Company Information
Company Profile
Cash Flow Statement
Profit & Loss
Financial Position
Financial Ratio
Industry 制造业
Company Introduction 公司主要从事钴、铜产品的研发、生产与销售，为国内领先的钴产品生产企业之一。根据中国证监会《上市公司行业分类指引（2012年修订）》，公司所属行业为“C32有色金属冶炼和压延加工业”大类；根据国家统计局《国民经济行业分类》（GB/T4754-2017），公司所属行业为“C32有色金属冶炼和压延加工业”大类中的“C3219其他常用有色金属冶炼”和“C3211铜冶炼”的两个小类。公司所从事的动力电池及3C类电池正极材料产业具有广阔的市场前景。随着公司刚果（金）海外战略的进一步深入推进、腾远本部二期13,500金属吨钴盐产品项目的达产，以及产业的进一步向下延伸，公司的行业地位和产业链优势将更加突出。随着新能源车报废浪潮的进一步临近，废旧锂离子电池回收迎来快速增长期，电池废料回收成为锂电材料产业链的焦点。公司也将进一步加快、以更多形式与产业链各个环节优秀企业，建立战略合作，完善二次资源的回收利用体系，有机融入产业生态链。公司持续优化、不断创新，突破或掌握了多样性钴资源回收利用、废旧锂电池回收技术等；目前15,000吨电池废料综合回收车间等厂房已建设完成并投产，碳酸锂、硫酸镍等新产品将在下半年实现销售。公司多个在研项目涉及锂电回收战略布局，包括电池废料优先提锂、预处理分离铜、镍回收等。项目成功后，将降低公司回收金属的成本，提升公司在锂电池废料回收领域的优势。据世界金属统计局（WBMS）公布的最新数据报告显示，2023年1-5月份，全球精炼铜产量为1084.44万吨，消费量为1108.51万吨，供应短缺24.07万吨。长远来看，因全球铜矿品位进一步下降，叠加资源限制等原因，使得铜矿稀缺性逐渐凸显，再生铜供应难形成闭环，全球加速向绿色经济转型，将带动铜需求上升。中期来看，铜供求仍存缺口，宏观环境趋向积极与产业链供求缺口叠加，铜价重心可能进一步上移。在我国碳中和的背景下，全球用电侧和发电侧的新能源化都有利于铜需求的增长，叠加新能源汽车、储能、光伏风电及配套设施的未来持续性增长，预计铜消费将持续增长。
Main Business 主要从事钴、铜产品的研发、生产与销售。
Legal Representative 罗洁
Top Executives
董事长：罗洁
董事：童高才,欧阳明,张济柳,吴阳红,谢福标
独立董事：王泰元,张守卫,赖丹
Top 5 Shareholder
Shareholder name Nature Holding Date
罗洁限售股22.43%30/09/2024
谢福标限售股+流通A股10.36%30/09/2024
厦门钨业股份有限公司流通A股9.05%30/09/2024
江西赣锋锂业集团股份有限公司流通A股6.09%30/09/2024
宁波梅山保税港区晨道投资合伙企业（有限合伙）－长江晨道（湖北）新能源产业投资合伙企业（有限合伙）流通A股5.14%30/09/2024
Company Secretary 胡常超
Solicitors 福建天衡联合律师事务所
Auditors 致同会计师事务所（特殊普通合伙）
Tel No 0797-7772088
Fax No 0797-4435778
Website www.tycogz.com
Email tengyuan@tycogz.com
Company Address
Register: 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
Office: 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
Listing Date 17/03/2022
Shares Capital
Shares Capital: 294,717,182
Total A Share: 294,717,182
Listed A Share: 167,881,126
Non-tradable A Share: 126,836,056
Other Share: 0
Total B Share: 0
Total H Share: 0
EPS(RMB)* ¥ 1.280
DPS(RMB)* ¥ 1.500
NBV Per Share(RMB)* ¥ 28.906
Market Capitalization(RMB) 7.996B
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 : Eligible Stock for SH-HK Northbound trade (For all investors/ For institutional professional investors only)
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 : Eligible Stock for SH-HK Ex-Northbound trade (sell only)
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 : Eligible Stock for SZ-HK Northbound trade (For all investors/ For institutional professional investors only)
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 : Eligible Stock for SZ-HK Ex-Northbound trade (sell only)
* Unadjusted Data
Information provided by: etnet
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