Recently, major automakers have successively released their January sales figures. Seres' new energy vehicle sales reached 43,034 units in the month, a year-on-year increase of 140.33%, marking a strong start to the new year. Among them, the AITO brand performed particularly well, with over 40,000 new vehicles delivered in January, an 83% year-on-year growth, continuing to lead China's high-end new energy vehicle market and laying a solid foundation for annual performance growth.
PriceSeek Analysis on Cobalt, Bull-Bear Score: 1.5
The article indicates a significant increase in new energy vehicle sales, such as Seres' 140.33% year-on-year growth and AITO's 83% year-on-year growth, demonstrating strong expansion in the new energy vehicle market. As a key raw material for lithium-ion batteries, increased demand for cobalt will directly drive up spot prices, supporting market bullish sentiment. A score of +1.5 reflects significant positive factors, as the surge in sales may continue to boost cobalt consumption, though attention should be paid to changes in the supply side.
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