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有色鈷板塊崛起 華友鈷業(603799.SH)漲超6%
格隆匯 11-19 10:29
格隆匯11月19日丨有色鈷板塊崛起,華友鈷業大漲超6%,寒鋭鈷業漲超5%,當升科技漲超4%,道氏技術、金嶺礦業等集體上漲。據生意社數據監測顯示,10月以來,鈷市突然失去了上漲動力,國內鈷價震盪下跌,跌勢一直持續到11月中旬。但在鈷價跌聲一片中,近期鈷市的利好開始集中出現,鈷價或重新開始上漲。手機市場現階段表現仍欠佳,但5G手機表現強勁,換機潮或提前到來,長期看手機對鈷需求看漲;德國政府加大新能源汽車的補貼力度,對全球鈷市需求有較大的利好影響,拉動全球鈷價回暖上漲,帶動國內鈷價上漲;隨着12月的來臨,嘉能可停產到來,鈷市供給預期下降,供需關係或將倒轉,有供過於求轉為供不應求。多方利好刺激,鈷市上漲動力增加,鈷市或重獲“新升”。
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