Group 1 - The cobalt market in China experienced a significant surge on September 29, with the average price of 1 cobalt reported at 337,000 yuan per ton, an increase of 29,000 yuan from the previous trading day, marking the largest single-day increase of the year [2] - Huachuang Securities suggests that the Congolese government's ban and quota policy are exacerbating the tight supply of cobalt raw materials, leading to a strong upward trend in cobalt prices [2] - Minsheng Securities indicates that the domestic raw material shortage is intensifying, and the Congolese government's firm pricing stance suggests a high probability of implementing a quota system, which could lead to a supply contraction and a clear upward shift in cobalt price levels [2] Group 2 - The company’s wet nickel production capacity is located in Indonesia, which is not affected by the Congolese export restrictions, allowing it to fully benefit from the rising cobalt prices [2] - The company is expected to see significant growth due to the release of new production capacity and cost advantages [2] - The stock of the company, Likin Resources, rose over 5%, reaching a new high of 26.46 HKD, with a trading volume of 95.9946 million HKD [3]
力勤资源涨超5%再创新高 钴价中枢上移明确 机构称公司印尼湿法镍产能有望受益