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A股異動丨鈷業股大漲 鈷價有望重回30萬元/噸
格隆匯 07-28 09:36
格隆匯7月28日丨鈷業股大漲,興業礦業漲停,寒鋭鈷業大漲近7%,華友鈷業4.6%。中信證券認為,剛果(金)疫情不確定性增加,鈷上游供應擾動加劇。若剛果(金)疫情後續未能得到有效遏制,預計將造成2020年全球鈷行業出現實質性短缺,國內鈷冶煉企業也將面臨原料斷供的風險,看好鈷價重回30萬元/噸。興業證券金屬與新材料行業首席邱祖學最新觀點認為,當前鈷價總體是處於一個底部的空間,從基本面來看的話,今年國外的價格是14-20美元/磅,國內價格在20~30萬這個區間,從目前來看,價格應該要往上走,因為現在供應端會有一些影響。 邱祖學認為,海外公共衞生事件對供給端影響將延續到9月份,產業鏈需求回暖後會看到產業鏈補庫存的行為。

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