21世纪经济报道记者董鹏成都报道 6月28日,全球最大的钴生产商洛阳钼业(603993.SH),股价创出近半年来新高。 而除了二级市场的因素以外,上半年钴行业基本面也出现了明显变化。继今年2月禁止钴出口四个月后,近期刚果(金)政府再次宣布将出口禁令延期三个月,并表示在9月22日会公布一个新的决定,也许会包括出口配额。 刚果(金)又掌握着全球70%以上的供给,供给端的“速冻”直接导致了行业供需...
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