港股异动 | 洛阳钼业涨近5%创新高，美银称钴价飙升抵消钴出口禁令延长的影响
7月2日，洛阳钼业盘中涨近5%，股价创新高。
消息面上，近期，刚果（金）战略矿产市场监管局发布公告，禁令决定自当日起将钴出口的临时性全面禁令再延长三个月，覆盖所有开采形式。IXM表示，该禁令使其供应商“在法律上和实际上都不可能”从刚果（金）出口钴产品，该公司无法履行合同义务。据悉，IXM由全球最大的钴生产商洛钼所有。
美银证券发表研报指，由于铜价具韧性，该行将全年铜价预测升至每吨9,557美元，相当于按年升8%。洛阳钼业持续进行科技重整，有助改善铜产量，该行原先料全年产量将按年持平，现料按年升3%至67万吨。此外，钴价飙升抵消了钴出口禁令延长的影响，预计今年氢氧化钴价将达每吨17.3万元人民币。而集团资产负债表稳固。管理得宜，有更多并购项目，加上在TFM及KFM矿区的扩张，均为集团下一步发展奠定基础。
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