中伟股份：红土镍矿—镍中成品的环节，公司自供率超80%，钴自供比例较低

Group 1 - The company is continuously enhancing its recycling R&D innovations, developing new lithium processing technologies and achieving industry-leading recovery rates for nickel, cobalt, and lithium [1] - The self-sufficiency rate for nickel from laterite ore exceeds 80%, while the self-sufficiency ratio for cobalt is relatively low [1] - An increase in cobalt prices in 2025 is expected to positively impact the company's annual profits [1] Group 2 - The company is projected to process over 50,000 tons of retired batteries in 2024, with inquiries about the expected processing volume for the first half of 2025 [3] - The company has maintained the number one global market share for ternary precursors and cobalt tetroxide for five consecutive years, with questions regarding the current self-production ratios for nickel and cobalt [3]