钴金属概念活跃，腾远钴业一度涨停，寒锐钴业涨超10%

Group 1 - The core viewpoint of the news is that the extension of the cobalt export ban by the Democratic Republic of Congo (DRC) is expected to significantly impact the cobalt market, leading to potential supply shortages and increased prices [2][3]. - Cobalt metal stocks showed active trading, with companies like Tengyuan Cobalt and Hanrui Cobalt experiencing notable price increases, indicating market optimism regarding cobalt prices [2]. - The DRC's regulatory body announced the extension of the cobalt export ban due to high market inventories, which will halt all cobalt exports from the country until September 22 [2]. Group 2 - Following the initial cobalt export ban in February, cobalt prices peaked at 250,000 yuan per ton, but later declined to 230,000 yuan per ton due to high historical inventory levels and unclear future policies [3]. - The extension of the cobalt export ban is expected to raise market expectations for cobalt prices, potentially leading to a supply shortage and initiating a second wave of price increases [3].