汇丰研究指,刚果民主共和国宣布实施为期四个月的钴出口禁令,以期解决供过于求问题并稳定价格,作为全球最大的钴供应地,刚果(金)约占全球钴供应量的76%,而过去三年钴价格一直呈下降趋势,较2022年3月高位已累跌73%。汇丰研究的研报指出,洛阳钼业(03993.HK) 2024年通过其TFM和KFM项目生产约11.4万吨钴,公司目前通过其贸易子公司在刚果(金)以外持有约3万吨钴库存,预料足以维持两至...
Source Link汇丰研究指,刚果民主共和国宣布实施为期四个月的钴出口禁令,以期解决供过于求问题并稳定价格,作为全球最大的钴供应地,刚果(金)约占全球钴供应量的76%,而过去三年钴价格一直呈下降趋势,较2022年3月高位已累跌73%。汇丰研究的研报指出,洛阳钼业(03993.HK) 2024年通过其TFM和KFM项目生产约11.4万吨钴,公司目前通过其贸易子公司在刚果(金)以外持有约3万吨钴库存,预料足以维持两至...
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