Core Viewpoint - Tengyuan Cobalt Industry (301219.SZ) forecasts a net profit attributable to shareholders of 1.028 billion to 1.164 billion yuan for the fiscal year 2025, representing a year-on-year growth of 50.02% to 69.87% [1] Group 1: Performance Drivers - The significant growth in performance is primarily driven by the gradual release of production capacity from fundraising projects, leading to an increase in total metal output of cobalt, copper, nickel, lithium, and manganese [1] - The company has implemented lean management practices, resulting in notable cost reduction and efficiency improvements [1] - An increase in the proportion of recycled materials has enhanced supply chain resilience and self-sufficiency in raw materials [1] - The company benefited from a year-on-year rise in market prices for metals such as cobalt and copper, significantly improving product profitability [1]
腾远钴业：2025年净利同比预增50.02%~69.87%