从基金十大重仓股角度 数据显示，银华基金旗下1只基金重仓腾远钴业。银华创业板两年定期开放混合（161838）二季度增持 2.4万股，持有股数29.38万股，占基金净值比例为5.87%，位居第七大重仓股。根据测算，今日浮盈赚 取约112.84万元。连续3天上涨期间浮盈赚取273.57万元。 10月9日，腾远钴业涨5.04%，截至发稿，报79.96元/股，成交10.50亿元，换手率4.63%，总市值235.66 亿元。腾远钴业股价已经连续3天上涨，区间累计涨幅13.94%。 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,石墨及碳素制品制造与销售,新型建筑材料制造(不含危险化学品),轻质建筑 材料制造与销售,建筑材料销售,货物进出口,技术进出口,信息咨询服务。主营业务收入构成为：钴产品 47.56%，铜产品44.39%，其他8.05%。 银华 ...

银华创业板两年定期开放混合（161838）成立日期2020年8月7日，最新规模2.66亿。今年以来收益 23.3%，同类排名3965/8244；近一年收益64.22%，同类排名1468/8080；成立以来亏损20.14%。 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201天，现任基金资产总规模31.59亿元，任职期间最佳基金回报 123.69%， 任职期间最差基金回报-20.14%。 王利刚累计任职时间5年275天，现任基金资产总规模32.81亿元，任职期间最佳基金回报27.62%， 任职 期间最差基金回报-20.14%。 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29日，腾远钴业涨5.14%，截至发稿，报72.23元/股，成交4.66亿元，换手率2.29%，总市值212.87亿 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 ...

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 ...

腾远钴业 20250922 摘要 刚果金钴出口禁令及配额制度对中资企业产生重大影响，腾远钴业积极 争取政策放宽，并调整经营策略以维护企业利益。 中国市场钴需求缺口持续存在，预计 2025 年缺口仍较大，刚果金政策 或加剧供需紧张，推动钴价上涨。 腾远钴业积极与刚果金政府沟通，争取出口配额，并与其他矿山和冶炼 厂合作，共同应对政策变化。 腾远钴业凭借技术优势、运营能力和政府关系，对未来发展持乐观态度， 寻求多种形式实现出口，确保稳定运营。 腾远钴业已按刚果金政府要求报送冶炼厂和矿山配额，具体配额情况待 政府政策落地后方可明确。 腾远钴业库存稳定，与矿山供应商关系良好，原料供应有保障，通过多 种渠道和终端企业合作，利润相对稳定。 战略配额旨在稳定或提高股价，为在当地有良好经营历史的公司提供机 会，并可能被政府用于战略储备，调节市场价格。 Q&A 根据上海有色网数据，中国 2025 年用钴量预计为 17-18 万吨，而印尼供应 4- 5 万吨，加上 8 万吨进口量，总计约 13 万吨，再加上回收量 2-3 万吨，仍存在 较大缺口。因此，未来供需紧张局面将持续，这意味着价格可能上涨。 腾远如何评估获得配额的可能性？ ...

Group 1 - The non-ferrous cobalt concept is showing strong performance across the board, while the consumption electronics sector is active, and the robotics and oil & gas sectors are experiencing declines [1][3] - The A-share Apple supply chain is active at the opening, with Luxshare Precision hitting the daily limit, and several other stocks such as GoerTek, Darui Electronics, Lens Technology, and others opening high [1] - The Hong Kong stock market opened with the Hang Seng Index down 0.32% and the Hang Seng Tech Index down 0.68%, with notable declines in Kuaishou and Anta Sports [4] Group 2 - The A-share market opened with all three major indices rising slightly, with the Shanghai Composite Index up 0.05%, the Shenzhen Component Index up 0.37%, and the ChiNext Index up 0.10% [2][3] - The People's Bank of China conducted a 240.5 billion yuan 7-day reverse repurchase operation at an interest rate of 1.40%, along with a 300 billion yuan 14-day reverse repurchase operation [5]

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 ...

9月16日，腾远钴业盘中下跌2.02%，截至10:13，报68.55元/股，成交2.46亿元，换手率2.08%，总市值 202.03亿元。 资金流向方面，主力资金净流出3964.10万元，特大单买入2331.39万元，占比9.47%，卖出3636.76万 元，占比14.77%；大单买入5591.91万元，占比22.71%，卖出8250.64万元，占比33.50%。 腾远钴业今年以来股价涨53.31%，近5个交易日跌3.51%，近20日涨11.68%，近60日涨28.54%。 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,石墨及碳素制品制造与销售,新型建筑材料制造(不含危险化学品),轻质建筑 材料制造与销售,建筑材料销售,货物进出口,技术进出口,信息咨询服务。主营业务收入构成为：钴产品 47.56%，铜产品44.39%，其他8.05%。 ...

Core Viewpoint - The company, Tengyuan Cobalt (301219.SZ), has announced a change in the use of part of its raised funds, reallocating approximately 58.8 million yuan to a new project while maintaining its overall production capacity for cobalt, nickel, manganese, and lithium carbonate [1] Group 1: Fund Allocation Changes - The company plans to change the use of 58.8 million yuan of uninvested raised funds from the original project aimed at producing 20,000 tons of cobalt and 10,000 tons of nickel to a new project for a copper and cobalt hydrometallurgical plant with an annual capacity of 30,000 tons of copper and 2,000 tons of cobalt [1] - The original plan to construct a capacity of 120,000 tons for ternary precursors has been reduced to 80,000 tons, allowing for the reallocation of funds [1] Group 2: Project Implementation - The newly allocated project will be implemented by the company's subsidiary, Hechuang New Energy Mining Co., Ltd., in Kolwezi, Lualaba Province, Democratic Republic of the Congo [1] - The new project location is specified as No. 260B, Baginen Gai Avenue, Latin Community, Manika District, Kolwezi City [1]

Group 1 - The company announced a change in the use of 588 million yuan of raised funds, reallocating it from a project to produce 120,000 tons of ternary precursor capacity to a new project for a copper and cobalt hydrometallurgical plant with a capacity of 30,000 tons of copper and 2,000 tons of cobalt [1] - The company plans to maintain its overall production capacity at 39,500 tons of cobalt, 60,000 tons of nickel, 21,800 tons of manganese, and 20,000 tons of lithium carbonate [1] - The new project will be implemented by the company's subsidiary, and the new location for the project is in the Lualaba Province of the Democratic Republic of the Congo [1] Group 2 - The company's revenue for the year 2024 is expected to be entirely from the non-ferrous metal industry, with a 100% share [2] - The current market capitalization of the company is 21.7 billion yuan [3]

Group 1 - The core viewpoint of the news is that Tengyuan Cobalt Industry has shown a significant increase in stock price and trading volume, indicating positive market sentiment towards the company [1] - As of September 12, Tengyuan Cobalt's stock price rose by 5.01% to 74.58 CNY per share, with a trading volume of 7.02 billion CNY and a turnover rate of 5.64%, resulting in a total market capitalization of 21.98 billion CNY [1] - The company, established in March 2004 and listed in March 2022, specializes in various sectors including hazardous chemicals, fertilizers, non-ferrous metal smelting, and recycling of used batteries from electric vehicles [1] Group 2 - According to data, Yinhua Fund has a significant holding in Tengyuan Cobalt, with its Yinhua Growth Mixed Fund increasing its stake by 24,000 shares in the second quarter, bringing its total holdings to 293,800 shares, which represents 5.87% of the fund's net value [2] - The Yinhua Growth Mixed Fund has a total size of 266 million CNY and has achieved a year-to-date return of 18.17%, ranking 4112 out of 8257 in its category [2] - The fund has also seen a one-year return of 51.8%, ranking 2310 out of 8057, although it has experienced a cumulative loss of 23.46% since its inception [2] Group 3 - The fund managers of Yinhua Growth Mixed Fund are Liu Hui and Wang Ligang, with Liu having a tenure of 8 years and Wang having a tenure of 5 years [3] - Liu Hui's fund has achieved a best return of 125.03% during his tenure, while Wang Ligang's fund has a best return of 28.39% [3] - Both fund managers have faced a worst return of -23.46% during their respective tenures [3]