Core Viewpoint - Tengyuan Cobalt Industry (301219.SZ) expects a significant increase in net profit attributable to shareholders for 2025, projecting between 1,028 million yuan and 1,164 million yuan, representing a year-on-year growth of 50.02% to 69.87% [1] Group 1: Financial Performance - The company anticipates a net profit excluding non-recurring gains and losses to be between 991 million yuan and 1,127 million yuan, reflecting a year-on-year increase of 47.67% to 67.94% [1] - The company's performance growth is attributed to several factors, including 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] Group 2: Operational Efficiency - Continuous promotion of lean management reforms has been implemented, focusing on cost control and efficiency improvements, which have enhanced overall profitability [1] - The improvement of the secondary resource recovery system has led to an increasing proportion of recycled materials in the raw material structure, effectively enhancing supply chain resilience and self-sufficiency in raw materials [1] Group 3: Market Conditions - The company has benefited from the year-on-year price increases of metals such as cobalt and copper, which have significantly improved product profitability [1]
腾远钴业(301219.SZ)：预计2025年净利润同比增长50.02%-69.87%