6 月中国钴湿法冶炼中间品进口量大幅下降。据SMM,6 月中国钴湿法冶炼中间品进口量为18991 吨,环比5 月大幅下降61%。25 年1-5 月月均进口量为49073 吨,6 月进口量较其亦已显著降低。考虑刚果金至中国的陆运时间和船期,我们认为刚果金2 月底开始执行的钴产品出口禁令已经开始影响中国钴供应链。刚果金的原料退出将持续影响下半年的钴行业供应。由于刚果金政府分别在2 月底、6 月底宣布...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.