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Huayou Cobalt's 2025 revenue increased by 33% year-on-year, with the rebound in cobalt prices boosting net profit by 47%, reaching a historic high | Financial Report Highlights

Huayou Cobalt's 2025 revenue increased by 33% year-on-year, with the rebound in cobalt prices boosting net profit by 47%, reaching a historic high | Financial Report Highlights

Driven by the recovery of cobalt prices and the expanding demand for new energy, Huayou Cobalt has delivered its best performance since going public. Huayou Cobalt released its 2025 annual report, stating that during the reporting period, the company achieved operating income of 81.019 billion yuan, a year-on-year increase
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Consensus is far behind reality! Morgan Stanley: The two mechanical hard drive giants are underestimated, supply shortage may last until 2029, gross margins expected to enter the mid-to-high 50% range.

Consensus is far behind reality! Morgan Stanley: The two mechanical hard drive giants are underestimated, supply shortage may last until 2029, gross margins expected to enter the mid-to-high 50% range.

Wall Street's consensus is once again seriously lagging behind reality. According to Chase Wind Trading Desk, Morgan Stanley's latest channel research shows that demand and pricing in the hard disk drive (HDD) market are experiencing unprecedented strengthening, and supply shortages are expected to last until calendar
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