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短时间内我国不会改变大量原料进口的状态,而国内钴盐企业的扩产也将促使进口量不断增加,但由于我国市场存在着巨大的库存,钴市场面临新一轮的洗牌,这就为未来市场的供应情况增添了很大的不确定因素。我国钴价必然跟随国际价格走势,尽管国内市场需求保持稳定增长,但由于库存巨大导致上涨动力不足;同时钴原料价格的坚挺,钴价也很难有大幅下跌的空间。
In a short period of time, China will not change the status of importing a large amount of raw materials. However, the expansion of domestic cobalt salt enterprises will also lead to an increase in imports. However, due to the huge inventory in China’s market, the cobalt market is facing a new round of reshuffling. As for the future market supply has added a lot of uncertainty. The price of cobalt in our country inevitably follows the international price trend. Although the demand in the domestic market keeps growing steadily, the upward momentum is not enough due to the huge inventories. At the same time, the prices of cobalt raw materials are hard to find, and it is hard for cobalt prices to fall sharply.