Core Viewpoint - The power battery recycling sector has experienced significant growth, with a notable increase of 3.28% on September 30, driven by strong performances from several companies in the industry [1] Company Performance - Hunan Youneng saw a remarkable increase of 10.86% in its stock price [1] - Xiongtao Co., Ltd. experienced a rise of 10.02% [1] - Huayou Cobalt's stock price increased by 10.01% [1] - Other companies such as Hanrui Cobalt and Tengyuan Cobalt also saw gains exceeding 5% [1]

Core Insights - The energy metals sector experienced a significant increase of 4.85% on September 29, with Boqian New Materials leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Sector Performance - Boqian New Materials (605376) saw a closing price of 59.49, with a rise of 10.00% and a trading volume of 18,400 lots, amounting to 110 million yuan [1] - Ganfeng Lithium (002460) closed at 58.50, up 7.83%, with a trading volume of 1,189,500 lots and a transaction value of 6.772 billion yuan [1] - Other notable performers included: - Sai Rui Aluminum (300618) at 53.24, up 5.78% [1] - Huayou Cobalt (603799) at 60.25, up 5.46% [1] - Tengyuan Diamond (301219) at 72.27, up 5.20% [1] Capital Flow - The energy metals sector saw a net inflow of 1.344 billion yuan from main funds, while retail funds experienced a net outflow of 828 million yuan [1] - Ganfeng Lithium had a main fund net inflow of 5.42 billion yuan, but retail funds saw a net outflow of 2.96 billion yuan [2] - Huayou Cobalt also reported a main fund net inflow of 4.97 billion yuan, with retail funds experiencing a net outflow of 4.53 billion yuan [2]

（文章来源：证券日报） 证券日报网讯腾远钴业9月29日在互动平台回答投资者提问时表示，公司铜业务主要由境外全资子公司 腾远钴铜资源有限公司（简称TCC）进行生产销售。 ...

Core Insights - Tengyuan Cobalt Industry Co., Ltd. experienced a stock price increase of 5.14% on September 29, reaching 72.23 CNY per share, with a trading volume of 466 million CNY and a turnover rate of 2.29%, resulting in a total market capitalization of 21.287 billion CNY [1] Company Overview - Tengyuan Cobalt Industry, established on March 26, 2004, and listed on March 17, 2022, is located in the Gannan High-tech Industrial Development Zone, Jiangxi Province. The company specializes in the production of hazardous chemicals, fertilizers, non-ferrous metal smelting, basic chemical raw materials, recycling of used power batteries for electric vehicles, and manufacturing of new building materials [1] - The 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, bringing the total to 293,800 shares, which accounts for 5.87% of the fund's net value, ranking it as the seventh-largest holding [2] - The fund has achieved a year-to-date return of 23.3%, ranking 3965 out of 8244 in its category, and a one-year return of 64.22%, ranking 1468 out of 8080 [2] Fund Manager Performance - The fund managers, Liu Hui and Wang Ligang, have tenures of 8 years and 5 years respectively. Liu Hui's fund has a total asset size of 3.159 billion CNY with a best return of 123.69% and a worst return of -20.14% during his tenure [3] - Wang Ligang manages a fund with a total asset size of 3.281 billion CNY, achieving a best return of 27.62% and a worst return of -20.14% during his tenure [3]

证券日报网讯腾远钴业（301219）9月26日在互动平台回答投资者提问时表示，公司主要从事钴、铜、 镍、锂、电池材料前驱体等产品的研发、生产与销售，聚焦新能源金属资源开发利用，为全球领先的 钴、铜、电池材料前驱体产品生产企业之一。能源金属矿山端的探寻和开拓是公司管理层非常重视的领 域，与公司主业相关的资源，具备良好经济效益，且时机合适，公司会积极参与；同时公司积极布局二 次资源，持续推动原材料供给渠道多元化。 ...

Group 1 - The core business of Ganzhou Tengyuan Cobalt Industry Co., Ltd. includes the production and sales of hazardous chemicals, fertilizers, non-ferrous metal smelting, and recycling of used power batteries for electric vehicles, among others [2] - As of September 19, 2023, the number of shareholders in Tengyuan Cobalt decreased by 3.18% to 24,500, while the average circulating shares per person increased by 74.97% to 11,801 shares [2] - For the first half of 2025, Tengyuan Cobalt achieved operating revenue of 3.532 billion yuan, a year-on-year increase of 10.30%, and a net profit attributable to shareholders of 469 million yuan, up 9.94% year-on-year [2] Group 2 - Tengyuan Cobalt has distributed a total of 1.356 billion yuan in dividends since its A-share listing, with 853 million yuan distributed over the past three years [3] - As of June 30, 2025, Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders of Tengyuan Cobalt [3] Group 3 - On September 25, 2023, Tengyuan Cobalt's stock price fell by 0.74%, with a trading volume of 681 million yuan [1] - The financing buy-in amount for Tengyuan Cobalt on the same day was 86.6144 million yuan, while the financing repayment was 97.3361 million yuan, resulting in a net financing outflow of 10.7217 million yuan [1] - The total balance of margin trading for Tengyuan Cobalt reached 527 million yuan, with the financing balance accounting for 2.67% of the circulating market value, indicating a high level compared to the past year [1]

Market Overview - On September 24, the energy metals sector increased by 1.83% compared to the previous trading day, with Huayou Cobalt leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Individual Stock Performance - Huayou Cobalt (603799) closed at 55.52, with a rise of 5.79% and a trading volume of 1.32 million shares [1] - Xizang Mining (000762) closed at 22.37, up 4.39% with a trading volume of 200,100 shares [1] - Rongjie Co., Ltd. (002192) closed at 35.32, increasing by 3.97% with a trading volume of 79,200 shares [1] - Ganfeng Lithium (002460) closed at 54.92, up 3.35% with a trading volume of 1.21 million shares [1] - Yongxing Materials (002756) closed at 34.52, increasing by 2.89% with a trading volume of 93,900 shares [1] Capital Flow Analysis - The energy metals sector saw a net inflow of 299 million yuan from main funds, while retail funds experienced a net outflow of 352 million yuan [1] - Retail investors contributed a net inflow of 52.18 million yuan [1] Detailed Capital Flow for Selected Stocks - Huayou Cobalt had a main fund net inflow of 264 million yuan, but retail funds saw a net outflow of 191 million yuan [2] - Coldray Mining (300618) experienced a main fund net inflow of 35.46 million yuan, while retail funds had a net outflow of 45.88 million yuan [2] - Rongjie Co., Ltd. had a main fund net inflow of 12.06 million yuan, with retail funds showing a net outflow of 7.79 million yuan [2] - Ganfeng Lithium had a main fund net inflow of 4.36 million yuan, but retail funds experienced a net outflow of 16.13 million yuan [2]

Group 1 - The company, Tengyuan Cobalt (301219), reported that as of September 19, 2025, the number of shareholders is 24,484 [1]

证券代码：301219 证券简称：腾远钴业 公告编号：2025-042 赣州腾远钴业新材料股份有限公司 2025 年第一次临时股东会决议公告 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： 1、本次股东会无增加、变更、否决议案的情况； 2、本次股东会不涉及变更以往股东会已通过的决议。 （1）股东总体出席 通过现场和网络投票的股东 184 人，代表股份 149,398,662 股，占公司有表 决权股份总数的 50.9385％。 一、会议召开和出席情况 1、会议召开的时间： （1）现场召开时间：2025 年 9 月 23 日（星期二）下午 3 时； （2）网络投票时间：2025 年 9 月 23 日。其中，通过深圳证券交易所交易 系统进行网络投票的时间为：上午 9:15-9:25，9:30-11:30，下午 13:00-15:00； 通过深圳证券交易所互联网投票系统投票的时间为：9:15-15:00 期间的任意时 间。 2、现场会议召开地点：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 号腾远钴业办公楼会议室。 3、会议召开的方式：本次股东会 ...

福建天衡联合（福州）律师事务所 关于赣州腾远钴业新材料股份有限公司 2025 年第一次临时股东会的 法律意见书 关于赣州腾远钴业新材料股份有限公司 2025 年第一次临时股东会的 法律意见书 〔2025〕天衡福顾字第 0037 号-03 号 致：赣州腾远钴业新材料股份有限公司 引 言 福建天衡联合（福州）律师事务所接受赣州腾远钴业新材料股份有限公司（以 下简称"公司"）的委托，指派本所律师参加公司 2025 年第一次临时股东会（以下 简称"本次会议"），并根据《中华人民共和国公司法》《中华人民共和国证券法》、 中国证券监督管理委员会《上市公司股东会规则》《深圳证券交易所创业板股票上 市规则》和《深圳证券交易所上市公司股东大会网络投票实施细则》等法律、法规 和规范性文件以及《赣州腾远钴业新材料股份有限公司章程》（以下简称《公司章 程》）的规定，按照律师行业公认的业务标准、道德规范和勤勉尽责的精神，并基 于律师声明事项，就本次会议的相关事项出具本法律意见书。 - 1 - 法律意见书 律师声明事项 本所及本所律师依据《中华人民共和国证券法》《律师事务所从事证券法律业 务管理办法》和《律师事务所证券法律业务执业规则》 ...