A股异动丨有色钴概念股震荡反弹 金岭矿业涨停
A股市场有色钴概念股震荡反弹,其中,金岭矿业午后涨停,腾远钴业、中伟股份、当升科技、寒锐钴业、华友钴业等跟涨。消息面上,中信证券研报表示,刚果(金)政府于2月24日宣布决定暂停钴出口四个月,我们测算此举或影响刚果(金)2025年7万吨的钴出口量,或将带动全球钴市场供应在短期内转为短缺,推动钴价企稳反弹。据21财经消息,截至3月10日,国内钴(1#)平均价达22.3万元/吨,较2月24日(不包含周末)的低点累计上涨40.25%。此次钴价异动与刚果(金)调整出口政策密切相关,并对国内钴酸锂、硫酸钴与电池回收等细分行业,以及相关上市公司的经营层面构成显著影响。据测算,钴价每上涨60%,理论上单台新能源汽车三元动力电池成本将提高约1000元左右。
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