港股異動丨贛鋒鋰業漲逾4% 鋰價下行空間有限 盈利水平有望改善
格隆匯11月29日丨贛鋒鋰業(1772.HK)漲逾4%,報17.62港元,總市值227.7億港元。中信證券最新研報認為,2019年以來由於鋰價持續下跌,南美鹽湖提鋰企業盈利能力顯著下滑,產能擴張進度放緩,料2020年鋰上游供應過剩狀態會有所緩解。同時龍頭企業逆勢擴張,擴大市佔率並強化定價能力,預計鋰價下行空間有限,鋰行業公司盈利水平有望改善。工信部官網消息顯示,2019年11月22日,新能源汽車動力蓄電池回收利用政策標準培訓會在江蘇省南通市召開。工業和信息化部節能與綜合利用司一級巡視員李力表示,推進動力蓄電池回收利用,有利於保護環境和社會安全,在後續工作中,將加快標準研製工作。據悉,贛鋒鋰業建設有含鋰金屬廢料回收循環利用項目。
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