光伏金屬銻礦龍頭——湖南黃金(002155.SZ)連續第二日漲停
格隆匯9月10日丨湖南黃金(002155.SZ)連續第二日漲停,報16.3元,股價創2015年以來新高,市值196億元。公司是光伏金屬銻礦龍頭,2020年公司銻品產量為34,967噸,2021年上半年為18,872噸,佔全國總產量的20%。銻廣泛應用於於阻燃劑、蓄電池及金屬合金、化學制品等領域。其中阻燃材料佔比55%左右,鉛酸電池佔比15%左右,聚酯催化佔比15%左右,玻璃陶瓷佔比10%左右,而光伏玻璃有望成新的增長點,2025年預計需求佔比將提高至21.33%。中泰證券此前研報稱,湖南黃金是國內少數擁有銻礦的企業,隨着光伏高增需求拉動,未來銻行業的供需格局緊缺,銻將進入持續高景氣週期。

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