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鈷礦板塊大漲 寒鋭鈷業(300618.SZ)大漲超10%
格隆匯 01-07 10:01
格隆匯1月7日丨鈷礦板塊大漲,寒鋭鈷業大漲超10%,洛陽鉬業漲超9%,盛屯礦業、華友鈷業漲超5%,格林美、廈門鎢業、當升科技等跟漲。鈷鹽下游需求較好,市場貨源偏緊。下游三元前驅體市場需求較好,春節備貨行為高漲,硫酸鈷頭部大廠行情供不應求,廠家庫存較少,現貨市場貨源偏緊,預計短期內硫酸鈷報價依舊強勢,市場成交價或將逐步提高。銀河證券1月5日研報稱,當前宏觀環境依然為順週期板塊提供支撐,新能源汽車產業鏈上游鈷鋰原材料漲價至少延續至春節。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。

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