证券日报网讯腾远钴业（301219）9月26日在互动平台回答投资者提问时表示，公司主要从事钴、铜、 镍、锂、电池材料前驱体等产品的研发、生产与销售，聚焦新能源金属资源开发利用，为全球领先的 钴、铜、电池材料前驱体产品生产企业之一。能源金属矿山端的探寻和开拓是公司管理层非常重视的领 域，与公司主业相关的资源，具备良好经济效益，且时机合适，公司会积极参与；同时公司积极布局二 次资源，持续推动原材料供给渠道多元化。 ...

Group 1 - Xinxiang Chemical Fiber will suspend production for approximately 90 days starting October 1, 2025, affecting an annual capacity of 31,200 tons, resulting in a revenue decrease of approximately 185 million yuan and a profit reduction of about 48 million yuan [1] - Bozhong Precision plans to transfer 18.29% of its stake in Suzhou Linghou Robot for 64 million yuan, retaining a 21.61% ownership post-transaction [1] - Haixing Electric is a recommended candidate for a State Grid procurement project, with an expected bid amount of approximately 128 million yuan [2] Group 2 - Samsung Medical is a recommended candidate for multiple State Grid procurement projects, with a total expected bid amount of approximately 193 million yuan [2][3] - Youxunda is a recommended candidate for a State Grid procurement project, with a bid amount of approximately 107 million yuan, representing 10.55% of its 2024 revenue [3] - Tiancheng Self-Control has received a notification for a seat assembly project from a well-known domestic new energy vehicle company, expected to start mass production in June 2026 [4] Group 3 - YKYY013 injection has received FDA approval for clinical trials to treat chronic hepatitis B virus infection [4] - Pulaide has signed a strategic cooperation agreement with an international electric tool brand, with a total procurement amount exceeding 700 million yuan over five years [4] - Sichuan Shuangma's subsidiary has obtained GMP certification from Russia, covering core aspects of drug quality and production systems [6] Group 4 - Boshi Co. has signed an industrial service contract worth approximately 96.99 million yuan with Guoneng Baotou Coal Chemical [7] - Wansheng Intelligent is a recommended candidate for a State Grid project, with an expected bid amount of approximately 67.98 million yuan, representing 7.25% of its 2024 revenue [9][10] - Huazi Industrial plans to sell its dairy farm assets for 38.5 million yuan, expecting a positive impact of approximately 11.7 million yuan on its current profits [10] Group 5 - Jinguang Electric has won a State Grid project with a total bid amount of approximately 28.4 million yuan, accounting for 3.82% of its 2024 revenue [11] - Nanjiao Food reported a net profit of 10,410 yuan for August, a year-on-year decrease of 98.31% [13] - Dongfang Bio's subsidiary has obtained registration certificates for two medical device products [15] Group 6 - Lanhua Kecai has signed a strategic cooperation agreement with Shanghai Pangu Power to promote intelligent and efficient transformation in the coal mining industry [17] - Yabao Pharmaceutical has decided to terminate the SY-009 research project, with a total investment of approximately 87.87 million yuan to be fully impaired [18] - Tian Shili's subsidiary has received approval for a new indication for its recombinant human urokinase injection for acute ischemic stroke treatment [20] Group 7 - Su Yan Jingshen's executives plan to increase their shareholding in the company, with a total investment of between 1.9 million and 2.66 million yuan [22] - Baiyun Electric and its subsidiary have won a State Grid project with a total bid amount of approximately 162 million yuan, covering multiple equipment types [23] - China West Electric's director has resigned due to work reasons, effective September 19, 2025 [25] Group 8 - Jianan Intelligent is a recommended candidate for a State Grid project with a total expected bid amount of approximately 73.12 million yuan [26] - Juhua Technology is a recommended candidate for a State Grid project with a total expected bid amount of approximately 142 million yuan [27] - Tengyuan Cobalt's actual controller has committed not to reduce holdings for the next 12 months, holding 37.89% of the total shares [28] Group 9 - Changfei Optical Fiber announced that Draka Comteq B.V. no longer holds H shares in the company after selling 37.59 million shares [28] - Mongcao Ecological's subsidiary has signed a contract for an ecological restoration project worth 225.2 million yuan [29] - Weiao Co. plans to distribute a cash dividend of 0.1 yuan per share, totaling approximately 39.29 million yuan [30]

Core Viewpoint - Tengyuan Cobalt Industry plans to expand its copper and cobalt production capacity overseas to ensure raw material supply for domestic cobalt smelting enterprises, with a new wet smelting plant project in the Democratic Republic of Congo (DRC) [1] Group 1: Company Expansion Plans - Tengyuan Cobalt Industry intends to build a wet smelting plant in DRC with an annual production capacity of 30,000 tons of copper and 2,000 tons of cobalt [1] - The company expects to produce approximately 20,000 tons of cobalt and 54,500 tons of copper in 2024, indicating significant capacity expansion [1] - The project will be funded through a joint venture with Kenvista, and the total investment for the project is estimated at 980 million yuan, with a construction period of 18 months [1] Group 2: Market Outlook - Global cobalt consumption is projected to reach 200,200 tons in 2024, a year-on-year increase of 7.15%, with continued growth expected in 2025 [2] - The global refined copper market is anticipated to face a supply shortage of 553,900 tons in 2024, with tight copper supply likely to persist into 2025, supporting higher copper prices [2] Group 3: Strategic Positioning - Tengyuan Cobalt Industry aims to become a leading competitor in the new energy battery materials sector, focusing on securing resources and expanding its product offerings in cobalt, nickel, lithium, copper, and manganese [2] - The DRC holds over 70% of the world's cobalt reserves and production, making it a critical area for Tengyuan's resource strategy [2] Group 4: Partnership and Local Relations - The partnership with SAWA Group is significant due to its extensive experience and established relationships with the local government in DRC, which may facilitate smoother project execution [3] - SAWA Group has been operating in DRC for over 20 years, covering various sectors including mining, real estate, and international trade, enhancing its influence in the local mining market [3]