力勤资源(02245)涨超11% 机构料短期钴价将持续上涨

金吾财讯
Oct 02

金吾财讯 | 力勤资源(02245)股价发力,截至发稿,涨超11%,报25.1港元,成交额4.69亿港元。消息面上,申万宏源指出,根据海关总署数据,我国6-8月钴中间品进口量分别为1.9、1.38、0.52万吨,环比分别-61.62%、-27.26%、-62.05%。若按刚果金出口暂停7个月计算,预计25年全球钴有效供给将从28.2万吨下降34%至18.5万吨,且若后续进一步延长禁令持续时间,原料短缺风险或将加剧。该行认为,后续供给偏紧的情况下,预计短期钴价将持续上涨,且长期来看,刚果金政府对钴供给管控态度明确,钴价远期中枢也有较强支撑。

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