港股异动|钴价底部回升未来存上升空间洛阳钼业AH股齐涨
格隆汇8月7日丨洛阳钼业AH股今日大幅走高,洛阳钼业H股涨13.88%,报2.38港元,暂成交1.39亿港元,最新总市值511.9亿港元。A股直接涨停。今年4月至今,国内钴价下滑近七成,接近开采成本,自7月中旬开始止跌回升。行业人士及分析师表示,目前金属钴价格已几乎跌无可跌。随着下游市场转暖及国际供应形势趋紧,钴价未来存在上升空间。申万宏源表示,钴价格底部区域关注洛阳钼业的长期配置价值,短期钴价格反弹可关注高弹性标的寒锐钴业等。此前,全球第一大钴矿场Mutanda暂停生产。金融概念股金川国际涨5%,五矿资源涨3%。
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