A股異動 | 鈷礦股高開 中國或對鈷進行收儲 規模約2000噸
格隆匯8月20日丨鈷礦股高開,華友鈷業高開逾4%,洛陽鉬業和寒鋭鈷業高開近3%。據彭博,因自身經濟發展和戰略需求,中國擬收儲約2000噸鈷作為國家儲備。知情人士稱,收儲可能於今年晚些時候進行。中國國家糧食和物資儲備局目前還沒有明確表態。中信證券研報指出,7月,國內新能源汽車產銷同比增速轉正,下半年新能源汽車領域鈷消費預計將持續改善。同時消費電子領域鈷消費保持強勁,上半年雖然受到疫情影響,但消費電子領域鈷用量保持較高韌性,三季度進入消費電子旺季後鈷需求量料將進一步釋放,預計四季度國內鈷供應將出現短缺,刺激鈷價上行至40萬元/噸的高位。
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