这家锂电企业预计净赚28亿！

Core Viewpoint - The article highlights the significant performance improvement of Huayou Cobalt Industry in the lithium battery supply chain, driven by its integrated operational advantages and the recovery of cobalt prices, leading to a notable increase in net profit for the first half of 2025 [2][4][8]. Industry and Company Summary - The fifth "Two-Wheeled Vehicle Battery Swap Conference" will be held on July 11, 2025, in Shenzhen, focusing on the theme "Battery Swap City, Smart Two-Wheelers" [2]. - Huayou Cobalt Industry expects a net profit of 2.6 billion to 2.8 billion yuan for the first half of 2025, representing a year-on-year increase of 55.62% to 67.59% [2][3]. - The company's net profit for Q2 2025 is projected to be between 1.348 billion and 1.548 billion yuan, showing a year-on-year growth of 17.42% to 34.84% [3]. - Huayou Cobalt's stock price has increased by 32.91% since the beginning of the year, reflecting strong market confidence following the earnings forecast [4]. - The company has achieved continuous net profit growth for five consecutive quarters, with 2024 marking its best annual performance to date [4]. - Huayou Cobalt operates across the entire lithium battery materials supply chain, including resource development, green refining, and recycling [4]. - The company has successfully reduced reliance on external raw materials through projects in Indonesia, achieving high production and cost reductions [4][5]. - Huayou Cobalt's overseas revenue reached 36.18 billion yuan in 2024, accounting for 59.36% of total revenue, indicating a strong international market presence [7]. - The company has diversified its resource layout and secured long-term contracts to mitigate market risks associated with cobalt price fluctuations [8]. - Research and development investments have significantly increased, with a total of 4.45 billion yuan spent over the last three years, focusing on high-nickel materials and solid-state batteries [8].