钴:具有战略意义的电池金属,关注本轮供给主导的价格上行钴以高熔点、磁性及独特催化性能著称。中国大部分精炼钴产量原料来自从刚果(金)进口的钴中间品和印尼进口的MHP,小部分来自回收钴。2017 年以来,钴价共经历3 轮涨跌周期,2025 年2 月,刚果金宣布将暂停钴出口4 个月,出口禁令于2 月22 日正式生效,6 月下旬延长3 个月,钴价开启了新一轮的上涨。供给:钴矿产储量分布集中,国内进口钴...
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