A股異動丨鈷概念股續漲 嘉能可下調鈷產量指引
格隆匯12月5日丨鈷概念股續漲,其中華友鈷業(603799.SH)和寒鋭鈷業(300618.SZ)均漲約3%。嘉能可最新公佈未來3年產量計劃:2020-2022年鈷產量分別為2.9萬、3.2萬、3.2萬噸,年均產量下滑約1.1萬至1.4萬噸。由於難以獲得硫酸的原因,嘉能可位於剛果民主共和國的Mutanda礦山已經暫停運營,停產於11月25日生效。該礦2018年產量約2.7萬噸,全球產量佔比約20%。此前嘉能可透露,該項目從年底將礦山暫停兩年,此次發佈的產量計劃表明,2022年礦山仍難以復產。另一方面,寶馬、大眾等車企加快新能源汽車產能投放,特斯拉上海工廠產能釋放,智能手機等數碼類產品的銷量提升,都將提升對三元材料、鈷酸鋰等含鈷原料的需求。工信部也在日前發佈了新能源汽車產業發展規劃(2021-2035年)(徵求意見稿),提升2025年新能源汽車銷量比例目標至25%。
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