Core Viewpoint - Tengyuan Cobalt (301219.SZ) forecasts a net profit attributable to shareholders of 1.028 billion to 1.164 billion yuan for the year 2025, representing a year-on-year growth of 50.02% to 69.87% [1] Group 1: Performance Drivers - The significant growth in performance is primarily driven by the gradual release of production capacity from fundraising projects, leading to an increase in total metal output of cobalt, copper, nickel, lithium, and manganese [1] - The company has continuously promoted lean management reforms and implemented cost reduction and efficiency enhancement measures, which have improved operational efficiency and overall profitability [1] - The improvement of the secondary resource recovery system has led to a continuous increase in the proportion of recycled materials in the raw material structure, effectively enhancing supply chain resilience and self-sufficiency in raw materials [1] - The company has benefited from the year-on-year price increase of metals such as cobalt and copper, significantly enhancing the profitability of its products [1]

Core Viewpoint - Tengyuan Cobalt (301219.SZ) forecasts a net profit attributable to shareholders of 1.028 billion to 1.164 billion yuan for the year 2025, representing a year-on-year growth of 50.02% to 69.87% [1] Group 1: Performance Drivers - The significant growth in performance is primarily attributed to the gradual release of production capacity from fundraising projects, leading to an increase in total metal output of cobalt, copper, nickel, lithium, and manganese [1] - The company has continuously promoted lean management reforms and implemented cost reduction and efficiency enhancement measures, which have improved operational efficiency and overall profitability [1] - The improvement of the secondary resource recovery system has led to a continuous increase in the proportion of recycled materials in the raw material structure, effectively enhancing supply chain resilience and self-sufficiency in raw materials [1] - The company has benefited from the year-on-year price increase of metals such as cobalt and copper, significantly enhancing the profitability of its products [1]

Core Viewpoint - Tengyuan Cobalt Industry (301219.SZ) expects a significant increase in net profit attributable to shareholders for 2025, projecting between 1,028 million yuan and 1,164 million yuan, representing a year-on-year growth of 50.02% to 69.87% [1] Group 1: Financial Performance - The company anticipates a net profit excluding non-recurring gains and losses to be between 991 million yuan and 1,127 million yuan, reflecting a year-on-year increase of 47.67% to 67.94% [1] - The company's performance growth is attributed to several factors, including the gradual release of production capacity from fundraising projects, leading to an increase in total metal output of cobalt, copper, nickel, lithium, and manganese [1] Group 2: Operational Efficiency - Continuous promotion of lean management reforms has been implemented, focusing on cost control and efficiency improvements, which have enhanced overall profitability [1] - The improvement of the secondary resource recovery system has led to an increasing proportion of recycled materials in the raw material structure, effectively enhancing supply chain resilience and self-sufficiency in raw materials [1] Group 3: Market Conditions - The company has benefited from the year-on-year price increases of metals such as cobalt and copper, which have significantly improved product profitability [1]

Core Viewpoint - Tengyuan Cobalt Industry (301219.SZ) forecasts a net profit attributable to shareholders of 1.028 billion to 1.164 billion yuan for the fiscal year 2025, representing a year-on-year growth of 50.02% to 69.87% [1] Group 1: Performance Drivers - The significant growth in performance is primarily driven by the gradual release of production capacity from fundraising projects, leading to an increase in total metal output of cobalt, copper, nickel, lithium, and manganese [1] - The company has implemented lean management practices, resulting in notable cost reduction and efficiency improvements [1] - An increase in the proportion of recycled materials has enhanced supply chain resilience and self-sufficiency in raw materials [1] - The company benefited from a year-on-year rise in market prices for metals such as cobalt and copper, significantly improving product profitability [1]

Core Viewpoint - Tengyuan Cobalt (301219) expects a net profit attributable to shareholders of 1.028 billion to 1.164 billion yuan for 2025, representing a year-on-year growth of 50.02% to 69.87% [1] Group 1 - The company's production capacity from fundraising projects is gradually being released, contributing to an increase in total metal output of cobalt, copper, nickel, lithium, and manganese [1] - The rise in market prices for metals such as cobalt and copper has significantly enhanced the profitability of the company's products [1]

证券代码：301219 证券简称：腾远钴业 公告编号：2026-002 赣州腾远钴业新材料股份有限公司 2025 年年度业绩预告 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。 一、本期业绩预计情况 二、与会计师事务所沟通情况 赣州腾远钴业新材料股份有限公司（以下简称"公司"）已就业绩预告有关 事项与年报审计会计师事务所进行了预沟通，公司与年报审计会计师事务所在本 报告期的业绩预告方面不存在分歧，具体以经审计的公司 2025 年年度报告披露 的数据为准。 三、业绩变动原因说明 报告期内，公司业绩实现显著增长，主要得益于：一是募投项目产能逐步释 放，推动公司钴、铜、镍、锂、锰产品总金属产量实现同比增长，规模效应进一 步显现；二是公司持续推动精益管理变革，全面落实降本增效措施，通过严控成 本费用提升运营效率，增强了整体盈利能力；三是二次资源回收体系不断完善， 再生原料在原料结构中的占比持续提升，供应链韧性及原料自给能力得到有效增 强；四是受益于钴、铜等金属市场价格同比上涨，公司产品盈利能力大幅提升。 1、业绩预告期间：2025 年 1 月 1 日-2025 年 1 ...

Core Viewpoint - Tengyuan Cobalt (301219) emphasizes the importance of value-based market management and aims to enhance market performance through measures such as dividends since its listing in 2022 [1] Group 1: Company Actions - The company has distributed a total dividend of 1.649 billion yuan since its listing [1] - Tengyuan Cobalt plans to continue its steady operational approach and a win-win attitude to create value for investors [1] - Future plans will be disclosed promptly through official announcements [1]

Group 1 - The core viewpoint of the article highlights that Tengyuan Cobalt Industry considers the recycling and processing of used batteries as a crucial part of its upstream raw material supply chain [2] - The company possesses advanced recycling capabilities, allowing it to efficiently extract cobalt, nickel, lithium, copper, and other related products from used batteries, as well as by-products like graphite powder and sodium carbonate [2] - Currently, the company has a production capacity of 31,500 metric tons for cobalt products [2]

（文章来源：证券日报） 证券日报网讯 1月12日，腾远钴业在互动平台回答投资者提问时表示，股票市场波动受宏观环境、经济 政策、证券市场估值水平等多种因素影响。公司高度重视以企业价值为核心的市值管理，已通过分红等 措施努力提升公司的市场表现。自2022年上市以来，公司累计分红金额为16.49亿元。未来，公司将继 续用稳扎稳打的经营和共赢共享的态度，始终如一，为投资者创造价值。后续如有相关计划将第一时间 通过公告的形式进行披露。 ...

Group 1 - The company has obtained two exploration rights and one mining right in the Democratic Republic of the Congo (DRC) [2] - The company is engaged in joint development and exploration cooperation with other holders of quality mining rights in the region [2]