HUAYOU COBALT(SH:603799) Sou Hu Cai Jing·2025-09-30 03:37Group 1 - The core viewpoint of the news is that the non-ferrous metal sector is experiencing significant growth, driven by government policies aimed at promoting consumption upgrades and high-end applications in the industry [1][2] - The China Securities Regulatory Commission's non-ferrous metal index rose by 3.85% during the trading session, with notable individual stock performances including Xiyu Co. hitting the daily limit, and Jiangxi Copper, Huayou Cobalt, and Yongxing Materials increasing by 8.28%, 7.45%, and 7.44% respectively [1] - The Ministry of Industry and Information Technology, along with eight other departments, released a plan for the non-ferrous metal industry aimed at enhancing the application of rare metals and accelerating the validation of high-end products such as high-purity gallium and tungsten hard alloys [1] Group 2 - The energy metals sector is leading the gains, benefiting from the rise of solid-state batteries and regulatory changes in the Democratic Republic of Congo regarding cobalt exports, which will be subject to quotas starting October 16 [1] - Following the announcement of the new export policy, cobalt prices surged, with the price reaching 344,000 yuan per ton, leading to significant increases in the A-share cobalt sector, including Huayou Cobalt hitting the daily limit and Tengyuan Cobalt and Hanrui Cobalt seeing maximum increases of 8.32% and 10.59% respectively [2]