國內鈷價出現小幅上漲 新能源車下鄉提振下游需求
據《生意社》數據顯示,7月15日國內鈷價每噸報25.07萬元人民幣(下同),較月初上漲2.87%。同日,工信部等聯合發布開展新能源汽車下鄉活動的通知,將於今年7月至12月實施。
據《上海證券報》引述業內人士表示,國內鈷市回暖主要受到新能源汽車市場需求復蘇提振。隨著疫情影響減弱,消費電子和動力電池領域的鈷用量將恢復增長。華友鈷業是中國最大的鈷產品供應商,擁有3.9萬金屬噸的鈷鹽產能,佔全國總供給28.6%;寒銳鈷業形成了完整的鈷產業流程。
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