谁是钴业又一轮爆发的最大赢家?

市值观察
Oct 21

2025年以来,有色金属狂飙90%,超越一众科技板块,成为A股涨幅王。其中,钴金属更是翻倍有余,成为最强分支主线之一。钴板块大爆发,是否也暗示着钴产业链已迎来新一轮景气周期?01钴价大爆发万物轮回,周而复始。2025年2月下旬,国内钴价跌破16万元大关,创下近二十年新低,较2022年高峰累计大跌超过七成。当时,全球钴供应持续过剩,产业链一片哀嚎。但没过多久,钴市场迎来重要转机。当月,刚果(金)政府...

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