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港股異動丨贛鋒鋰業AH股齊升 H股升逾4% 供需基本面改善鋰價有望回暖
格隆匯 12-04 14:09
格隆匯12月4日丨贛鋒鋰業(1772.HK)現報18.4港元,漲4.19%,暫成交2265萬港元,最新H股總市值237.8億港元。A股市場贛鋒鋰業(002460.SZ)現報28.99元,漲3.83%,暫成交10.9億元,最新A股總市值374.7億元。銀河證券日前發報告指,目前新能源汽車上游資源鈷鋰價格皆已跌至底部附近,需求端歐洲德國等加大對新能源汽車的補貼額度,供應端澳洲鋰礦山相繼停產,而嘉能可旗下最大鈷礦Mutanda也提前1個月關閉,在供需基本面邊際改善的情況下鈷鋰板塊已至較好的配置期,推薦贛鋒鋰業等。財富證券亦指,鋰產品價格進入底部區間,新能源汽車和消費電池的增長貢獻未來增量,維持“謹慎推薦”評級。
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