Technology, Real Estate, Financials Jan 20, 2022 08:39 AM (GMT+8) · EqualOcean
CITIC Securities research report pointed out that it is expected that the cobalt industry will enter the third year of tight supply in 2022, with catalytic prices rising. The cobalt price center is expected to operate at more than 450000 yuan / ton in 2022, an increase of more than 20% compared with 2021. The performance of cobalt Plate Companies in 2022 is expected to exceed expectations. In addition, relevant companies currently have significant undervalued advantages. We maintain the rating of "stronger than the market" of cobalt plate, mainly recommend Luoyang molybdenum industry and Hanrui cobalt industry, and suggest paying attention to Huayou cobalt industry.

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