A股異動丨鎳概念股走強 電解鎳社會庫存連續8周降低
格隆匯12月18日丨鎳概念股走強,盛屯礦業大漲7.59%領漲,青島中程漲6.4%緊隨其後。LG化學計劃在未來一年向特斯拉供應其超高鎳NCMA電池,後者正極材料中的鎳含量已提高到90%,而鈷含量已降低至5%以下,一次充電可以提供至少600公里的續航里程,高於目前市面上常見的500公里。從統計數據來看,國內電解鎳社會庫存連續8周降低,滬鎳期貨主力合約上週瘋漲數日,現仍維持在近一年高位,報131200元/噸。

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