銅鈷價迎支撐 金川國際(2362.HK)大漲超14%
格隆匯11月23日丨港股有色板塊集體大漲,其中,國際領先的銅鈷礦公司金川國際(2362.HK)一度大漲14.08%至0.81港元,創今年9月以來新高,市值102億港元。銅價受疫情影響今年3月份跌至2017年以來低位後,隨着疫情的日漸明朗,復工復產的推進,需求慢慢恢復,同時國外疫情嚴峻導致大型礦山頻繁停工影響供應,支撐銅價逐步上升。格隆匯平台近日推出深度分析文章《新能源汽車發展提速預期確立,金川國際(2362.HK)看漲邏輯何在?》指出,公司業績呈現改善跡象,且股價已經歷觸底回升,表明此前因疫情導致的業績利空已充分釋放,並已Price in。在宏觀向好背景下,需求拉動及供需關係轉換,是推動銅鈷價上漲的直接動力。今年三季度以來,鈷價係數持續上漲,銅價也實現明顯反彈。而最新出爐的新能源汽車產業規劃,可能對銅價震盪格局形成支撐。詳情可點擊下列鏈接瞭解。

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