Express News | Non-ferrous metals – cobalt stocks rebounded, with Hanrui Cobalt surging over 10%.
Express News | Non-ferrous metals—cobalt-related stocks rose early in the session, with Tengyuan Cobalt gaining over 10%.
Extreme Weather Disrupts Copper Markets, with Floods and Droughts Striking Simultaneously | On-the-Ground Investigation into the El Niño 'Epicenter'
① El Niño may impact key copper-producing regions in parts of Africa and South America; ② Relevant A-share copper mining companies have already developed contingency plans; ③ The event is expected to persist at least until next spring.
Tengyuan Cobalt Industry (301219.SZ): Plans to invest in the construction of the Lufula Hydropower Station project in the Democratic Republic of the Congo
Gelonghui, July 10 — Tengyuan Cobalt (301219.SZ) announced that, in order to further secure a stable power supply for its subsidiary in the Democratic Republic of Congo (DRC), reduce electricity costs, and enhance production continuity and cost controllability, the company’s wholly owned subsidiary, Tengyuan New Materials (Hong Kong) Investment Holding Co., Ltd. ("Hong Kong Tengyuan"), plans to collaborate with Jin Chengjian Co., Ltd. ("Jin Chengjian") to jointly invest in the development of the Lufula Hydropower Station project in the DRC. This investment will be implemented through an equity capital increase by the company’s wholly owned subsidiary into a holding platform company established by the partner.
Express News | Luo Jie, Chairman of Tengyuan Cobalt: The competition in the AI industry is not only about computing power, but also about critical minerals and advanced new materials.
Shenwan Hongyuan: The upward cycle in non-ferrous metals remains intact, and the sector's favorable trend is expected to continue.
Indium phosphide substrates, currently a key raw material for optical modules, exhibit high demand certainty, making the future outlook for indium prices— as an upstream raw material—promising.
Tengyuan Cobalt Industry (301219.SZ): Persons acting in concert with the actual controller and certain senior management intend to reduce their shareholdings.
Gelonghui, May 29 — Tengyuan Cobalt (301219.SZ) announced: 1. Ms. Luo Shulan, a director and vice general manager of the company and a party acting in concert with the company’s actual controller, who holds 351,000 shares of Ganzhou Tengyuan Cobalt New Materials Co., Ltd. (representing 0.12% of the company’s total share capital), plans to reduce her holdings by no more than 87,750 shares (i.e., no more than 0.03% of the company’s current total share capital) through centralized bidding transactions within three months starting from the 15th trading day following the disclosure of this announcement. 2. The company shareholder holding 351,000 shares of the company (representing 0.12% of the company’s total share capital)
Tengyuan Cobalt Industry reaches a record high.
On May 8, Gelonghui reported that Tengyuan Cobalt Industry (301219.SZ) rose by 3.37%, closing at 92.560 yuan per share, hitting a record high. The company's total market capitalization reached 27.279 billion yuan.
Tengyuan Cobalt Industry (301219) 2025 Annual Report and 2026 Q1 Earnings Commentary: Q1 2026 Performance Exceeds Expectations; Anticipation for New Capacity Release
Event: The company released its annual report for 2025 and the first quarter report for 2026. 1) Performance: In 2025, the company achieved revenue of 8.34 billion yuan, representing a year-on-year increase of 27.5%, and net profit attributable to shareholders of 1.11 billion yuan, reflecting a year-on-year growth of 62.1%.
Tengyuan Cobalt Industry's revenue reached 8.34 billion yuan in 2025, with a net profit attributable to shareholders of 1.11 billion yuan, representing a year-on-year increase of 62.11%.
Operating cash flow surged 371.44% year-on-year, with R&D investment intensity rising to 2.23%.
Tengyuan Cobalt Industry: First Quarter Report for 2026
Tengyuan Cobalt Industry: Summary of the 2025 Annual Report
Tengyuan Cobalt Industry: 2025 Annual Report
Express News | Selected Highlights of Key Earnings Announcements from A-Share Listed Companies After Market Close
The upcoming International Battery Technology Exchange Conference reflects the sustained vibrancy of the industry chain, with these companies frequently receiving institutional research.
The 18th Shenzhen International Battery Technology Exchange will be held in Shenzhen from May 13 to 15.
Express News | The lithium battery sector remains highly active, with Shida Shenghua's stock surging for the second time in three days.
Tengyuan Cobalt Industry (301219.SZ): Estimated net profit growth for the first quarter is 308.22%-351.95% year-over-year.
Gelonghui, April 13th: Tengyuan Cobalt Industry (301219.SZ) announced that the estimated net profit attributable to shareholders of the listed company for the first quarter is between RMB 504 million and RMB 558 million, representing a year-on-year increase of 308.22%-351.95%. The net profit excluding non-recurring gains and losses is between RMB 489 million and RMB 540 million, representing a year-on-year increase of 328.44%-373.13%. During the reporting period, the company achieved robust growth in performance. The main reasons are as follows: firstly, the company's operations were stable, having established a diversified raw material procurement system with strong raw material supply assurance capabilities, especially in secondary resources or...
Net profit increases up to 323% year-on-year! A 50 billion CPO concept stock releases Q1 earnings forecast | Post-market announcements.
Guosheng Technology: Termination of the Acquisition of 100% Equity in Fuyue Technology
Tengyuan Cobalt: 2026 First-Quarter Performance Forecast of Ganzhou Tengyuan Cobalt New Materials Co., Ltd.
Tengyuan Cobalt: 2025 Annual Performance Flash Report of Ganzhou Tengyuan Cobalt New Materials Co., Ltd.