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A股異動丨鈷概念股拉昇 第三季度採購旺季漸近 鈷價達36萬元/噸
格隆匯6月25日丨鈷概念股拉昇,華友鈷業大漲7.63%領漲,道氏技術漲5.4%,寒鋭鈷業漲逾4%。長江有色金屬網數據顯示,今日鈷均價為36萬元/噸,較昨日上漲3000元/噸,創下4月中旬以來的新高。中信證券敖翀表示,海外鈷價連續上漲,主因夏休備貨影響,國內鈷價採購仍處於低迷態勢。隨着三季度消費旺季漸近,鈷價上行動力漸強。此外,龍頭企業有望憑藉融資便利以及規模更大的產能擴張計劃,在後續競爭中擴大領先優勢。

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