登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：603799 股票简称：华友钴业 公告编号：2026-002 浙江华友钴业股份有限公司 关于实际控制人部分股份质押的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 截至本公告日，浙江华友钴业股份有限公司（以下简称"公司"）实际控制人陈雪华先生持有公司股份 82,505,146股，占公司总股本的4.35%；其中已累计质押36,320,000股，占其所持公司股份总数的 44.02%，占公司总股本的1.91%。 ● 截至本公告日，陈雪华先生及其一致行动人华友控股集团有限公司（以下简称"华友控股"）共计持有 公司股份391,169,847股，占公司总股本的20.62%；其中已累计质押172,186,994股，占其所持公司股份 总数的44.02%，占公司总股本的9.08%。 近日，公司收到陈雪华先生的通知，陈雪华先生办理了部分股份质押业务，具体情况如下： 截至本公告披露日，陈雪华先生及其一致行动人华友控股累计质押股份情况如下： ■ 注：除另有说明，表格 ...

格隆汇1月5日丨华友钴业(603799.SH)公告称，公司预计2025年度归属于上市公司股东的净利润为58.50 亿元-64.50亿元，同比增长40.80%至55.24%。2025年公司盈利大幅增长，主要受益于公司产业一体化经 营优势的持续释放、钴锂等金属价格的回升、公司管理变革、降本增效的深入推进。 ...

Core Insights - Company reported Q3 revenue of 21.744 billion, a year-on-year increase of 40.85% [1] - Net profit attributable to shareholders for Q3 was 1.505 billion, up 11.53% year-on-year [1] - Year-to-date revenue reached 58.941 billion, reflecting a 29.57% increase compared to the previous year [1] - Year-to-date net profit stood at 4.216 billion, showing a significant growth of 39.59% [1] - The company's profitability has been enhanced due to the continuous release of integrated operational advantages and the rebound in cobalt metal prices [1]

Core Insights - Huayou Cobalt Co., Ltd. reported a significant increase in revenue and net profit for Q3 2025, driven by integrated operations and rising cobalt prices [1] Financial Performance - Q3 2025 revenue reached 21.744 billion yuan, marking a year-on-year growth of 40.85% [1] - Revenue for the first three quarters of 2025 totaled 58.941 billion yuan, reflecting a year-on-year increase of 29.57% [1] - Net profit attributable to shareholders for Q3 2025 was 1.505 billion yuan, up 11.53% year-on-year [1] - Net profit for the first three quarters of 2025 amounted to 4.216 billion yuan, showing a year-on-year growth of 39.59% [1] - Basic earnings per share stood at 0.88 yuan [1] Operational Drivers - The company's profitability has been enhanced due to the continuous release of advantages from integrated operations in the cobalt industry [1] - The recovery in cobalt metal prices has also contributed to the improved financial performance [1]

Core Insights - The company reported a significant increase in revenue and net profit for the third quarter of 2025, indicating strong financial performance driven by integrated operations and rising cobalt prices [2] Financial Performance - The company's third-quarter revenue reached 21.744 billion, marking a year-on-year growth of 40.85% [2] - Net profit for the third quarter was 1.505 billion, reflecting a year-on-year increase of 11.53% [2] - Year-to-date revenue amounted to 58.941 billion, with a year-on-year growth of 29.57% [2] - Year-to-date net profit stood at 4.216 billion, showing a year-on-year increase of 39.59% [2] Industry Context - The company's profitability has been enhanced due to the continuous release of advantages from integrated operations and the recovery of cobalt metal prices [2]

Summary of Key Points from the Conference Call Industry Overview - The conference call discusses the urban gas industry, highlighting its growth driven by economic expansion and decreasing natural gas costs, which leads to significant volume increases. The improvement in price differentials under residential pricing and the expansion into residential and commercial customer services are also emphasized [4][3]. Company Insights Kunlun Energy - **Strong Shareholder Background**: Kunlun Energy is backed by PetroChina, providing a comprehensive layout in the natural gas industry and significant synergy effects. Its main business segments include LNG processing, storage, and transportation, with natural gas sales contributing 65-69% of pre-tax profits [5][3]. - **Cost Advantages**: As PetroChina's sole natural gas terminal sales and management platform, Kunlun Energy benefits from lower resource costs among its member companies from 2017 to 2024, particularly in the central and western regions of China [5][3]. - **Financial Performance**: For 2024, Kunlun Energy expects a revenue growth of 5% and a net profit growth of 4.9%. The company anticipates a net profit growth rate of 5-6% in the coming years, with a stable dividend payout ratio of around 45% [6][3]. - **Valuation Metrics**: The projected PE ratio for 2025 is approximately 9 times, with a PB ratio of about 0.8 times and a dividend yield of around 5% [6][3]. Xinao Energy - **Business Growth**: Xinao Energy maintains a strong recommendation, with rapid growth in its smart home and comprehensive services segments, which have significantly increased their gross profit contribution, offsetting uncertainties in its main business [7][3]. - **Financial Projections**: The company expects economic profit growth of 6-7 percentage points from 2025 to 2026, with a projected PB of about 1.2 times and a PE of around 8 times for 2025, alongside a dividend yield exceeding 5% [8][3]. - **Privatization Plans**: Xinao Holdings aims to privatize Xinao Energy and relist it on the Hong Kong Stock Exchange, which is expected to provide a safety margin for the current stock price and future upside potential. The privatization is intended to achieve integrated operations across upstream resources, terminals, and downstream city gas operations [9][10]. - **Risks in Privatization**: The privatization plan faces risks including compliance with market regulations, valuation recognition, and potential discounts in A-shares, which require further analysis [11][3]. Performance in Public Utilities - Both Kunlun Energy and Xinao Energy demonstrate strong performance in the public utilities sector, characterized by robust free cash flow and cash holdings, positioning them as leading companies in the industry [12][3].