Core Viewpoint - Tengyuan Cobalt Industry (301219.SZ) has completed a share reduction plan executed by its shareholder, Changjiang Chenda, resulting in a decrease in its total shareholding [1] Group 1 - The share reduction took place from October 16, 2025, to January 6, 2026, during which Changjiang Chenda reduced its holdings by 2,932,009 shares, accounting for 0.995% of the company's total share capital [1] - As of January 6, 2026, Changjiang Chenda holds 12,205,924 shares, representing 4.14% of the total share capital, and 4.16% when excluding shares held in the company's repurchase account [1] - The share reduction plan has been fully implemented [1]

格隆汇1月7日丨腾远钴业(301219.SZ)公布，公司于近日收到公司股东长江晨道出具的《股份减持计划 实施完毕告知函》，获悉2025年10月16日至2026年1月6日，长江晨道通过集中竞价交易的方式累计减持 公司股份2,932,009股，占公司总股本的比例为0.995%，截至2026年1月6日，长江晨道持有公司股份 12,205,924股，占公司总股本的比例为4.14%,占剔除公司回购专用证券账户股份后总股本的4.16%。长江 晨道本次减持计划已实施完毕。 ...

人民财讯1月5日电，华友钴业（603799）1月5日公告，经财务部门初步测算，预计2025年度实现归属于 上市公司股东的净利润58.5亿元至64.5亿元，与上年同期(法定披露数据)相比，同比增长40.8%至 55.24%。本期业绩预增的主要原因：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。 ...

"十四五"时期，我国新能源汽车站上世界舞台的中央。比亚迪成长为全球最大的新能源汽车企业，年销量实现了十倍的跨越发展。 进入"十五五"，我国新能源汽车将进入技术迭代、智电融合和全球化发展的新阶段。站在新的起点，比亚迪在技术上，将继续保持大量研发和 资金投入，巩固电动化、推进智能化，用技术带来新的增长曲线；在产业协作上，将站在全球产业链的肩膀上，整合全球资源合作创新；在全 球化上，抢抓中国品牌出海机遇乘势而上，加快推进全球化产业布局，打造世界级中国品牌。 新岁已至，未来可期。面向"十五五"，比亚迪将牢记上市公司主体责任，持续发展壮大新质生产力，为汽车强国梦贡献更大力量！新的一年， 祝朋友们心想事成、幸福相伴！ 东方财富信息有限公司董事长其实：做金融变革浪潮中的"扬帆者" 新元肇启、万象更新，我谨代表东方财富向所有投资者、合作伙伴及社会各界朋友致以诚挚的问候和美好的祝愿。 上市公司掌门人筹谋"十五五"。 比亚迪董事长兼总裁王传福：打造世界级中国品牌 新年伊始，我谨代表比亚迪公司，向大家致以诚挚的新年祝福！起航"十五五"，比亚迪满怀希望、充满期待，将与所有上市公司一起，永葆创 新创业的激情和艰苦奋斗的精神，共同谱写新 ...

生意社12月29日讯 | 品种/规格 | 报价市场/地区 | 报价 | 均价 | 涨跌 | 单位 | | --- | --- | --- | --- | --- | --- | | 1#钴 | 广东南储现货 | 430000-450000 | 440000 | 12000 | 元/吨 | | 1#钴 | 上海金属网 | 438000-450000 | 444000 | 9000 | 元/吨 | | 电解钴(99.8%) | 上海华通现货 | 436000-446000 | 441000 | 12000 | 元/吨 | | 钴(250kg/桶装99.95%) | 国产/赞比亚 | 450000-458000 | 454000 | 14000 | 元/吨 | | 钴粉(-200目，国产) | 上海地区 | 500000-510000 | 505000 | 0 | 元/吨 | | 电解钴 | 上海金藏(国产交割) | 440000-452000 | 452000 | 12000 | 元/吨 | 生意社12月29日讯 | 品种/规格 | 报价市场/地区 | 报价 | 均价 | 涨跌 | 单位 | | --- | -- ...

证券日报网讯12月11日，腾远钴业（301219）在互动平台回答投资者提问时表示，截至2025年12月10 日，公司股东户数为29429户。 ...

Group 1 - The metal cobalt sector experienced a decline of 6.57%, ranking among the top losers in the market, with companies like Ganfeng Lithium and Hainan Mining hitting the daily limit down [1] - Major stocks within the metal cobalt sector saw significant net outflows, totaling 5.546 billion yuan, with Ganfeng Lithium leading the outflow at 1.011 billion yuan [2] - Other companies with notable net outflows include Huayou Cobalt, Zijin Mining, and Greeenme, with outflows of 900 million yuan, 586 million yuan, and 393 million yuan respectively [2] Group 2 - The top gainers and losers in various concept sectors were reported, with the titanium dioxide concept down by 7.12% and the Sora concept slightly up by 0.31% [2] - The trading volume for Ganfeng Lithium was 7.98%, while its stock price dropped by 10% [3] - Other companies in the metal cobalt sector, such as Rongbai Technology and Hanrui Cobalt, also faced significant declines of 11.99% and 10.98% respectively [3]

Core Viewpoint - Huayou Cobalt announced that its controlling shareholder, Huayou Holdings, holds 308,664,701 shares, representing 16.28% of the total share capital, with 116,427,994 shares pledged, accounting for 37.72% of its holdings and 6.14% of the total share capital [1] Summary by Relevant Sections - Shareholding Structure - Huayou Holdings owns 308,664,701 shares of Huayou Cobalt, which is 16.28% of the total share capital [1] - Pledged Shares - A total of 116,427,994 shares have been pledged by Huayou Holdings, which is 37.72% of its total holdings and 6.14% of the company's total share capital [1] - Recent Pledge Activity - Huayou Holdings has recently pledged an additional 5,000,000 shares [1]

Group 1 - The core point of the news is that Huayou Cobalt experienced a decline of 5.11% in its stock price, reaching 59.62 CNY per share, with a trading volume of 4.305 billion CNY and a turnover rate of 3.74%, resulting in a total market capitalization of 113.045 billion CNY [1] - Huayou Cobalt, established on May 22, 2002, and listed on January 29, 2015, specializes in the research and manufacturing of new energy lithium battery materials and cobalt new materials [1] - The company's main business revenue composition includes: nickel products (34.54%), cathode materials (16.28%), trading and others (15.55%), nickel intermediates (14.91%), copper products (5.95%), ternary precursors (5.25%), lithium products (4.18%), and cobalt products (3.33%) [1] Group 2 - From the perspective of major fund holdings, Minsheng Jia Yin Fund has one fund heavily invested in Huayou Cobalt, specifically the Minsheng Jia Yin CSI Mainland Resource Index A (690008), which held 67,400 shares in the third quarter, accounting for 3.45% of the fund's net value, ranking as the sixth largest holding [2] - The estimated floating loss for the fund today is approximately 216,400 CNY [2] - The Minsheng Jia Yin CSI Mainland Resource Index A (690008) was established on March 8, 2012, with a latest scale of 94.7487 million CNY, and has achieved a year-to-date return of 46.27%, ranking 822 out of 4,216 in its category [2]

Copper Market Overview - LME copper price increased by 3.17% to $10,947.00 per ton, while Shanghai copper rose by 3.95% to ¥87,700 per ton [1] - Import copper concentrate processing fee index dropped to -$42.7 per ton, indicating supply pressure [1] - National copper inventory increased by 0.5 million tons to 181.6 thousand tons, primarily due to lower import and domestic supply [1] - The operating rate of waste anode plate enterprises rose to 57.7%, with a slight expected decrease next week [1] - Domestic copper wire and cable enterprises' operating rate was 62.34%, showing a minor increase but overall demand remains weak [1] Aluminum Market Overview - LME aluminum price rose by 2.75% to $2,856.50 per ton, while Shanghai aluminum increased by 1.51% to ¥21,200 per ton [2] - Domestic electrolytic aluminum ingot inventory decreased by 0.7 million tons, indicating a slight reduction in supply [2] - Despite high operational capacity in alumina production, the overall supply remains excessive, leading to expectations of continued price declines [2] - The operating rate of downstream aluminum processing enterprises recorded at 62.4%, showing stability but with internal differentiation [2] Gold Market Overview - COMEX gold price decreased by 5.66% to $4,126.9 per ounce, influenced by U.S. government shutdown and geopolitical risks [3] - SPDR gold holdings decreased by 11.73 tons to 1,046.93 tons, reflecting market sentiment [3] - The U.S. government shutdown has disrupted key economic data, complicating the Federal Reserve's decision-making process [3] Rare Earth Market Overview - Praseodymium-neodymium oxide price decreased by 1.35%, aligning with previous expectations of price fluctuations [4] - The outlook for overseas replenishment is positive, with potential price increases anticipated [4] - The strategic importance of rare earths is highlighted, with a bullish view on companies like China Rare Earth, Guangxi Chaozhou, and others [4] Lithium and Cobalt Market Overview - Carbonate lithium price increased by 1.97% to ¥74,500 per ton, while hydroxide lithium rose by 0.15% to ¥78,300 per ton [5] - Cobalt prices surged by 7% to ¥407,500 per ton, indicating strong demand in the market [5] - Nickel prices saw a slight increase, with LME nickel price at $15,300 per ton [5]