港股異動 | 洛陽鉬業漲超 5% 天風證券預計未來 5 年鈷處於緊平衡狀態

智通財經
2021.07.09 03:35
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洛陽鉬業早盤再漲超 5%，截至發稿，漲 5.08%，報 5.59 港元，成交額 2.05 億港元。

智通財經 APP 獲悉，洛陽鉬業 (03993) 早盤再漲超 5%，截至發稿，漲 5.08%，報 5.59 港元，成交額 2.05 億港元。

天風證券最新研報指出，隨着新能源汽車需求的持續放量，預計未來 5 年全球鈷行業始終處於緊平衡狀態，鈷價格中樞或將持續上行。中信證券此前發佈研報稱，海外電解鈷價格上漲對國內鈷產品價格拉動作用預計持續，鈷價有望保持上漲。三季度消費旺季來臨，加上下游正極材料企業擴產備庫，鋰鈷價格上漲預期強化，前一階段低迷的碳酸鋰價格有望重回漲勢，市場對鈷板塊的關注度預計提升。

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