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港股異動 | 贛鋒鋰業AH股齊升 與德國寶馬簽訂長期供貨協議
格隆匯 12-13 14:08
格隆匯12月13日丨贛鋒鋰業(1772.HK)現報17.86港元,漲2.53%,暫成交2216萬港元,最新H股總市值230億港元。A股贛鋒鋰業(002460.SZ)現報28.96元,漲4.25%,暫成交10.6億元,最新A股總市值374.3億元。贛鋒鋰業本週三(11日)晚間發公告稱,與德國寶馬簽訂日常經營重大合同,確定了公司及贛鋒國際將於2020年-2024年向德國寶馬指定的電池或正極材料供貨商供應鋰化工產品的品種和具體數量,價格依據市場價格變化調整。此外,Cauchari-Olaroz鹽湖提鋰更新後的鋰資源儲量支持年產量超過4萬噸電池級碳酸鋰並持續40年;項目目前正在建設中,預計2020年底完工,2021年初投入生產。廣發證券發研報指,贛鋒鋰業攜手國際龍頭車企,氫氧化鋰優勢凸顯,且有望受益鋰價觸底反彈,維持公司A/H股“買入”評級。
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