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].

Group 1 - The core point of the news is that Tengyuan Cobalt Industry has seen a stock price increase of 5.01%, reaching 70.49 CNY per share, with a total market capitalization of 20.775 billion CNY as of September 19 [1] - Tengyuan Cobalt Industry, established on March 26, 2004, and listed on March 17, 2022, operates in various sectors including hazardous chemicals, fertilizers, non-ferrous metal smelting, and recycling of used batteries from electric vehicles [1] - The company's main revenue sources are cobalt products (47.56%), copper products (44.39%), and other products (8.05%) [1] Group 2 - Silver Hua Fund has a significant position in Tengyuan Cobalt Industry, with its Silver Hua Growth Mixed Fund (161838) increasing its holdings by 24,000 shares in the second quarter, now holding 293,800 shares, which represents 5.87% of the fund's net value [2] - The fund has achieved a year-to-date return of 23.73% and a one-year return of 64.36%, ranking 1910 out of 8060 in its category [2] Group 3 - The fund managers of Silver Hua Growth Mixed Fund are Liu Hui and Wang Ligang, with Liu having a tenure of 8 years and Wang having a tenure of nearly 6 years [3] - Liu Hui's best fund return during his tenure is 120.82%, while Wang Ligang's best return is 25.98% [3]

Market Overview - On September 18, the energy metals sector declined by 1.29%, with Tibet Mining leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Individual Stock Performance - Tibet Mining (000762) closed at 21.91, down 4.11% with a trading volume of 213,900 shares [1] - Rongjie Co. (002192) closed at 34.96, down 4.01% with a trading volume of 114,900 shares [1] - Blue Electric Mining (600711) closed at 8.40, down 4.00% with a trading volume of 1,290,200 shares [1] - Ganfeng Lithium (002460) closed at 48.02, down 3.86% with a trading volume of 983,400 shares [1] - Tianqi Lithium (002466) closed at 43.15, down 3.66% with a trading volume of 508,200 shares [1] - Other notable declines include Sai Rui Drilling (300618) down 3.47% and Shengxin Lithium Energy (002240) down 3.35% [1] Capital Flow Analysis - The energy metals sector experienced a net outflow of 1.765 billion yuan from main funds, while retail funds saw a net inflow of 1.286 billion yuan [1] - Notable net inflows from retail investors were observed in Tibet Mining and Cangge Mining, with 28.16 million yuan and 58.10 million yuan respectively [2] - Conversely, significant net outflows from main funds were recorded for Rongjie Co. and Tibet Mining, with 30.47 million yuan and 35.79 million yuan respectively [2]

Core Points - On September 18, a total of 12 companies had their restricted shares unlocked, with a total unlock volume of 488 million shares, equating to a market value of 18.593 billion yuan based on the latest closing price [1] - Among the companies, six had unlock volumes exceeding 10 million shares, with Lite-On Optoelectronics, Tengyuan Cobalt, and Jiahe Food leading in unlock volume at 223 million shares, 118 million shares, and 54.39 million shares respectively [1] - In terms of unlock market value, six companies had unlock values exceeding 100 million yuan, with Tengyuan Cobalt, Lite-On Optoelectronics, and Ligong Navigation leading at 8.2 billion yuan, 5.573 billion yuan, and 2.234 billion yuan respectively [1] - Four companies had an unlock ratio exceeding 10% of their total share capital, with Ligong Navigation, Lite-On Optoelectronics, and Tengyuan Cobalt having the highest unlock ratios at 58.5%, 55.44%, and 40.17% respectively [1]

智通财经APP获悉，9月17日共有3家上市公司的限售股解禁，解禁总市值约98.52亿元。 今日具体限售解禁股情况如下： | 股票简称 | 股票代码 | 限售股类型 | 解禁股数 | | --- | --- | --- | --- | | 腾远钴业 | 301219 | 延长限售锁定期流通 | 1.18亿 | | 莱特光电 | 688150 | | 2.23亿 | | 格灵深瞳 | 688207 | | 7029.68万 | ...