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腾远钴业股东厦门钨业、长江晨道拟合计减持不超2%股份
Zhi Tong Cai Jing· 2025-09-16 14:22
腾远钴业(301219)(301219.SZ)公告,公司收到公司持股5%以上股东厦门钨业(600549)股份有限公 司("厦门钨业")和宁波梅山保税港区晨道投资合伙企业(有限合伙)-长江晨道(湖北)新能源产业投资合伙 企业(有限合伙)("长江晨道")的《股份减持计划告知函》,其拟减持公司股份。 厦门钨业计划在自本公告披露之日起15个交易日后的3个月内通过集中竞价方式减持公司股份不超过 293.2924万股,即不超过公司当前总股本的1%。长江晨道计划在自本公告披露之日起15个交易日后的3 个月内通过集中竞价方式或大宗交易方式减持公司股份不超过293.2924万股,即不超过公司当前总股本 的1%。 ...
腾远钴业(301219.SZ)股东厦门钨业、长江晨道拟合计减持不超2%股份
智通财经网· 2025-09-16 14:22
智通财经APP讯,腾远钴业(301219.SZ)公告,公司收到公司持股5%以上股东厦门钨业股份有限公司 ("厦门钨业")和宁波梅山保税港区晨道投资合伙企业(有限合伙)-长江晨道(湖北)新能源产业投资合伙企 业(有限合伙)("长江晨道")的《股份减持计划告知函》,其拟减持公司股份。 厦门钨业计划在自本公告披露之日起15个交易日后的3个月内通过集中竞价方式减持公司股份不超过 293.2924万股,即不超过公司当前总股本的1%。长江晨道计划在自本公告披露之日起15个交易日后的3 个月内通过集中竞价方式或大宗交易方式减持公司股份不超过293.2924万股,即不超过公司当前总股本 的1%。 ...
腾远钴业(301219.SZ):厦门钨业及长江晨道拟合计减持不超2%股份
Ge Long Hui A P P· 2025-09-16 14:18
格隆汇9月16日丨腾远钴业(301219.SZ)公布,厦门钨业计划在自本公告披露之日起15个交易日后的3个 月内通过集中竞价方式减持公司股份不超过2,932,924股,即不超过公司当前总股本的1%。 长江晨道计划在自本公告披露之日起15个交易日后的3个月内通过集中竞价方式或大宗交易方式减持公 司股份不超过2,932,924股,即不超过公司当前总股本的1%。 ...
腾远钴业两股东拟减持不超1%股份 ,减持原因均为经营发展需要
Xin Lang Cai Jing· 2025-09-16 14:04
Core Viewpoint - Ganzhou Tengyuan Cobalt Industry Co., Ltd. announced that two shareholders, Xiamen Tungsten Co., Ltd. and Changjiang Chenda (Hubei) New Energy Industry Investment Partnership, plan to reduce their shareholdings due to operational needs [1][2]. Group 1: Shareholding Details - Xiamen Tungsten holds 26,676,000 shares, representing 9.10% of the total share capital of Tengyuan Cobalt [1]. - Changjiang Chenda holds 15,137,933 shares, accounting for 5.16% of the total share capital [1]. Group 2: Reduction Plans - Xiamen Tungsten plans to reduce its holdings by up to 2,932,924 shares, not exceeding 1% of the total share capital, within a specified period from October 16, 2025, to January 15, 2026 [1][2]. - Changjiang Chenda also intends to reduce its holdings by the same amount and within the same timeframe, using either centralized bidding or block trading methods [1][2]. Group 3: Conditions and Implications - The reduction price will be determined based on market conditions at the time of the sale [2]. - The reduction plans do not violate any legal regulations and will not lead to a change in the company's control or governance structure [2].
腾远钴业:118383034股限售股将于9月18日上市流通
Zheng Quan Ri Bao Wang· 2025-09-16 13:43
证券日报网讯9月16日晚间,腾远钴业(301219)发布部分首次公开发行前已发行股份解除限售并上市 流通提示性公告称,本次上市流通的限售股份为公司部分首次公开发行前已发行股份,本次申请解除股 份限售的股东数量为8户,股份数量为118,383,034股,占公司总股本的40.1684%。本次申请解除限 售股份的上市流通日期为2025年9月18日(星期四)。 ...
腾远钴业:股东拟合计减持公司不超2%股份
转自:证券时报 人民财讯9月16日电,腾远钴业(301219)9月16日晚间公告,公司持股9.1%的股东厦门钨业计划通过集中 竞价方式减持公司股份不超过293.29万股,即不超过公司当前总股本的1%。持股5.16%的股东长江晨道 计划通过集中竞价方式或大宗交易方式减持公司股份不超过293.29万股,即不超过公司当前总股本的 1%。上述减持主体合计减持股份不超2%股份。 ...
腾远钴业:厦门钨业和长江晨道拟合计减持不超总股本的2%
Mei Ri Jing Ji Xin Wen· 2025-09-16 13:21
每经AI快讯,9月16日,腾远钴业(301219)(301219.SZ)公告称,公司持股5%以上股东厦门钨业 (600549)和长江晨道计划在未来三个月内通过集中竞价方式减持公司股份,分别减持不超过293.29万 股,占公司当前总股本的1%。减持期间为公告披露之日起15个交易日后的3个月内。 ...
为什么我们把白银和钴排在前列
2025-09-15 14:57
Summary of Key Points from Conference Call Industry Overview - The current cycle for the non-ferrous metals industry is at the brink of a new upward trend, positioned at the tail end of an economic downturn. Global economic data suggests a potential bottoming out and stabilization in major economies next year, which could lead to a new liquidity easing cycle, typically resulting in commodity prices entering a trend upward within two months [2][5]. Key Insights on Cobalt and Silver - Cobalt and silver are prioritized as investment choices due to their potential for significant price increases. Cobalt, primarily sourced from the Democratic Republic of Congo (DRC), accounts for approximately 76% of global supply. Export restrictions since February 2023 are expected to tighten supply, with historical price surges exceeding 200% during similar conditions. Current cobalt prices are around 270,000 CNY, with projections to rise to 350,000 CNY or even above 400,000 CNY [6][7]. - Silver is viewed as a precious metal with considerable upside potential. The current market for silver is relatively restrained, but as the economy stabilizes and demand increases, silver is expected to show greater elasticity. The gold-silver ratio is currently around 85, with expectations to correct to below 60, indicating a potential price increase of over 50% for silver [6][8]. Supply-Side Disturbances - Supply-side disturbances have significantly impacted the non-ferrous metals market, with various restrictions leading to price increases for metals like copper, aluminum, tungsten, and rare earths. Factors include policy export controls, smelting area restrictions, and decreased logistics efficiency due to global fragmentation [3][5]. Cobalt Market Dynamics - The cobalt market is entering a phase of sustained supply-demand tension, with expectations of a continuous shortfall starting in 2025. The strategic nature of cobalt, along with its current market conditions, positions it similarly to rare earths and tungsten as a critical investment [7][10]. Silver Market Characteristics - The silver market exhibits distinct phase characteristics. During periods of economic weakness, the gold-silver ratio tends to hover around 90. However, with economic recovery, industrial demand is expected to significantly improve the ratio, leading to substantial price increases for silver [8][11]. Investment Strategies - For cobalt, focus on companies involved in copper-cobalt or nickel-copper mining, such as Luoyang Molybdenum, which has a production estimate of 110,000 to 120,000 tons for 2024. Despite potential production cuts due to quota systems, price increases will likely enhance overall performance [10]. - In the silver sector, it is recommended to target lead-zinc mining companies that report high silver yields in their annual reports, as well as lead-zinc smelting enterprises that possess significant silver refining capacity [9]. Copper Market Insights - The copper market is currently influenced by a safety incident at the Grasberg mine, which may lead to a temporary production halt. Demand remains robust, but purchasing enthusiasm declines when prices exceed 9,700 USD. The supply-demand balance is still relatively stable, making a trend upward unlikely until global economic stabilization occurs [4][12]. Aluminum Sector Highlights - The electrolytic aluminum sector is experiencing a favorable trading environment, with no new production expected from domestic power companies. This situation is likely to enhance dividend payouts from leading companies such as Zhonglv, Hongqiao, and Shenhuo Tianshan [14]. Gold Market Outlook - The short-term outlook for gold is influenced by expectations of interest rate cuts, with potential price increases contingent on economic data and the extent of rate reductions. A favorable combination of rate cuts and economic performance could significantly benefit gold prices [15].
能源金属板块9月15日涨0.83%,赣锋锂业领涨,主力资金净流出1.21亿元
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301219 | 腾远钻业 | 69.96 | -4.86% | 11.88万 | 8.49 Z | | 300618 | 塞锐钻√ | 50.45 | -3.90% | 33.61万 | 17.41亿 | | 600711 | 蓝电矿业 | 8.77 | -3.09% | 112.45万 | 2666.6 | | 6633209 | 永杉锂业 | 10.02 | -0.89% | 12.72万 | 1.29亿 | | 000762 | 西藏矿业 | 23.09 | -0.26% | 20.37万 | 4.73 Z | | 603799 | 华友钻业 | 52.25 | -0.10% | 115.57万 | 61.80亿 | | 002756 | 永兴材料 | 35.54 | 0.17% | 13.04万 | 4.68亿 | | 002192 | 融捷股份 | 36.83 | 0.71% | 10.50万 | 3.90亿 | | 002240 | ...
腾远钴业:截至2025年9月10日,公司股东户数为25288户
Zheng Quan Ri Bao Wang· 2025-09-15 08:41
证券日报网讯腾远钴业(301219)9月15日在互动平台回答投资者提问时表示,截至2025年9月10日,公 司股东户数为25288户。 ...