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嘉能可剛果鈷礦場年底停產A股相關概念股受捧洛鉬AH急漲10%-15%交投活躍
阿思達克 08-07 11:22

內地鈷業概念股今早受捧,其中華友鈷業(603799.SH)及寒銳沽業(300618.SZ)齊漲停,分別報26.15元及52.98元人民幣。

主要從事銅、鈷、鉬、鎢、鈮及磷礦產採選的洛陽鉬業(03993.HK)A股扭三跌,股價由逾三年低位急彈至停板報3.73元人民幣,成交急增至2.83億股創四個月高;洛鉬H股也由逾兩年半低位急彈一舉重上10天、20天及50天線(2.28-2.39元),最高見2.45元,現造2.4元,急彈15%,成交激增至9,408萬股,涉資2.22億元。

據外媒報道,礦業巨擘嘉能可旗下位於剛果(金)全球最大鈷礦場Mutanda將於年底停產,有分析指目前金屬鈷價已幾乎跌無可跌,嘉能可此舉開始控量保價,有助電解沽價重越每噸25萬人民幣水平。

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