研報掘金|中信證券:衞星互聯乘風起 鍺需求有望迎來快速增長
中信證券研報指出,鍺作為重要的稀有金屬,可廣泛用於紅外、光纖、光伏等領域。受供給緊張、地緣衝突、需求向好等因素影響,鍺價年內升幅接近30%,已創下歷史新高。我們預計鍺將充分受益於衞星互聯網、5G通信等領域發展提速從而實現需求的快速增長,預計2023-2026年全球鍺需求CAGR為16.4%,對應鍺行業供需缺口分別為18.4/ -2.2/ -16.7/ -43.2噸,供給短缺有望推動鍺價繼續強勢上行。
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