力勤资源早盘涨超10% 机构指受益于钴价上涨公司成长性显著

新浪港股
Oct 13, 2025
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  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。

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