Core Viewpoint - Tengyuan Cobalt (301219.SZ) forecasts a net profit attributable to shareholders of 1.028 billion to 1.164 billion yuan for the 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 continuously promoted lean management reforms and implemented cost reduction and efficiency enhancement measures, which have improved operational efficiency and overall profitability [1] - The improvement of the secondary resource recovery system has led to a continuous increase in the proportion of recycled materials in the raw material structure, effectively enhancing supply chain resilience and self-sufficiency in raw materials [1] - The company has benefited from the year-on-year price increase of metals such as cobalt and copper, significantly enhancing the profitability of its products [1]
腾远钴业(301219.SZ)发预增，预计2025年度归母净利润同比增长50.02%-69.87%