Ronbay Technology(SH:688005) Mei Ri Jing Ji Xin Wen·2025-10-19 23:26Group 1 - GreeMe's cobalt recovery strategy through "urban mining + Indonesian resources" aims to enhance self-sufficiency, with a projected recovery of 10,128 tons in 2024, exceeding China's primary cobalt mining by 350% [1] - GreeMe's Indonesian nickel smelting project is expected to produce 3,667 tons of cobalt metal in the first half of 2025, representing a 125% year-on-year increase [1] - GreeMe's dual strategy effectively mitigates global supply chain risks from tightening cobalt exports in the Democratic Republic of Congo, showcasing strong control over its supply chain [1] Group 2 - Rongbai Technology reported a net profit loss of 135 million yuan in Q3 2025, with revenue declining by 38.29% year-on-year to 2.737 billion yuan [2] - For the first three quarters, Rongbai's revenue was 8.986 billion yuan, down 20.64% year-on-year, reflecting increased competition and rising costs due to idle capacity [2] - The significant decline in both revenue and net profit indicates severe operational challenges and profitability issues within the lithium battery cathode materials industry [2] Group 3 - Ganfeng Lithium plans to transfer part of its stake in Shenzhen Yichu Energy Technology Co., Ltd. to strategic investor Wanxin Green Energy for 664 million yuan [3] - The transaction involves Wanxin Green Energy acquiring 44.2361% of Shenzhen Yichu's registered capital, with Ganfeng selling 29.5355% of its stake [3] - This move is expected to optimize Ganfeng's asset structure and focus on its core lithium business while enhancing the operational strength of its energy storage subsidiary [3]