港股異動 | 港A兩市鈷礦板塊齊漲 鈷價加速上行 行業供需格局改善趨勢明確
格隆匯1月14日丨港A兩市鈷礦板塊齊漲,港股中,洛陽鉬業(3993.HK)漲逾5%;A股中,美都能源、格林美、天奇股份、道氏技術漲停,洛陽鉬業、華友鈷業漲逾4%,寒鋭鈷業漲逾3%。長江有色金屬網顯示,1號鈷均價在9日升至287000元/噸,年初以來累計上漲4%。另據生意社消息,上海炬嘉合金材料有限公司的金屬鈷報價已達到每噸30萬元。鈷價於去年9月下旬跌破30萬元的整數關口後回調,至去年12月觸底回升,如今僅用不足一個月,即再度衝擊30萬元。天風證券楊誠笑認為,展望2020年,供給預期收縮,需求迎來改善,鈷價有望再度上漲,電池行業新週期或將來臨。中信證券亦認為2020年鈷行業供需格局改善趨勢明確,鈷價有望持續反彈至30-35萬元/噸位置,較2019年抬升20%。
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