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A股異動丨華友鈷業(300014.SZ)破頂 鈷系列產品報價大幅上調
格隆匯 02-03 09:52
格隆匯2月3日丨華友鈷業(300014.SZ)漲4.63%,報109.29元破頂,盛屯礦業漲2.63%。

新能源車核心材料鈷系列產品報價再度調漲,其中,鈷精礦漲2.63%報15.6美元/磅,周漲幅9.09%,月度漲幅22.35%。四氧化三鈷漲1.83%報27.75萬元/噸,月漲幅27.59%。MB鈷99.3%均價漲3.03%報19.575美元/磅,月度漲幅24.88%。

一季度新能源汽車市場呈現“淡季不淡”的特徵,臨近春節備貨,下游詢價逐漸增加。海外方面,非洲疫情再度惡化引發原料運輸的擔憂,剛果(金)新增確診人數同樣接近了6月份的高點,疫情防控升級,鈷原料產能進一步趨緊。機構預計2021年全球金屬鈷需求17萬噸,同比增長16%,今年供需將持續緊平衡。

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