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%。 ...

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%。 ...

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%。 ...

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].

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)。 ...

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。 ...

Core Viewpoint - Tengyuan Cobalt (301219.SZ) announced that its major shareholders, Xiamen Tungsten (600549) and Changjiang Chenda, plan to reduce their holdings in the company through centralized bidding within the next three months, with a maximum reduction of 2.9329 million shares, accounting for 1% of the company's total share capital [1] Summary by Relevant Categories Shareholder Actions - Major shareholders Xiamen Tungsten and Changjiang Chenda intend to reduce their stakes in Tengyuan Cobalt [1] - The planned reduction will occur through centralized bidding [1] - The maximum number of shares to be reduced is 2.9329 million, which represents 1% of the total share capital [1] Timeline - The reduction period is set to begin 15 trading days after the announcement and will last for three months [1]

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].

Core Insights - The energy metals sector saw an increase of 0.83% on September 15, with Ganfeng Lithium leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Energy Metals Sector Performance - Ganfeng Lithium (002460) closed at 48.66, up 4.49% with a trading volume of 1.0531 million shares [1] - Tianqi Lithium (002466) closed at 45.31, up 2.91% with a trading volume of 664,200 shares [1] - Other notable performers include: - Boqian New Materials (605376) at 49.95, up 2.82% [1] - Canggu Mining (000408) at 56.77, up 0.82% [1] - Shengxin Lithium Energy (002240) at 18.30, up 0.77% [1] Capital Flow Analysis - The energy metals sector experienced a net outflow of 121 million yuan from institutional investors, while retail investors saw a net inflow of 127 million yuan [2] - The detailed capital flow for key stocks includes: - Ganfeng Lithium had a net inflow of 174 million yuan from institutional investors [3] - Tianqi Lithium saw a net inflow of 148 million yuan from institutional investors [3] - Canggu Mining had a net inflow of 26.97 million yuan from institutional investors [3]

Group 1 - The core point of the article is that Tengyuan Cobalt Industry (301219) reported a total of 25,288 shareholders as of September 10, 2025 [1]