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華友鈷業(603799.SH)漲超5%創5個月新高 近2個月股價已翻倍
格隆匯 01-14 14:32
格隆匯1月14日丨近期走勢強勁的華友鈷業(603799.SH)今日繼續上漲,現報49.05元,漲5.12%,股價創5個月新高,暫成交26.92億元,最新總市值529億元。該股自2019年11月初上漲至今,股價從不到25元上漲至目前的50元,2個月內股價已翻倍。華友鈷業是一家專注於鈷、銅有色金屬冶煉及鈷新材料產品深加工的高新技術企業,產品主要用於鋰離子電池正極材料、航空航天高温合金、硬質合金、色釉料、磁性材料、橡膠粘合劑和石化催化劑等領域。從2018年年報來看,公司鈷產品營收佔總營收的比例為66.29%。據生意社數據,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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