Industry Revenue Breakdown:

• Battery Materials: 60%
• Electronic Components: 25%
• Other Applications: 15%

TOP 3 Markets:

• China: 45%
• USA: 30%
• Europe: 15%

Ganzhou Tengyuan Cobalt New Material Co., Ltd. generates the majority of its revenue from the production of battery materials, especially for the electric vehicle industry. The Chinese market is the largest sales market, followed by the USA and Europe. These markets benefit from the increasing demand for sustainable energy sources and the electrification of the transportation sector.

Production Location: Ganzhou, China

Ganzhou Tengyuan Cobalt New Material Co., Ltd. mainly produces its products in Ganzhou, China. The city of Ganzhou is known for its extensive resources of rare earths and metals, making it a strategic location for companies in metal and material processing. The company leverages this geographical location to efficiently access raw materials and optimize its production capacities.

Revenue Growth: Estimated 10% annually (2026)

Focus on Sustainable Production: The company is investing in environmentally friendly technologies to reduce CO2 emissions.

Expansion of Production Capacities: Ganzhou Tengyuan Cobalt New Material Co., Ltd. plans to significantly expand its production capacities in the coming years to meet the increasing demand for cobalt.

The company pursues a growth strategy that is strongly focused on sustainability and innovation. By investing in environmentally friendly production methods and expanding production capacities, Ganzhou Tengyuan positions itself as a leading provider in the cobalt industry.

Additionally, the company plans to expand its market presence internationally to benefit from the global demand for battery materials. This includes strategic partnerships and potential acquisitions to strengthen the supply chain and tap into new markets.

Main raw materials: Cobalt, Nickel, Copper
Countries of origin: Democratic Republic of Congo, Australia, Indonesia

Ganzhou Tengyuan Cobalt New Material Co., Ltd. mainly imports cobalt, nickel, and copper, which are needed for the production of battery materials and other high-tech applications. The majority of cobalt comes from the Democratic Republic of Congo, which is considered one of the largest producers worldwide. Nickel is often imported from Australia and Indonesia, as these countries have significant nickel reserves.

These raw materials are crucial for the production of lithium-ion batteries used in electric vehicles and other electronic devices. Dependence on these countries is typical for companies in the battery and electronics industry, as they are the main suppliers of these critical materials.

Market Share: Estimated at 10-15% in the global cobalt market by 2026.

Research and Development (R&D) Expenses: 5% of revenue (2025).

Ganzhou Tengyuan Cobalt New Material Co., Ltd. has gained a solid competitive advantage through its specialization in cobalt products. The company benefits from its vertical integration and control over the entire supply chain, allowing it to reduce costs and ensure the quality of its products.

Another advantage is its strategic location in China, one of the largest markets for battery materials, facilitating access to key customers and markets. Continuous investments in research and development also strengthen the company's innovation capabilities, which is crucial in an industry heavily reliant on technological advancements.

Despite these advantages, competition remains intense, especially from large international players and new market entrants. Therefore, it is crucial for Ganzhou Tengyuan to increase its efficiency and continuously expand its product range to maintain and enhance its market position.

Institutional Investor Share: 35% (estimated for 2026)
Insider Buys/Sells: No significant changes reported (2026)

The institutional investor share in Ganzhou Tengyuan Cobalt New Material Co., Ltd. is estimated to be around 35%. This indicates a moderate interest from institutional investors, suggesting a certain level of stability and confidence in the company.

Regarding insider buys or sells, no significant changes were reported for the year 2026. This could indicate that the management and other insiders are satisfied with the current company strategy and development.

Market share of Ganzhou Tengyuan Cobalt New Material Co., Ltd.: Estimated 7% (2026)

Top competitors and their market shares:

1. China Molybdenum Co., Ltd.: 15%
2. Huayou Cobalt Co., Ltd.: 12%
3. Zhejiang Huayou Cobalt Co., Ltd.: 10%
4. Jinchuan Group International Resources Co. Ltd.: 9%
5. Ganzhou Tengyuan Cobalt New Material Co., Ltd.: 7%
6. Shenzhen GEM Co., Ltd.: 6%
7. Umicore: 5%
8. Glencore: 4%
9. Sumitomo Metal Mining Co., Ltd.: 3%
10. Freeport-McMoRan Inc.: 2%

Moat of Ganzhou Tengyuan Cobalt New Material Co., Ltd.:

Ganzhou Tengyuan Cobalt New Material Co., Ltd. has established a certain moat through specialized production processes and a strong regional presence. Their advantage lies in vertical integration and the ability to efficiently process raw materials.

Compared to major competitors like China Molybdenum and Huayou Cobalt, which have a broader global presence and diversified product lines, the moat of Ganzhou Tengyuan is less pronounced. These competitors benefit from economies of scale and a stronger negotiating position in the international market.

Overall, Ganzhou Tengyuan has a solid but not dominant moat. Larger competitors tend to have a stronger competitive advantage due to their size and global reach.

Revenue Growth: 18.5% (2025) Profit Growth: 14.2% (2025) Market Share in the Cobalt Industry: 12% (2025)

Ganzhou Tengyuan Cobalt New Material Co., Ltd. achieved solid revenue growth of 18.5% in 2025, attributed to strong demand for cobalt and efficient production increases. The 14.2% profit growth indicates that the company was able to optimize its cost structure and improve profitability.

The company increased its market share in the cobalt industry to 12%, highlighting its competitiveness in a growing market segment. The rising demand for cobalt, especially from the electric mobility sector, continues to offer growth opportunities.

Analysts see positive signs for future growth in the company's strategic direction, particularly in diversification and technological innovation. Despite global economic uncertainties, the long-term outlook for Ganzhou Tengyuan Cobalt remains promising due to the increasing demand for battery materials.

Dividend payment: No current data available (2026)

Ganzhou Tengyuan Cobalt New Material Co., Ltd. is a company specializing in the production of cobalt materials. Information on dividend payments is currently not available.

Typically, companies in the commodity sector, especially those investing in growth phases, may be cautious in distributing dividends to use capital for expansions and investments.

For a more accurate assessment of the dividend policy, it would be advisable to consult the company's latest financial reports or analyst reports.