Under the current background of "double control of energy consumption", the supply of "cobalt" is far from meeting the long-term strong demand of middle and lower reaches enterprises, and the price of "cobalt" is expected to continue to rise. The following listed companies deserve attention:
Han Rui Cobalt Industry (3006 18)
The company is mainly engaged in the research, development, production and sales of cobalt powder, other cobalt products and copper products, and has strong independent research and innovation ability and independent international brands. With cobalt products as the core and copper products as the supplement, the company has formed a complete industrial process from the development and acquisition of cobalt ore, to the processing and smelting of cobalt ore, and then to the intermediate products of cobalt and cobalt powder. It is one of the few enterprises in China with a complete industrial chain of non-ferrous metal cobalt.
The main products of the company are cobalt powder, cobalt hydroxide and electrolytic copper. Cobalt powder is an important raw material for superalloys, cemented carbides, diamond tools, anticorrosion materials and magnetic materials. Widely used in aviation, aerospace, electronic appliances, machinery manufacturing, automobiles, ceramics and other fields. The company's cobalt powder products enjoy a good reputation in domestic and foreign markets, and the company has become one of the main suppliers of cobalt powder products in China and even in the world. Cobalt hydroxide is the raw material for producing cobalt salt and cobalt powder, and it is also the basic raw material for new energy power batteries containing cobalt. The company's cobalt hydroxide products are unique in the market and have won wide recognition for their excellent quality.
Huayou Cobalt Industry (603799)
The company is mainly engaged in R&D and manufacturing of new energy lithium battery materials and new cobalt materials. Is a high-tech enterprise with an integrated industrial chain from cobalt and nickel resource development to lithium battery material manufacturing, and is committed to developing low-carbon and environmentally-friendly new energy lithium battery materials.
The company mainly produces cobalt products such as cobalt tetroxide, cobalt hydroxide and cobalt sulfate, and copper products such as electrodeposited copper and crude copper. After more than ten years of development and accumulation, the company has completed the spatial layout of its headquarters in Tongxiang, its resources overseas, its manufacturing base in China and its market in the world, forming an industrial pattern of integrated and coordinated development of three business sectors: resources, nonferrous metals and new energy. The three business segments form a vertically integrated industrial chain within the company. At the same time, the company is also laying out the recycling business, making every effort to build an industrial ecology of new energy lithium batteries from cobalt and nickel resource development, green smelting and processing, ternary precursor and cathode material manufacturing to resource recycling.