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鈷礦板塊再度走強 中信稱鈷價本輪“跨年行情”或超預期
格隆匯 01-04 13:20
格隆匯1月4日丨鈷礦板塊持續大漲,格林美漲停,華友鈷業逼近漲停,寒鋭鈷業大漲超7%,洛陽鉬業、當升科技、盛屯礦業等跟漲。中信證券近日發佈研報稱,鈷原料價格上漲將向下遊傳導引發鈷產品漲價;受益於供應端擾動和消費端可見度提升,本輪“跨年行情”或超預期。鈷價有望反彈至32-35萬元/噸,且在下游需求持續走強的拉動下,價格上漲有望超預期。建議佈局具備鈷資源優勢和長週期成長邏輯的洛陽鉬業以及鈷價的彈性標的寒鋭鈷業。

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