腾远钴业(301219) - 赣州腾远钴业新材料股份有限公司投资者关系活动登记表

Group 1: Company Performance and Financials - As of March 31, 2024, the company has a production capacity of 20,000 tons of cobalt, 10,000 tons of nickel, 60,000 tons of copper, and other products [2] - The company plans to distribute a cash dividend of 15 CNY per 10 shares, totaling approximately 435 million CNY (before tax) for the 2023 fiscal year [2] - Cumulative dividends over the past three years are expected to exceed 1.2 billion CNY (before tax) [2] Group 2: Market Outlook - The global demand for cobalt is driven by the growth of the new energy vehicle market and advancements in consumer electronics [3] - The company maintains a positive outlook on copper prices due to increasing demand from infrastructure projects and technological advancements [3] Group 3: Operational Insights - The company’s production and operations in the Democratic Republic of Congo are stable, with no significant disruptions reported [3] - The company is leveraging its geographical advantages to enhance production efficiency and sales [3] Group 4: Future Plans - The company aims to continue its dividend policy and enhance financial stability while seeking profitable investment opportunities [2] - The company is focused on integrating resources and improving competitiveness to create value for customers [4]