A股異動丨湖南黃金12連陽 光伏需求成為新增長極
格隆匯6月20日丨湖南黃金漲5%,報11.96元,暫錄12連陽,區間漲幅達33%,最新總市值144億元。公司主要從事金、銻、鎢等金屬的開採、選冶及相關產品的生產銷售,是全球銻礦開發龍頭企業。銻礦產能2 萬噸,精銻產能2.5 萬噸,氧化銻產能4萬噸,公司佔全球銻資源供給18%。中信建投研報稱,光伏玻璃澄清劑焦銻酸鈉有望帶動全球銻需求量大幅增加,預計光伏玻璃用銻量將由2021年1.5 萬噸增長至2025年4.9萬噸,需求佔比由11%增長至27%。預計全球銻供需開始轉向緊缺,到2025年銻供需缺口將擴大至2.4萬噸,缺口比例高達14%,礦產銻行業迎來高景氣時代。

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