受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我们！ （2）对账单需从第一笔买入该股票开始打印至2024年4月21日，需包含此期间内所有该股票的交易记 录，并显示在2024年4月21日收盘时的持股余额。 2024年8月5日，ST盛屯（曾用名：盛屯矿业（维权））发布公告称，公司收到中国证券监督管理委员 会厦门监管局出具的《行政处罚决定书》（[2024]3号）。经查明，ST盛屯存在以下违法事实：公司在 2021年12月至2023年上半年期间，与有关客户开展钴湿法冶炼中间品销售业务时，存在货物交付给相关 客户时控制权并未实质转移而确认收入等行为，导致相关定期财务报告存在虚假记载。 初步索赔范围：在2022年4月26日至2024年4月21日期间买入ST盛屯（600711）股票，并在2024年4 月21日收盘时仍持有该股票的受损投资者。（最终以法院裁决为准）（盛屯矿业维权入口） 索赔材料准备： 一、买卖ST盛屯（600711）股票的对账单原件 （1）对账单原件 ...

受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我们！ 一、索赔仍在征集中 上海沪紫律师事务所刘鹏律师代理的维权案件已递交至法院立案。2024年8月5日，盛屯矿业（维权）收 到中国证监会厦门监管局出具的《行政处罚决定书》，公司因此被处以300万元罚款。（刘鹏律师专 栏） 根据证监会调查结果，盛屯矿业2021年12月至2023年上半年在与有关客户开展钴湿法冶炼中间品销售业 务中，存在货物交付给相关客户时控制权并未实质转移而确认收入等行为。 这一行为导致公司多年财务数据失实：2021年年报：多计营业收入3.59亿元，多计利润总额1.94亿元； 2022年年报：多计营业收入8414.9万元，少计利润总额1.39亿元；2023年半年报：少计营业收入7818.8 万元，少计利润总额2295.7万元。 二、股民维权要求 依据相关法律法规，目前符合于2022年4月26日-2024年4月21日期间买入，并在2024年4月22日之后卖出 或仍持有而亏损的投资者还可维权。 ...

Core Viewpoint - The Congolese government has extended the cobalt export ban until October 15, 2025, and implemented an export quota system for 2026-2027, limiting exports to 44% of annual production, indicating a strong intention to control global cobalt prices [1][4][6] Group 1: Export Policy Changes - The Congolese government announced the extension of the cobalt export ban and the introduction of an export quota system, which aligns with market expectations [2] - The export quota will not apply to companies with less than 100 tons of cobalt exports in 2024, those without active mining operations for five years, and companies with depleted cobalt reserves [2][3] Group 2: Cobalt Export Quota Details - The export quota for October 16 to December 31, 2025, is set at 18,125 tons, with specific monthly allocations [3] - For 2026, the total export quota is 96,600 tons, which includes a baseline quota of 87,000 tons and a strategic quota of 9,600 tons, managed by ARECOMS [3] - The 2027 export quota will remain the same as 2026, but ARECOMS reserves the right to adjust it based on market conditions [3] Group 3: Supply and Demand Outlook - The new export quota policy is expected to lead to a significant decline in global cobalt supply, with shortages projected at 12.2, 8.8, and 9.7 million tons for 2025-2027 [4][5] - Global cobalt demand is anticipated to grow, with expected demand of 25.7 million tons in 2025 and 27.5 million tons in 2026, indicating a persistent supply shortage [5] Group 4: Government's Strategic Intent - The consistency of the Congolese government's cobalt policies reflects its commitment to controlling global cobalt prices and managing supply effectively [6] - The government is expected to adjust supply flexibly to stabilize cobalt prices, marking a new phase in the global cobalt industry [6]

近日，齐鲁晚报·齐鲁壹点记者从清远海关行政处罚公示获悉，广东佳纳能源科技有限公司在经营保税货物的加工业务中，未经海关许可，将部分进口保税 料件存放于非海关备案场所。 上述行为未按海关规定办理手续，罚款10万元。 中华人民共和国清远海关 行政处罚决定书 清关缉违字〔2025〕12号 当事人:广东佳纳能源科技有限公司,法定代表人:刘鑫 炉,统一社会信用代码:914418007545493583 地 址:英德市青塘镇 经我关调查,当事人有以下违法行为:2024年8月8日 至2024年10月15日间,当事人在经营保税货物的加工业务 中,未经海关许可,将部分进口保税料件存放于韶关市翁 源县官渡镇行政中心区的临时租赁仓库,该仓库非海关备 案场所,涉及保税料件钴湿法冶炼中间品396包,重量 259.74吨,案发后,当事人把涉案货物运回公司存放。据 此,认定当事人经营保税货物的储存,未按海关规定办理 手续,涉案货物价值人民币982.247013万元。 广东佳纳能源科技有限公司，坐落于广东省清远英德市青塘镇，成立于2003年10月，是芜湖佳纳能源科技有限公司控股子公司。芜湖佳纳能源科技有限公司 为广东道氏技术股份有限公司（30 ...

Summary of Cobalt Industry Conference Call Industry Overview - The cobalt industry is significantly impacted by the Democratic Republic of the Congo (DRC), which holds 55% of global cobalt reserves and accounts for 76% of global production [3][12] - The DRC's export ban on cobalt has led to substantial price increases, with MB cobalt prices rising by 58%, intermediate cobalt products by 91%, and domestic metal cobalt by 47% since the ban was implemented [2][12] Key Points and Arguments - The DRC's export ban, initiated on February 24, 2025, aims to address oversupply issues in the global cobalt market [2] - The ban's impact is evident, with a significant drop in imports to China from the DRC, with cobalt wet-process intermediate imports decreasing by 42% year-on-year and 61% month-on-month in June [10] - Indonesia's cobalt production, which constitutes only 10% of global supply, is insufficient to fill the gap left by the DRC's export restrictions, despite a 40% increase in nickel wet-process intermediate production [6] - Domestic demand for cobalt in China has seen a 3% decline in ternary precursor production, with the battery sector representing the largest share of demand at 47% [7] Future Policy Directions - The DRC government is likely to extend or adjust the export ban to stabilize market conditions, with a decision expected by September 21, 2025 [9][12] - The DRC's strategy includes controlling supply to maintain higher price levels and enhance its international influence [12] Market Predictions - The global cobalt market is projected to shift from oversupply to a shortage by 2025 if the DRC maintains its export restrictions [13] - Current market predictions for cobalt quotas are around 70%, indicating a potential tightening of supply [15] Price Trends - Cobalt prices are expected to rise due to the DRC's clear intent to increase prices, with market indicators already reflecting upward trends [17] - Domestic cobalt prices have shown stability, but the tightening supply is anticipated to lead to price increases in the near future [16] Investment Recommendations - Companies in Indonesia with wet-process nickel-cobalt refining capabilities, such as Huayou Cobalt and Liqin Resources, are recommended as they are less affected by DRC policies [18] - Companies with cobalt mining or refining capabilities in the DRC, such as Luoyang Mining, Tengyuan Cobalt, and Hanrui Cobalt, are also recommended due to their potential for profit growth post-policy adjustments [19] Additional Insights - The DRC's export ban has led to a significant reduction in cobalt inventories in China, indicating a shift towards a tighter supply environment [10][11] - The DRC's control over cobalt supply positions it as a critical player in the global market, with its policies directly influencing prices and availability [12]