华友钴业: 华友钴业2025年半年度业绩预告

Core Viewpoint - Zhejiang Huayou Cobalt Co., Ltd. expects a significant increase in net profit for the first half of 2025, projecting a rise of 50% or more compared to the same period last year [1][2]. Performance Forecast - The company anticipates a net profit attributable to shareholders of between 2.6 billion and 2.8 billion yuan for the first half of 2025, representing a year-on-year increase of 55.62% to 67.59% [1]. - The projected net profit after deducting non-recurring gains and losses is expected to be between 2.45 billion and 2.65 billion yuan, reflecting a year-on-year increase of 39.85% to 51.26% [1]. Previous Year’s Performance - In the same period last year, the total profit was approximately 248.75 million yuan, with a net profit attributable to shareholders of about 167.07 million yuan [2]. - The net profit after deducting non-recurring gains and losses was around 175.19 million yuan [2]. Reasons for Performance Increase - The increase in profit is attributed to several factors, including the recovery of cobalt prices, management reforms, and cost reduction initiatives [2]. - The company has achieved overproduction at the upstream resource project in Indonesia and has maintained stable high production at the Huayue project, leading to further cost reductions [2]. - The recovery in the downstream cathode material business and enhanced technological innovation capabilities have also contributed to the improved performance [2].