鈷礦概念股持續活躍 華友鈷業(603799.SH)漲近5%
格隆匯11月27日丨鈷礦概念股持續活躍,華友鈷業漲近5%,合縱科技、寒鋭鈷業漲超3%,道氏技術、洛陽鉬業等紛紛上漲。消息上,嘉能可(Glencore)位於剛果民主共和國的穆塔達(Mutanda)礦已暫停運營,原因是難以獲得硫酸。硫酸是銅和鈷開採的關鍵原料。停運從週一開始,一個多月後,這一全球最大的鈷礦將進入檢修階段。嘉能可曾在8月份宣佈,將從年底起暫停該礦運營兩年。民生證券認為,鈷鋰底部確認,看好明年投資機會,預計2020年新能源汽車銷售明顯好轉。鈷在2020年將迎來供需緊平衡,鈷價中樞逐步上移。
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