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小金屬板塊大幅走高 有色鎳、鈷漲勢強勁
格隆匯7月23日丨小金屬板塊大幅走高,有色鎳、鈷漲勢強勁,合縱科技、中色股份、盛屯礦業、格林美等多股漲停,寒鋭鈷業大漲超11%。全球礦業巨頭必和必拓昨日宣佈,與特斯拉簽署鎳供應協議,必和必拓旗下的西部鎳業將為特斯拉提供作為電池製造原料的鎳。必和必拓方面預計,電池製造對鎳的需求將在未來十年增長五倍以上,主要用於支持日益增長的電動汽車市場。據上海有色網數據,今年上半年國內三元前驅體對鎳需求量達到9.67萬噸,同比增長153%。

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