力勤资源股价续刷历史新高!公司印尼湿法镍产能有望受益钴价上涨

老虎资讯综合
Sep 24

9月24日,力勤资源盘初涨近9%,股价续刷历史新高!公司印尼湿法镍产能有望受益钴价上涨。

刚果(金)政府于9月20日更新钴出口政策,2025年刚果(金)钴出口禁令延期至10月15日,2026-2027年钴出口配额仅为年产量的44%。据中信证券预计,刚果(金)出口配额政策将导致2025—2027年全球钴供应量远低于正常水平,供应短缺量分别为12.2/8.8/9.7万吨,钴价有望强势上涨。民生证券认为,刚果金政府对钴价挺价态度坚决,未来大概率实行配额制,供给收缩大势所趋,钴价中枢上移明确。公司湿法镍产能位于印尼,销量不受刚果金出口限制影响,完全受益于钴价上涨。

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