力勤资源(02245)早盘股价上涨10.40%,现报27.38港元,成交额1.51亿港元。
民生证券此前指出,镍价处于周期底部,成本支撑明确。全球第一大钴原料供应国禁止钴出口7个月,9月22号到期后存在继续延长禁令可能,国内原料短缺加剧,长期来看,刚果金政府挺价态度坚决,未来大概率实行配额制,供给收缩或为大概率事件,钴价中枢上移明确。公司湿法镍产能位于印尼,销量不受刚果金出口限制影响,完全受益于钴价上涨。叠加新增产能释放及成本优势,公司成长性显著。
责任编辑:卢昱君
力勤资源(02245)早盘股价上涨10.40%,现报27.38港元,成交额1.51亿港元。
民生证券此前指出,镍价处于周期底部,成本支撑明确。全球第一大钴原料供应国禁止钴出口7个月,9月22号到期后存在继续延长禁令可能,国内原料短缺加剧,长期来看,刚果金政府挺价态度坚决,未来大概率实行配额制,供给收缩或为大概率事件,钴价中枢上移明确。公司湿法镍产能位于印尼,销量不受刚果金出口限制影响,完全受益于钴价上涨。叠加新增产能释放及成本优势,公司成长性显著。
责任编辑:卢昱君
Disclaimer: 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.