564 lines
31 KiB
HTML
564 lines
31 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>钴金属概念分析报告</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<!-- Nucleo Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- DaisyUI -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #1a365d 0%, #2c5282 100%);
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min-height: 100vh;
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}
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.gradient-text {
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background: linear-gradient(90deg, #63b3ed, #90cdf4);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.metal-card {
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background: rgba(255, 255, 255, 0.1);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(255, 255, 255, 0.2);
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box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.37);
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.timeline-dot {
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width: 12px;
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background-color: #63b3ed;
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border-radius: 50%;
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.timeline-line {
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position: absolute;
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left: 0;
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top: 0;
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bottom: 0;
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width: 1px;
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background-color: rgba(99, 179, 237, 0.3);
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}
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#vanta-bg {
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position: fixed;
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top: 0;
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left: 0;
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width: 100%;
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height: 100%;
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z-index: -1;
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}
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.table-container {
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overflow-x: auto;
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}
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@media (max-width: 768px) {
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.table-container {
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overflow-x: scroll;
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}
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}
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</style>
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</head>
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<body>
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<div id="vanta-bg"></div>
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<div class="container mx-auto px-4 py-8 relative z-10">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold text-white mb-4">钴金属概念分析</h1>
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<p class="text-xl text-blue-200">政策驱动+库存周期共振的爆发初期</p>
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</div>
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<!-- 概念事件 -->
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<div class="metal-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
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<i class="ni ni-calendar-grid-58 mr-3 text-blue-300"></i>
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概念事件
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</h2>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full p-2 mr-3 mt-1">
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<i class="ni ni-bell-55 text-white text-sm"></i>
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</div>
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<div>
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<p class="text-white font-semibold">2025-02-22</p>
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<p class="text-blue-100">刚果（金）战略矿物市场监管局（ARECOMS）宣布<strong class="text-yellow-300">暂停钴原料出口4个月</strong>（后延长至7个月），以应对全球钴市场供应过剩，挺价意图明确。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-red-500 rounded-full p-2 mr-3 mt-1">
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<i class="ni ni-chart-bar-32 text-white text-sm"></i>
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</div>
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<div>
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<p class="text-white font-semibold">2025-03-13</p>
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<p class="text-blue-100">钴价单日暴涨<strong class="text-red-300">64%</strong>至<strong class="text-red-300">26.1万元/吨</strong>（MB钴价），国内硫酸钴、四氧化三钴价格同步飙升，产业链出现"逼仓"行情。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-yellow-500 rounded-full p-2 mr-3 mt-1">
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<i class="ni ni-alert text-white text-sm"></i>
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</div>
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<div>
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<p class="text-white font-semibold">2025-03-18</p>
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<p class="text-blue-100">民生金属指出，<strong class="text-yellow-300">粗钴折扣系数从50%飙升至75%</strong>，冶炼厂库存不足15天，5月后或面临"无米下锅"局面。</p>
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</div>
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</div>
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</div>
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<div class="mt-6">
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<h3 class="text-lg font-semibold text-white mb-3">时间轴</h3>
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<div class="pl-6 relative">
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<div class="timeline-line"></div>
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<div class="relative mb-4">
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<div class="timeline-dot"></div>
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<p class="text-white font-medium">2024Q4</p>
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<p class="text-blue-100 text-sm">钴价跌至历史低点（9.95美元/磅），嘉能可、洛阳钼业等龙头减产。</p>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<p class="text-white font-medium">2025Q1</p>
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<p class="text-blue-100 text-sm">政策催化+库存见底，钴价启动主升浪，市场预期<strong class="text-green-300">40万元/吨</strong>目标价。</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="metal-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
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<i class="ni ni-light-3 mr-3 text-blue-300"></i>
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核心观点摘要
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</h2>
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<div class="space-y-4">
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<div class="bg-gradient-to-r from-blue-600 to-blue-800 rounded-lg p-4">
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<p class="text-white"><i class="ni ni-check-bold mr-2 text-green-300"></i><strong class="text-yellow-300">钴金属正处于"政策驱动+库存周期"共振的爆发初期</strong>，刚果（金）出口禁令扭转了持续3年的过剩格局，短期价格弹性极大。</p>
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</div>
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<div class="bg-gradient-to-r from-purple-600 to-purple-800 rounded-lg p-4">
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<p class="text-white"><i class="ni ni-check-bold mr-2 text-green-300"></i><strong class="text-yellow-300">中长期看，钴的定价权正从"供需博弈"转向"资源国政策主导"</strong>，类似稀土的逻辑，<strong class="text-green-300">2025-2026年或维持20-25万元/吨高位震荡</strong>。</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="metal-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
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<i class="ni ni-bulb-61 mr-3 text-blue-300"></i>
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核心逻辑与市场认知分析
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold text-white mb-3">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-blue-900 bg-opacity-50 rounded-lg p-4">
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<div class="text-blue-300 text-lg font-semibold mb-2">供给侧革命</div>
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<p class="text-blue-100 text-sm">刚果（金）占全球<strong class="text-yellow-300">76%产量</strong>，其出口禁令直接削减<strong class="text-yellow-300">25%供应</strong>（约7.3万吨），叠加嘉能可减产（2024年指引下调42%），全球库存从<strong class="text-green-300">过剩3万吨→缺口4万吨</strong>。</p>
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</div>
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<div class="bg-purple-900 bg-opacity-50 rounded-lg p-4">
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<div class="text-purple-300 text-lg font-semibold mb-2">政策定价权</div>
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<p class="text-blue-100 text-sm">刚果（金）通过EGC（国有公司）垄断手抓矿出口，未来或转向<strong class="text-yellow-300">配额制</strong>（类似印尼镍矿），钴价中枢系统性上移。</p>
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</div>
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<div class="bg-indigo-900 bg-opacity-50 rounded-lg p-4">
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<div class="text-indigo-300 text-lg font-semibold mb-2">库存周期</div>
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<p class="text-blue-100 text-sm">国内冶炼厂库存仅<strong class="text-yellow-300">3个月</strong>（历史低位），贸易商囤货+下游抢货，形成"逼仓"行情。</p>
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</div>
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</div>
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</div>
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<div class="mb-6">
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<h3 class="text-xl font-semibold text-white mb-3">市场热度与情绪</h3>
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<div class="bg-gray-800 bg-opacity-50 rounded-lg p-4">
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<p class="text-blue-100 mb-2"><i class="ni ni-chart-bar-32 mr-2 text-blue-300"></i><strong class="text-white">研报密集度</strong>：2025年3月民生/浙商/西部证券等<strong class="text-yellow-300">7家机构</strong>连发看多报告，情绪从"无人问津"转向"一致预期"。</p>
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<p class="text-blue-100"><i class="ni ni-alert mr-2 text-yellow-300"></i><strong class="text-white">分歧点</strong>：部分投资者担忧<strong class="text-yellow-300">印尼湿法镍伴生钴</strong>（2026年增量4.8万吨）能否弥补缺口，但路演显示印尼项目<strong class="text-red-300">爬坡不及预期</strong>（力勤三期延迟）。</p>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-white mb-3">预期差分析</h3>
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<div class="bg-gradient-to-r from-green-800 to-green-900 rounded-lg p-4">
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<p class="text-white mb-2"><i class="ni ni-diamond mr-2 text-green-300"></i><strong class="text-yellow-300">市场忽略的关键</strong>：</p>
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<ul class="text-blue-100 list-disc pl-5 space-y-1">
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<li><strong class="text-yellow-300">洛阳钼业在途库存2.85万吨</strong>，按现价测算<strong class="text-green-300">直接增厚利润8.7亿元</strong>（未充分定价）。</li>
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<li><strong class="text-yellow-300">华友钴业印尼钴成本为0</strong>（副产品摊销），钴价每涨1万元，<strong class="text-green-300">单吨镍成本下降2000元</strong>，形成"反身性"盈利。</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="metal-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
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<i class="ni ni-rocket mr-3 text-blue-300"></i>
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关键催化剂与未来发展路径
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold text-white mb-3">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-red-500 rounded-full h-6 w-6 flex items-center justify-center mr-3 mt-1">
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<span class="text-white text-xs font-bold">1</span>
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</div>
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<div>
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<p class="text-white font-medium">5月库存见底</p>
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<p class="text-blue-100 text-sm">冶炼厂原料耗尽，现货市场或再现"抢钴大战"。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-red-500 rounded-full h-6 w-6 flex items-center justify-center mr-3 mt-1">
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<span class="text-white text-xs font-bold">2</span>
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</div>
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<div>
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<p class="text-white font-medium">配额制落地</p>
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<p class="text-blue-100 text-sm">刚果（金）6月评估禁令效果，若转向配额制，<strong class="text-yellow-300">洛阳钼业（50%市占率）</strong>将获最大份额。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-red-500 rounded-full h-6 w-6 flex items-center justify-center mr-3 mt-1">
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<span class="text-white text-xs font-bold">3</span>
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</div>
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<div>
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<p class="text-white font-medium">夏休后需求爆发</p>
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<p class="text-blue-100 text-sm">欧洲防务重启+三元电池排产回升，8月出口订单或超预期。</p>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-white mb-3">长期路径（2025-2027）</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-blue-900 bg-opacity-50 rounded-lg p-4 border-l-4 border-blue-400">
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<div class="text-blue-300 font-semibold mb-2">阶段1（2025）</div>
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<p class="text-blue-100 text-sm">政策驱动涨价，<strong class="text-yellow-300">资源股（洛钼、华友）</strong>享受估值修复。</p>
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</div>
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<div class="bg-purple-900 bg-opacity-50 rounded-lg p-4 border-l-4 border-purple-400">
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<div class="text-purple-300 font-semibold mb-2">阶段2（2026）</div>
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<p class="text-blue-100 text-sm">供需再平衡，<strong class="text-yellow-300">加工股（腾远、寒锐）</strong>受益于库存增值+加工费提升。</p>
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</div>
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<div class="bg-indigo-900 bg-opacity-50 rounded-lg p-4 border-l-4 border-indigo-400">
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<div class="text-indigo-300 font-semibold mb-2">阶段3（2027）</div>
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<p class="text-blue-100 text-sm">固态电池技术若突破，钴需求或受压制，需跟踪<strong class="text-yellow-300">高镍低钴技术替代进度</strong>。</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="metal-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
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<i class="ni ni-network mr-3 text-blue-300"></i>
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产业链与核心公司深度剖析
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold text-white mb-3">产业链图谱</h3>
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<div class="bg-gray-800 bg-opacity-50 rounded-lg p-4">
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 text-center">
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<div class="bg-blue-900 bg-opacity-50 rounded-lg p-4">
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<div class="text-blue-300 font-semibold mb-2">上游</div>
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<p class="text-blue-100 text-sm">刚果（金）铜钴矿（洛阳钼业TFM/KFM）、印尼湿法镍（华友华飞项目）</p>
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</div>
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<div class="bg-purple-900 bg-opacity-50 rounded-lg p-4">
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<div class="text-purple-300 font-semibold mb-2">中游</div>
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<p class="text-blue-100 text-sm">钴盐冶炼（腾远2.65万吨、寒锐1.6万吨）</p>
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</div>
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<div class="bg-indigo-900 bg-opacity-50 rounded-lg p-4">
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<div class="text-indigo-300 font-semibold mb-2">下游</div>
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<p class="text-blue-100 text-sm">三元前驱体（华友19万吨）、消费电子（钴酸锂）</p>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-white mb-3">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-gray-800 bg-opacity-50 rounded-lg">
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<thead>
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<tr class="bg-gray-700 bg-opacity-50">
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<th class="px-4 py-3 text-left text-xs font-medium text-blue-300 uppercase tracking-wider">公司</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-blue-300 uppercase tracking-wider">钴资源量</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-blue-300 uppercase tracking-wider">2025年产能</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-blue-300 uppercase tracking-wider">核心逻辑</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-blue-300 uppercase tracking-wider">风险</th>
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</tr>
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</thead>
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<tbody class="divide-y divide-gray-700">
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<tr>
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<td class="px-4 py-3 text-white font-semibold">洛阳钼业</td>
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<td class="px-4 py-3 text-blue-100">555万吨</td>
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<td class="px-4 py-3 text-blue-100">12万吨</td>
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<td class="px-4 py-3 text-blue-100">全球最大钴矿+配额制最大受益者</td>
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<td class="px-4 py-3 text-red-300">刚果（金）政策变动</td>
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</tr>
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<tr>
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<td class="px-4 py-3 text-white font-semibold">华友钴业</td>
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<td class="px-4 py-3 text-blue-100">印尼2万吨</td>
|
||
<td class="px-4 py-3 text-blue-100">4.7万吨</td>
|
||
<td class="px-4 py-3 text-blue-100">镍钴一体化+印尼项目成本优势</td>
|
||
<td class="px-4 py-3 text-red-300">镍价下跌拖累钴盈利</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 text-white font-semibold">腾远钴业</td>
|
||
<td class="px-4 py-3 text-blue-100">刚果租赁矿</td>
|
||
<td class="px-4 py-3 text-blue-100">2.65万吨</td>
|
||
<td class="px-4 py-3 text-blue-100">高弹性加工股+库存增值</td>
|
||
<td class="px-4 py-3 text-red-300">原料依赖外购</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 text-white font-semibold">寒锐钴业</td>
|
||
<td class="px-4 py-3 text-blue-100">刚果伴生矿</td>
|
||
<td class="px-4 py-3 text-blue-100">1.6万吨</td>
|
||
<td class="px-4 py-3 text-blue-100">小市值+钴价敏感</td>
|
||
<td class="px-4 py-3 text-red-300">产能规模小</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="metal-card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
|
||
<i class="ni ni-alert mr-3 text-blue-300"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-gray-800 bg-opacity-50 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-gray-700 bg-opacity-50">
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-blue-300 uppercase tracking-wider">风险类型</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-blue-300 uppercase tracking-wider">具体表现</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-700">
|
||
<tr>
|
||
<td class="px-4 py-3 text-white font-semibold">技术替代</td>
|
||
<td class="px-4 py-3 text-blue-100">固态电池若采用<strong class="text-yellow-300">无钴正极</strong>（如LMFP），需求或下滑30%（2027年需跟踪）。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 text-white font-semibold">政策反复</td>
|
||
<td class="px-4 py-3 text-blue-100">刚果（金）民选政府2026年换届，<strong class="text-yellow-300">配额制可能松动</strong>（历史政策延续性差）。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 text-white font-semibold">库存抛压</td>
|
||
<td class="px-4 py-3 text-blue-100">国内<strong class="text-yellow-300">3万吨社会库存</strong>（扣除收储）若集中释放，将压制涨价空间（民生金属提示）。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 text-white font-semibold">印尼竞争</td>
|
||
<td class="px-4 py-3 text-blue-100">力勤三期7500吨钴产能<strong class="text-yellow-300">延迟至2026年</strong>，但若提前投产，或缓解缺口（路演矛盾点）。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="metal-card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
|
||
<i class="ni ni-trophy mr-3 text-blue-300"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
<div class="space-y-4">
|
||
<div class="bg-gradient-to-r from-green-800 to-green-900 rounded-lg p-4">
|
||
<p class="text-white mb-2"><i class="ni ni-check-bold mr-2 text-green-300"></i><strong class="text-yellow-300">阶段判断</strong>：钴金属已从<strong class="text-green-300">"周期底部"</strong>进入<strong class="text-green-300">"政策红利+库存周期"</strong>驱动的主升浪，<strong class="text-yellow-300">非主题炒作</strong>，而是基本面反转。</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-r from-blue-800 to-blue-900 rounded-lg p-4">
|
||
<p class="text-white mb-2"><i class="ni ni-check-bold mr-2 text-green-300"></i><strong class="text-yellow-300">投资方向</strong>：</p>
|
||
<ul class="text-blue-100 list-disc pl-5 space-y-1">
|
||
<li><strong class="text-yellow-300">首选资源股</strong>：<strong class="text-green-300">洛阳钼业</strong>（配额制最大受益者，在途库存直接兑现利润）。</li>
|
||
<li><strong class="text-yellow-300">次选加工股</strong>：<strong class="text-green-300">腾远钴业</strong>（库存增值+小市值弹性，需紧盯原料采购节奏）。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-r from-purple-800 to-purple-900 rounded-lg p-4">
|
||
<p class="text-white mb-2"><i class="ni ni-check-bold mr-2 text-green-300"></i><strong class="text-yellow-300">跟踪指标</strong>：</p>
|
||
<ol class="text-blue-100 list-decimal pl-5 space-y-1">
|
||
<li><strong class="text-yellow-300">5月国内钴原料进口量</strong>（若低于1万吨/月，缺口确认）。</li>
|
||
<li><strong class="text-yellow-300">刚果（金）6月政策评估</strong>（配额制细则决定长期中枢）。</li>
|
||
<li><strong class="text-yellow-300">华友印尼项目钴产量</strong>（验证印尼替代能力）。</li>
|
||
</ol>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-r from-indigo-800 to-indigo-900 rounded-lg p-4 text-center">
|
||
<p class="text-xl font-bold text-white"><i class="ni ni-spaceship mr-2 text-yellow-300"></i>一句话总结：钴的"稀土时刻"已至，<strong class="text-yellow-300">短期看库存，中期看配额，长期看技术替代</strong>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="metal-card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
|
||
<i class="ni ni-chart-bar-32 mr-3 text-blue-300"></i>
|
||
关联股票数据
|
||
</h2>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-gray-800 bg-opacity-50 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-gray-700 bg-opacity-50">
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-blue-300 uppercase tracking-wider">股票</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-blue-300 uppercase tracking-wider">分类</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-blue-300 uppercase tracking-wider">钴产能</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-blue-300 uppercase tracking-wider">2024年钴营收及占比</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-blue-300 uppercase tracking-wider">业务相关</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-blue-300 uppercase tracking-wider">消息来源</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-blue-300 uppercase tracking-wider">投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-700">
|
||
<tr>
|
||
<td class="px-4 py-3 text-white font-semibold">洛阳钼业</td>
|
||
<td class="px-4 py-3 text-blue-100">钴矿</td>
|
||
<td class="px-4 py-3 text-blue-100">2025年产量指引10-12万吨</td>
|
||
<td class="px-4 py-3 text-blue-100">37.78亿元/8.21%</td>
|
||
<td class="px-4 py-3 text-blue-100">间接持有位于刚果(金)的TFM铜钴矿80%权益以及KFM铜钴矿71.25%权益</td>
|
||
<td class="px-4 py-3 text-blue-100">公告/互动</td>
|
||
<td class="px-4 py-3 text-blue-100">持有刚果(金)TFM和KFM铜钴矿权益</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 text-white font-semibold">华友钴业</td>
|
||
<td class="px-4 py-3 text-blue-100">钴矿</td>
|
||
<td class="px-4 py-3 text-blue-100">网传4.68万金属吨/年</td>
|
||
<td class="px-4 py-3 text-blue-100">33.81亿元/5.55%</td>
|
||
<td class="px-4 py-3 text-blue-100">刚果(金)PE527铜钴矿</td>
|
||
<td class="px-4 py-3 text-blue-100">互动</td>
|
||
<td class="px-4 py-3 text-blue-100">刚果(金)PE527铜钴矿项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 text-white font-semibold">腾远钴业</td>
|
||
<td class="px-4 py-3 text-blue-100">钴矿</td>
|
||
<td class="px-4 py-3 text-blue-100">2.65万金属吨/年</td>
|
||
<td class="px-4 py-3 text-blue-100">24.14亿元/36.9%</td>
|
||
<td class="px-4 py-3 text-blue-100">公司在刚果(金)已取得两项探矿权和一项采矿权</td>
|
||
<td class="px-4 py-3 text-blue-100">互动</td>
|
||
<td class="px-4 py-3 text-blue-100">刚果(金)探矿权和采矿权</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 text-white font-semibold">寒锐钴业</td>
|
||
<td class="px-4 py-3 text-blue-100">钴矿</td>
|
||
<td class="px-4 py-3 text-blue-100">1.6万金属吨/年</td>
|
||
<td class="px-4 py-3 text-blue-100">24.48亿元/39.47%</td>
|
||
<td class="px-4 py-3 text-blue-100">刚果(金)的钴矿主要为铜钴伴生矿</td>
|
||
<td class="px-4 py-3 text-blue-100">互动</td>
|
||
<td class="px-4 py-3 text-blue-100">刚果(金)铜钴伴生矿</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 text-white font-semibold">ST盛屯</td>
|
||
<td class="px-4 py-3 text-blue-100">钴矿</td>
|
||
<td class="px-4 py-3 text-blue-100">1.4万金属吨/年</td>
|
||
<td class="px-4 py-3 text-blue-100">14.58亿元/5.67%</td>
|
||
<td class="px-4 py-3 text-blue-100">拥有的铜钴矿山卡隆威矿山</td>
|
||
<td class="px-4 py-3 text-blue-100">互动</td>
|
||
<td class="px-4 py-3 text-blue-100">卡隆威铜钴矿山</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 text-white font-semibold">国城矿业</td>
|
||
<td class="px-4 py-3 text-blue-100">钴矿</td>
|
||
<td class="px-4 py-3 text-blue-100">2020年公司下属矿山保有资源储量钴金属量为1.76万吨</td>
|
||
<td class="px-4 py-3 text-blue-100">-</td>
|
||
<td class="px-4 py-3 text-blue-100">-</td>
|
||
<td class="px-4 py-3 text-blue-100">公告</td>
|
||
<td class="px-4 py-3 text-blue-100">矿山钴金属资源储量</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 text-white font-semibold">中国中冶</td>
|
||
<td class="px-4 py-3 text-blue-100">钴矿</td>
|
||
<td class="px-4 py-3 text-blue-100">刚果(金)SICOMINES铜钴矿、刚果(金)绿纱铜钴矿、刚果(金)MKM铜钴矿</td>
|
||
<td class="px-4 py-3 text-blue-100">-</td>
|
||
<td class="px-4 py-3 text-blue-100">-</td>
|
||
<td class="px-4 py-3 text-blue-100">互动</td>
|
||
<td class="px-4 py-3 text-blue-100">刚果(金)多个铜钴矿项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 text-white font-semibold">ST合纵</td>
|
||
<td class="px-4 py-3 text-blue-100">参股</td>
|
||
<td class="px-4 py-3 text-blue-100">参股公司天津茂联子公司在赞比亚拥有矿石量1642万吨，钴金属量12.01万吨</td>
|
||
<td class="px-4 py-3 text-blue-100">-</td>
|
||
<td class="px-4 py-3 text-blue-100">-</td>
|
||
<td class="px-4 py-3 text-blue-100">公开资料</td>
|
||
<td class="px-4 py-3 text-blue-100">参股公司拥有赞比亚钴金属资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 text-white font-semibold">厦门钨业</td>
|
||
<td class="px-4 py-3 text-blue-100">参股</td>
|
||
<td class="px-4 py-3 text-blue-100">腾远钴业第三大股东，持股9.05%</td>
|
||
<td class="px-4 py-3 text-blue-100">-</td>
|
||
<td class="px-4 py-3 text-blue-100">-</td>
|
||
<td class="px-4 py-3 text-blue-100">公开资料</td>
|
||
<td class="px-4 py-3 text-blue-100">参股腾远钴业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 text-white font-semibold">赣锋锂业</td>
|
||
<td class="px-4 py-3 text-blue-100">参股</td>
|
||
<td class="px-4 py-3 text-blue-100">腾远钴业第四大股东，持股6.09%</td>
|
||
<td class="px-4 py-3 text-blue-100">-</td>
|
||
<td class="px-4 py-3 text-blue-100">-</td>
|
||
<td class="px-4 py-3 text-blue-100">公开资料</td>
|
||
<td class="px-4 py-3 text-blue-100">参股腾远钴业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 text-white font-semibold">格林美</td>
|
||
<td class="px-4 py-3 text-blue-100">回收</td>
|
||
<td class="px-4 py-3 text-blue-100">世界最大钴镍钨资源循环利用基地，世界最大超细钴粉制造基地</td>
|
||
<td class="px-4 py-3 text-blue-100">-</td>
|
||
<td class="px-4 py-3 text-blue-100">-</td>
|
||
<td class="px-4 py-3 text-blue-100">公开资料</td>
|
||
<td class="px-4 py-3 text-blue-100">钴镍钨资源循环利用及超细钴粉制造</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 text-white font-semibold">华新环保</td>
|
||
<td class="px-4 py-3 text-blue-100">回收</td>
|
||
<td class="px-4 py-3 text-blue-100">含钴冶炼废渣中钴的提取项目</td>
|
||
<td class="px-4 py-3 text-blue-100">-</td>
|
||
<td class="px-4 py-3 text-blue-100">-</td>
|
||
<td class="px-4 py-3 text-blue-100">年报</td>
|
||
<td class="px-4 py-3 text-blue-100">钴冶炼废渣提取项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 text-white font-semibold">中国瑞林</td>
|
||
<td class="px-4 py-3 text-blue-100">技术工程</td>
|
||
<td class="px-4 py-3 text-blue-100">公司铜钴提取关键工艺技术和装备为刚果（金）RTR铜钴矿项目实现年产钴金属2.1万吨</td>
|
||
<td class="px-4 py-3 text-blue-100">-</td>
|
||
<td class="px-4 py-3 text-blue-100">-</td>
|
||
<td class="px-4 py-3 text-blue-100">官微</td>
|
||
<td class="px-4 py-3 text-blue-100">铜钴提取技术应用于刚果（金）RTR项目</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Scripts -->
|
||
<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
|
||
<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.js"></script>
|
||
<script>
|
||
VANTA.WAVES({
|
||
el: "#vanta-bg",
|
||
mouseControls: true,
|
||
touchControls: true,
|
||
gyroControls: false,
|
||
minHeight: 200.00,
|
||
minWidth: 200.00,
|
||
scale: 1.00,
|
||
scaleMobile: 1.00,
|
||
color: 0x1a365d,
|
||
shininess: 30.00,
|
||
waveHeight: 10.00,
|
||
waveSpeed: 0.75,
|
||
zoom: 0.75
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |