有色鈷板塊拉昇走高 電池用鈷需求將繼續推動鈷市場發展
格隆匯11月5日丨有色鈷板塊午後拉昇走高,當升科技漲超8%,華友鈷業、格林美漲超4%,寒鋭鈷業、合縱科技等跟漲。國務院辦公廳近日印發《新能源汽車產業發展規劃(2021—2035年)》,推動動力電池全價值鏈發展,鼓勵企業提高鋰、鎳、鈷、鉑等關鍵資源保障能力。國際鈷協會會長亞當·麥卡錫在2020年中國國際鎳鈷工業年會上表示,鈷不僅是電池材料領域的一種關鍵原材料,它在從高温合金到催化劑的綠色革命中也至關重要。電池用鈷的需求將在未來幾年推動市場的發展。

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