11月21日寒锐钴业大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | | | | 18.83 | 911.00 | 48.38 | 12.33 | 西南证券股份有限公 | 华林证券股份有限公 | | | | | | 司湖南分公司 | 司深圳分公司 | （文章来源：证券时报网） 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为1.18亿元。 证券时报·数据宝统计显示，寒锐钴业今日收盘价为43.07元，下跌10.98%，日换手率为7.68%，成交额 为9.26亿元，全天主力资金净流出1896.76万元，近5日该股累计下跌11.38%，近5日资金合计净流出 6537.88万元。 两融数据显示，该股最新融资余额为9.56亿元，近5日减少1150.77万元，降幅为1.19%。（数据宝） 寒锐钴业11月21日大宗交易平台出现一笔成交，成交量18.83万股，成交金额911.00万元，大宗交易成交 价为48.38元，相 ...

腾远钴业首次公开发行股票的发行费用总额为2.74亿元，其中保荐机构东兴证券股份有限公司获得保 荐、承销费用2.45亿元。 2022年5月17日，腾远钴业披露的2021年年度权益分派实施公告显示，公司2021年年度权益分派方案为 以公司现有总股本为基数，向全体股东每10股派39.9元人民币现金(含税)，同时，以资本公积金向全体 股东每10股转增8股。本次权益分派股权登记日为2022年5月23日，除权除息日为2022年5月24日。 腾远钴业于2023年5月30日披露的2022年年度权益分派实施公告显示，公司拟以现有总股本226,705,525 股为基数，向全体股东每10股派发现金红利人民币12.00元(含税)，合计派发现金股利人民币 272,046,630.00元(含税)，同时向全体股东以资本公积每10股转增3股，转增后公司总股本将增至 294,717,182股。本次分配不送红股，剩余未分配利润结转以后年度分配。本次权益分派股权登记日为 2023年6月6日，除权除息日为2023年6月7日。 上市首日，腾远钴业盘中最高报230.00元，为上市以来最高点。 腾远钴业首次公开发行股票募集资金总额为54.78亿元，扣除发 ...

证券时报·数据宝统计显示，寒锐钴业今日收盘价为47.78元，下跌4.17%，日换手率为5.64%，成交额为 7.46亿元，全天主力资金净流出7672.37万元，近5日该股累计上涨0.55%，近5日资金合计净流出1.30亿 元。 两融数据显示，该股最新融资余额为9.93亿元，近5日增加304.49万元，增幅为0.31%。（数据宝） 11月18日寒锐钴业大宗交易一览 寒锐钴业11月18日大宗交易平台出现一笔成交，成交量273.29万股，成交金额1.09亿元，大宗交易成交 价为39.89元，相对今日收盘价折价16.51%。该笔交易的买方营业部为中信建投证券股份有限公司上海 营口路证券营业部，卖方营业部为华宝证券股份有限公司上海大连路证券营业部。 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 273.29 | 10901.54 | 39.89 | -16.51 | 中信建投证券股份有限公司 ...

每经AI快讯，有投资者在投资者互动平台提问：你好！请问贵公司三元前驱体产品投产了吗？销售情 况如何？我看贵公司的业绩中主要是铜、钴产品，好象没单独把三元前驱体产品列入一栏，说明目前产 销量还比较小吗？如果是的话，好久能大规模上量？ （文章来源：每日经济新闻） 腾远钴业（301219.SZ）11月17日在投资者互动平台表示，公司全资子公司赣州腾驰新能源材料技术有 限公司已经具备了20000吨三元前驱体和10000吨四氧化三钴的产能，目前四氧化三钴已实现对外销售， 三元前躯体目前处于送样阶段；关于三元前驱体产品具体产销进展请关注公司后续定期报告。 ...

腾远钴业11月17日在互动平台表示，公司全资子公司赣州腾驰新能源材料技术有限公司已经具备了 20,000吨三元前驱体和10,000吨四氧化三钴的产能，目前四氧化三钴已实现对外销售，三元前躯体目前 处于送样阶段。 ...

Group 1: Aluminum Market - The logic of aluminum shortage is expected to gradually materialize, leading to an upward cycle in aluminum prices, with electrolytic aluminum profits continuing to expand [3] - Shanghai aluminum price increased by 1.48% to 22,000 yuan/ton, and the profit margin for electrolytic aluminum rose by 5.40% to 6,051 yuan/ton [3] - Inventory levels show an increase in London aluminum stock by 0.57% to 552,400 tons and Shanghai aluminum stock by 1.38% to 114,900 tons, while domestic spot inventory decreased by 0.16% to 619,000 tons [3] Group 2: Copper Market - Copper prices are expected to remain volatile due to macroeconomic factors, with London copper, Shanghai copper, and US copper showing respective changes of +0.99%, +1.12%, and +1.86% [2] - Domestic copper inventory is decreasing, with London copper at 136,000 tons, New York copper at 381,000 short tons, and Shanghai copper at 109,000 tons, showing changes of -0.13%, +3.23%, and -4.89% respectively [2] - The operating rate for electrolytic copper rods increased by 4.91 percentage points to 66.88% [2] Group 3: Lithium Market - Lithium demand has exceeded expectations, with lithium carbonate prices rising by 5.91% to 85,200 yuan/ton and spodumene concentrate increasing by 8.52% to 1,006 USD/ton [4][5] - Lithium carbonate production reached 21,500 tons, reflecting a slight increase of 0.1%, while weekly inventory decreased by 2.8% to 120,500 tons [4][5] - The lithium sector is expected to see a profit turning point as inventory continues to decline [5] Group 4: Cobalt Market - The tight supply of cobalt raw materials remains unchanged, with cobalt prices expected to continue rising, as MB cobalt increased by 0.53% to 23.65 USD/pound and domestic cobalt prices rose by 3.39% to 397,000 yuan/ton [5] - The Democratic Republic of Congo has lifted its cobalt export ban, transitioning to a quota system, but current export approvals are still pending, indicating a continued tight supply in the short term [5]

Group 1 - The company Huayou Cobalt (603799) reported that as of September 30, 2025, the number of shareholders is 257,101 [1]

证券日报网讯华友钴业11月4日在互动平台回答投资者提问时表示，公司2025年前三季度购买商品、接 受劳务支付的现金为541.11亿元，同比增长20.62%；同时，公司销售商品、提供劳务收到的现金为 629.46亿元，同比增长26.95%。 （文章来源：证券日报） ...

Summary of Conference Call Notes Industry Overview - The conference call discusses the non-ferrous metals market, particularly focusing on copper, lithium, cobalt, rare earths, and aluminum sectors [1][2][3]. Key Points and Arguments Copper Market - The copper market is facing supply tightness, with several mining companies lowering production guidance, leading to a year-on-year production decline of approximately 104,000 tons in Q3 2025, potentially reaching 150,000 tons by year-end [3][4]. - The anticipated new supply for 2026 is limited to about 300,000 tons, with Freeport's recovery not meeting expectations, which could exacerbate supply issues [4]. - Demand for copper remains strong, driven by a 4% year-on-year increase in electricity consumption in the U.S., particularly in power equipment [6]. - Copper prices are expected to break through the $14,000 to $15,000 per ton range by early 2026 [7]. Rare Earths - The relaxation of rare earth export controls is expected to lead to significant overseas restocking, replicating the substantial export increases seen in Q3 2025 [1][9]. - Domestic regulations on imported ore smelting are tightening, with non-compliant smelting plants facing consolidation or shutdown, which will support the fundamentals of the rare earth market [10]. - Key companies recommended include China Rare Earth and Guangsheng Nonferrous [10]. Lithium Market - The lithium market is projected to shift from marginal oversupply to tightness, with expected storage demand growth of 80% in 2026 [11]. - Following a production halt by CATL, inventory depletion has been significant, with weekly reductions increasing from 1,000 tons to 3,000 tons due to surging storage orders [12]. - Companies to watch include Guocheng Mining, Dazhong Mining, and Shengxin Lithium Energy, which are expected to benefit from price increases [12]. Cobalt Market - Cobalt prices are anticipated to rise, despite a current price drop to around 400,000 yuan, primarily due to supply constraints from the Democratic Republic of Congo [14]. - The industry is expected to face a shortage of 20,000 to 30,000 tons of raw materials in 2026, pushing prices higher [14]. - Companies of interest include Huayou Cobalt, Li Qun Co., and Tengyuan Technology [15]. Nickel Market - The nickel market is closely tied to Indonesia's RKA B quota disclosures, as Indonesia controls 60% of global nickel supply [16]. - A lower-than-expected quota could lead to a slight increase in nickel prices, which are currently supported at $15,000 per ton [16]. Aluminum Market - The aluminum sector is experiencing upward momentum due to multiple catalysts, including potential shutdowns of major production facilities in the U.S. and Mozambique [17][18]. - China's aluminum exports account for nearly 40%, and the outlook for external demand is optimistic, particularly following recent monetary easing in the U.S. and Europe [18]. Additional Important Insights - The overall sentiment in the metals market is bullish, with expectations of a comprehensive bull market for both non-ferrous and ferrous metals in 2026 [2]. - The focus on energy transition and technological advancements in mining and smelting processes is expected to influence supply dynamics significantly [5][10].

Core Points - The company announced that its controlling shareholder, Huayou Holding Group Co., Ltd., plans to increase its stake in the company through a special loan and its own funds, with a total investment amount between RMB 300 million and RMB 600 million [1] - The implementation of the share buyback plan has been completed, with Huayou Holding acquiring a total of 7,426,450 shares, representing 0.39% of the company's total share capital, for a total amount of RMB 303 million [1][3] - The total share capital of the company increased to 1,899,272,277 shares as of October 30, 2025, due to the conversion of bonds and the registration of restricted stock [2] Summary of the Buyback Plan - The buyback plan was disclosed on February 14, 2025, and was set to be executed within one year without a specified price range [1] - The buyback was conducted through the Shanghai Stock Exchange trading system using centralized bidding [1] - The buyback plan complied with relevant laws and regulations, and its completion did not trigger a mandatory tender offer or affect the company's governance structure [4]