A股異動 | 鎳概念股大漲 滬鎳漲停再創新高 新能源帶來增量預期
格隆匯1月20日丨鎳概念股大漲,興業礦業漲停,青島中程漲8.5%,盛達資源漲逾5%。滬鎳主力合約漲停,漲幅7.99%,報176280元/噸再創歷史新高。基本面上看,LME鎳庫存自2021年4月開始一直維持去庫態勢,且去庫過程流暢未經歷過反彈,截至目前lme鎳庫存已不足10萬噸,同比降幅超60%,而國內社會庫存同樣維持去庫,截至1月14日國內社會庫存為9161噸,再度刷新近五年庫存新低,同比去年降幅近60%。從需求來看,鎳在新能源汽車動力電池領域增長還會保持較快的增長,因為2022年新能源汽車的滲透率還會進一步提升。


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