洛陽鉬業(03993.HK)料鈷需求量依然旺盛 將積極擴產
洛陽鉬業(03993.HK)(603993.SH)於投資者互動平台上表示,在三元正極材料中,鈷的作用不可或缺,雖然目前存在高鎳化趨勢,單位電池用鈷量降低,但預期隨著新能源汽車滲透率提升,鈷的總需求量依然旺盛。
該公司表示,長期而言兩種技術路徑各有優勢,預期會長期共存,低端電車中使用磷酸鐵鋰較多,三元用於高端車輛較多,三元的優勢在於儲能密度和抗低溫。洛陽鉬業認為,國內外研究機構預期鈷金屬未來幾年將處於持續性結構性短缺的局面,因此看好鈷價長期表現,而公司鈷資源全球第一,目前產量為全球第二,未來將適應全球新能源產業發展需求,積極擴產保證鈷供應鏈的穩定性。
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