A股異動丨有色鈷概念股震盪反彈 金嶺礦業漲停
A股市場有色鈷概念股震盪反彈,其中,金嶺礦業午後漲停,騰遠鈷業、中偉股份、當升科技、寒銳鈷業、華友鈷業等跟漲。消息面上,中信證券研報表示,剛果(金)政府於2月24日宣佈決定暫停鈷出口四個月,我們測算此舉或影響剛果(金)2025年7萬噸的鈷出口量,或將帶動全球鈷市場供應在短期內轉爲短缺,推動鈷價企穩反彈。據21財經消息,截至3月10日,國內鈷(1#)平均價達22.3萬元/噸,較2月24日(不包含週末)的低點累計上漲40.25%。此次鈷價異動與剛果(金)調整出口政策密切相關,並對國內鈷酸鋰、硫酸鈷與電池回收等細分行業,以及相關上市公司的經營層面構成顯著影響。據測算,鈷價每上漲60%,理論上單臺新能源汽車三元動力電池成本將提高約1000元左右。
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