【Jefferies:刚果钴出口暂停对洛阳钼业盈利的影响有限】Jefferies表示,刚果将钴出口暂停四个月预计会造成一些短期延误,对洛阳钼业2025年税后净利润的影响为中高个位数。影响可能从第二季度开始显现,第一季度不太可能受到太大影响,因为该公司有发货和在途库存。短期内钴价可能上涨,可以部分抵消这种影响。

金融界
26 Feb
Jefferies表示,刚果将钴出口暂停四个月预计会造成一些短期延误,对洛阳钼业2025年税后净利润的影响为中高个位数。影响可能从第二季度开始显现,第一季度不太可能受到太大影响,因为该公司有发货和在途库存。短期内钴价可能上涨,可以部分抵消这种影响。

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