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華寶證券:鎢價或將迎來新起點
格隆匯 09-26 13:17
華寶證券認為,後續關注金價上漲、鎢價反彈行情及鈷價上行。隨着全球多個國家進入寬鬆的環境下,金價上漲將持續。當前鎢行業面臨“價格低、盈利底、庫存底”,隨着需求端的持續好轉,以及產業鏈恢復性補庫,鎢價開始反彈,泛亞庫存司法拍賣的超預期完成,鎢價或將迎來新起點。此前鈷價供給過剩的基本面將出現逆轉,預計供需格局由供過於求轉為供應短缺超過2萬噸,鈷價有望較此前顯著上漲。
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