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港股異動丨洛陽鉬業(03993.HK)高開約4% 聯手寧德時代開發世界級銅鈷礦
格隆匯 04-12 09:24
格隆匯4月12日丨洛陽鉬業(03993.HK)高開約4%,報5.35港元;洛陽鉬業(603993.SH)競價階段亦漲逾7%。洛陽鉬業4月11日晚披露,與寧德時代就新能源金屬達成全方位戰略合作。同時,寧德時代將通過其控股公司入股洛陽鉬業在剛果(金)的Kisanfu銅鈷礦項目,共同開發這一大型銅鈷礦。對於兩家公司而言,這將是一次雙贏的合作。銅鈷已成洛陽鉬業主要產品,通過此次合作,洛陽鉬業將提前鎖定長期客户。寧德時代作為出貨量長期排名全球第一的動力電池生產商,去年就已宣佈要加強產業鏈延伸,明確提出要涉及上游的礦產。此次合作意味着寧德時代的戰略規劃已在逐步實施。

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