% tariff on semi-finished copper, leading to a significant drop in COMEX copper prices. However, domestic demand is showing signs of recovery with an increase in the operating rate of copper rod enterprises to 71.73% [2][4]. - Aluminum production capacity remains stable, but demand is weak due to seasonal factors, with social inventory increasing to 544,000 tons [2][4]. - Key companies recommended include Zijin Mining, Luoyang Molybdenum, and China Nonferrous Mining [2][4]. Energy Metals - Cobalt prices are expected to rise due to the impact of the Democratic Republic of Congo's mining ban, while lithium prices have seen a rapid decline amid cautious market sentiment [3][4]. - Nickel prices are projected to remain strong due to low inventory levels and increased purchasing activity from downstream sectors [3][4]. - Recommended companies include Huayou Cobalt and Zangge Mining [3][4]. Precious Metals - Gold prices are expected to rise due to strong central bank purchases and a favorable macroeconomic environment, with the report highlighting a long-term upward trend for gold prices [4][6]. - Silver prices are also expected to increase, driven by industrial demand and recovery in the market [4][6]. - Key companies recommended include Shandong Gold, Zhongjin Gold, and Zijin Mining [4][6].

Market Overview - On August 1, the energy metals sector rose by 0.05% compared to the previous trading day, with ST Shengtun leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Stock Performance - ST Shengtun (600711) closed at 7.91, up 5.05% with a trading volume of 862,000 shares and a turnover of 668 million yuan [1] - Other notable performers included: - Shengxin Lithium Energy (002240) at 15.82, up 1.93% [1] - Yongxing Materials (002756) at 35.54, up 1.51% [1] - Rongjie Co., Ltd. (002192) at 34.97, up 1.33% [1] - Ganfeng Lithium (002460) at 36.18, up 0.50% [1] Capital Flow - The energy metals sector experienced a net outflow of 13.4468 million yuan from institutional investors, while retail investors saw a net outflow of 14.5 million yuan [2] - Conversely, speculative funds recorded a net inflow of 158 million yuan [2] Individual Stock Capital Flow - ST Shengtun had a net inflow of 1.07 million yuan from institutional investors, but a net outflow of 49.7793 million yuan from speculative funds and 57.5723 million yuan from retail investors [3] - Ganfeng Lithium (002460) saw a net inflow of 79.7184 million yuan from institutional investors, while retail investors experienced a net outflow of 97.8754 million yuan [3] - Other stocks like Rongjie Co., Ltd. and Yongxing Materials also showed mixed capital flows with varying degrees of net inflows and outflows from different investor types [3]

Market Overview - On July 30, the energy metals sector declined by 0.89%, with Tengyuan Cobalt leading the drop [1] - The Shanghai Composite Index closed at 3615.72, up 0.17%, while the Shenzhen Component Index closed at 11203.03, down 0.77% [1] Individual Stock Performance - Notable gainers included: - Cangge Mining (Code: 000408) with a closing price of 48.15, up 0.99% [1] - Shengxin Lithium Energy (Code: 002240) with a closing price of 16.31, up 0.55% [1] - Significant decliners included: - Tengyuan Cobalt (Code: 301219) with a closing price of 57.59, down 2.46% [2] - Tianqi Lithium (Code: 002466) with a closing price of 39.88, down 1.29% [2] Trading Volume and Capital Flow - The energy metals sector experienced a net outflow of 7.91 billion yuan from institutional investors, while retail investors saw a net inflow of 6.3 billion yuan [2][3] - The trading volume for key stocks included: - Cangge Mining with 89,100 shares traded [1] - Shengxin Lithium Energy with 531,300 shares traded [1] Capital Flow Analysis - Major stocks with significant capital flow included: - Yongshan Lithium (Code: 6655209) with a net inflow of 34.89 million yuan from institutional investors [3] - Ronger Co. (Code: 002192) with a net outflow of 52.62 million yuan from institutional investors [3] - Retail investors showed a preference for stocks like Yongshan Lithium, which had a net inflow of 20.97 million yuan [3]

Market Overview - The energy metals sector increased by 0.59% on July 29, with Boqian New Materials leading the gains [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Stock Performance - Boqian New Materials (605376) closed at 42.28, up 4.21%, with a trading volume of 102,200 shares and a turnover of 427 million yuan [1] - Huayou Cobalt (603799) closed at 46.48, up 2.38%, with a trading volume of 850,800 shares and a turnover of 3.968 billion yuan [1] - Tengyuan Mining (301219) closed at 59.04, up 2.06%, with a trading volume of 127,000 shares and a turnover of 758 million yuan [1] - Other notable performances include: - Sai Rui Mining (300618) at 38.55, up 1.10% [1] - Yongxing Materials (002756) at 36.58, up 0.61% [1] - Cangge Mining (000408) at 47.68, up 0.51% [1] Capital Flow - The energy metals sector experienced a net outflow of 36.08 million yuan from institutional investors, while retail investors saw a net outflow of 13.8 million yuan [2] - Conversely, speculative funds recorded a net inflow of 174 million yuan [2] Individual Stock Capital Flow - Tengyuan Mining (301219) had a net inflow of 66.62 million yuan from institutional investors, while retail investors faced a net outflow of 80.57 million yuan [3] - Boqian New Materials (605376) saw a net inflow of 65.08 million yuan from institutional investors, with retail investors also experiencing a net outflow of 53.37 million yuan [3] - Huayou Cobalt (603799) had a net outflow of 21.46 million yuan from institutional investors, while speculative funds recorded a net inflow of 9.79 million yuan [3]

Investment Rating - Industry rating: Recommended [3] Core Insights - The U.S. Department of Defense (DoD) has invested billions in MP Materials to accelerate the independence of U.S. rare earth magnets, but global production remains highly concentrated in China in the short term [9][14][45] - Nickel prices have decreased due to a significant drop in demand and production halts in Indonesia, which may impact local mining operations [12][20][23] - Cobalt prices have risen due to supply tightening from the Democratic Republic of Congo, which accounts for approximately 75% of global electric vehicle battery supply [13][31] - Lithium carbonate prices have increased, but future price movements will depend on downstream demand recovery [7][38][44] - Antimony prices have remained stable, with domestic supply still tight, and production expected to decline in the coming months [32][36] Summary by Sections Rare Earth Industry - MP Materials announced a partnership with the DoD to enhance domestic production capabilities, with a new magnet manufacturing facility expected to be operational by 2028 [45][46] - The DoD has committed to a minimum price of $110 per kilogram for NdPr products, ensuring stable cash flow for MP Materials [46][47] Nickel Industry - As of July 11, LME nickel spot price was $14,955 per ton, down 1.09% from July 4, with total LME nickel inventory increasing by 1.83% [20] - Domestic NPI smelting costs remain under pressure, affecting the acceptance of high-priced raw materials [20][23] Cobalt Industry - As of July 11, cobalt prices have shown mixed trends, with electrolytic cobalt at 249,300 yuan per ton, down 0.99%, while cobalt oxide increased by 1.54% [24][31] - The extension of a temporary export ban by the Congolese government is expected to tighten global cobalt supply [31] Lithium Industry - The average price of battery-grade lithium carbonate reached 63,800 yuan per ton, up 2.36% as of July 11 [7][38] - Market sentiment is cautious, with inventory levels remaining high, limiting upward price movement [38][44] Antimony Industry - Domestic antimony ingot prices have stabilized, with supply constraints expected to support future pricing [32][36]

Group 1 - The core viewpoint of the news is that Tengyuan Cobalt Industry has experienced a significant decline in its stock price since its IPO, currently trading at 51.72 yuan, down 2.12%, and is in a state of breaking its initial offering price [1] - Tengyuan Cobalt Industry was listed on the Shenzhen Stock Exchange's ChiNext board on March 17, 2022, with an initial public offering (IPO) price of 173.98 yuan per share and a total of 31.4869 million shares issued [1] - The company raised a total of 5.478 billion yuan from its IPO, with a net amount of 5.204 billion yuan after deducting issuance costs, which was 3.006 billion yuan more than the originally planned fundraising of 2.198 billion yuan [1] Group 2 - The company announced a cash dividend of 12.00 yuan per 10 shares for the year 2022, totaling 272.05 million yuan, along with a capital reserve distribution of 3 additional shares for every 10 shares held, increasing the total share capital to 294,717,182 shares [2] - The previous year's dividend distribution included a cash payout of 39.9 yuan per 10 shares and a capital reserve increase of 8 shares for every 10 shares held [2]