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洛陽鉬業AH齊漲 疫情擾動 鈷價有望超預期
格隆匯11月30日丨洛陽鉬業(03993.HK)逆勢漲近5%,洛陽鉬業(603993.SH)則漲2.6%。早前,世衞組織將南非率先報吿的新冠變異病毒列為“值得關切” 變異株,命名為Omicron,稱它可能增加再感染風險。已有部分國家對往返南非及其鄰國的旅行實施限制。變異毒株擾動之下,鈷礦供應可能不及預期。全球鈷產業鏈高度依賴於剛果(金)的鈷礦供應。剛果(金)鈷資源儲量約佔全球的50%,產量約佔全球的70%。上週鈷價延續上漲,持續突破年內高點。上週國內電解鈷價收報42.35萬元/噸,周內上漲2.4%。作為鈷礦龍頭,洛陽鉬業將充分受益。

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