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鈷礦板塊大幅走高 國內鈷產品市場價格大漲
格隆匯 08-04 10:12
格隆匯8月4日丨鈷礦板塊大幅走高,寒鋭鈷業拉昇封板,華友鈷業漲超7%,當升科技、洛陽鉬業等跟漲。7月以來國內鈷產品市場價格大漲,近日呈加速上漲態勢,無錫電子盤鈷價指數7月以來累計漲幅近20%,電解鈷、硫酸鈷、氯化鈷價格累計漲幅均近10%。中信證券研報指出,7月以來剛果(金)與南非疫情對鈷生產運輸的影響再度凸顯。預計下半年國內鈷原料供應將持續緊張,極端情形下四季度國內冶煉企業可能出現斷供風險。在供應缺口和補庫剛需帶動下,鈷價有望大幅上漲,衝擊40萬元/噸高位。

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