瑞銀:降贛鋒鋰業(1772.HK)評級至“中性” 目標價上調至19港元
瑞銀髮表報告,下調贛鋒鋰業(01772.HK)投資評級,由“買入”降至“中性”目標價則由16.8港元上調至19港元。
報告指,該股股價自10月中已上升四成,風險回報已更為平衡,因而下調投資評級,但認為公司於供應鏈上具強勁地位及具長遠前景的電動車展望,尤其於歐洲市場,故仍對公司持正面看法。
報告亦指,他們留意到中國電池材料商去庫存,意味明年上半年電動車相關訂單可能疲弱,或持續對鋰化合物價格造成壓力,縱使目前價格已導致兩至三成小型鋰化合物生產商虧損。
該行預計贛鋒鋰業現季度及下季度毛利會收窄,短期為股價帶來下行風險,即使相信在中國及全球電動車市場復甦下,明年下半年鋰化合物價格或有反彈。

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