9月25日，腾远钴业跌0.74%，成交额6.81亿元。两融数据显示，当日腾远钴业获融资买入额8661.44万 元，融资偿还9733.61万元，融资净买入-1072.17万元。截至9月25日，腾远钴业融资融券余额合计5.27 亿元。 截至9月19日，腾远钴业股东户数2.45万，较上期减少3.18%；人均流通股11801股，较上期增加 74.97%。2025年1月-6月，腾远钴业实现营业收入35.32亿元，同比增长10.30%；归母净利润4.69亿元， 同比增长9.94%。 融资方面，腾远钴业当日融资买入8661.44万元。当前融资余额5.25亿元，占流通市值的2.67%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，腾远钴业9月25日融券偿还3400.00股，融券卖出100.00股，按当日收盘价计算，卖出金额 6681.00元；融券余量2.61万股，融券余额174.37万元，超过近一年80%分位水平，处于高位。 资料显示，赣州腾远钴业新材料股份有限公司位于江西省赣州市赣县区赣州高新技术产业开发区稀金大 道9号，成立日期2004年3月26日，上市日期2022年3月17日，公司主营业务涉及危险化学品生产 ...

责任编辑：小浪快报 银华创业板两年定期开放混合（161838）基金经理为刘辉、王利刚。 截至发稿，刘辉累计任职时间8年191天，现任基金资产总规模31.59亿元，任职期间最佳基金回报 120.82%， 任职期间最差基金回报-19.86%。 王利刚累计任职时间5年265天，现任基金资产总规模32.81亿元，任职期间最佳基金回报25.98%， 任职 期间最差基金回报-19.86%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 9月19日，腾远钴业涨5.01%，截至发稿，报70.49元/股，成交2.14亿元，换手率1.07%，总市值207.75亿 元。 资料显示，赣州腾远钴业新材料股份有限公司位于江西省赣州市赣县区赣州高新技术产业开发区稀金大 道9号，成立日期2004年3月26日，上市日期2022年3月17日，公司主营业务涉及危险化学品生产、肥料 生产与销售,常用有色金属冶炼,基础化学原料制造,新能源汽车废旧动力蓄电池回收及梯次利用,再生资源 回收,石灰和石膏制造与销售,石 ...

Investment Rating - The report indicates a positive outlook for the antimony industry, driven by increasing demand in various applications such as flame retardants and photovoltaic glass [4][21]. Core Insights - Antimony is recognized as a strategic mineral with significant market potential, particularly due to its applications in semiconductors, alloys, and flame retardant materials [4][14]. - The global antimony resource is highly concentrated in countries like China, Russia, and Bolivia, with China holding the largest reserves [12][13]. - China's implementation of export control policies in 2024 has led to a widening price gap between domestic and international markets [15][40]. - The market size of the antimony industry is projected to grow from 7.95 million tons in 2021 to 9.71 million tons in 2024, with a compound annual growth rate (CAGR) of 6.91% [37][38]. Summary by Sections Industry Definition - Antimony (Sb) is a silver-white metal with atomic number 51, widely used in various industrial applications, including semiconductors and flame retardants [5][6]. Industry Characteristics - The antimony industry is characterized by resource concentration, strategic importance, and policy sensitivity, particularly regarding export controls [12][15]. - As of 2024, global antimony reserves are estimated at 2.255 million tons, with China accounting for 670,000 tons, representing 29.7% of the total [13][14]. Development History - The modern development of the antimony industry has gone through three key phases, with China emerging as a dominant player since the 1990s [16][19]. Industry Chain Analysis - The antimony industry chain includes upstream mining, midstream processing, and downstream applications, with significant demand from the flame retardant and photovoltaic sectors [20][23]. Market Size and Growth - The antimony market is expected to experience fluctuations, with a projected decline in size from 8.98 million tons in 2025 to 8.30 million tons by 2030, reflecting a CAGR of -1.57% [37][40]. Policy Overview - Recent policies emphasize the importance of strategic minerals like antimony, focusing on resource security and sustainable development [43][45]. Competitive Landscape - The antimony mining sector in China is divided into three tiers, with leading companies like Hunan Gold and Huayu Mining at the forefront [46][50].