节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
寒锐钴业在业绩说明会中表示，公司是全球主要的钴粉供应商，全球市场占有率排名前三，目前正稳步提升高端硬质合金和电池领域的产品占比，客户认可度持续增强。钴盐毛利率已在持续改善中，后续随着市场回暖、产能释放及产品结构升级，盈利能力将逐步修复。
目前公司盈利稳步提升，铜业务筑牢营收基本盘，钴业务随行情回暖利润弹性显著，印尼镍新项目将成为后续核心增长动力，整体盈利结构持续优化。
公司核心优势明显，深耕钴...形成铜钴镍协同发展格局，紧跟新能源产业大势成长空间充足。
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