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港股異動 | 贛鋒鋰業AH股齊升 TWS扣式電池日出貨量5萬隻 供不應求
格隆匯 12-23 14:57
格隆匯12月23日丨贛鋒鋰業(1772.HK)現報19.24港元,漲3.33%,暫成交5909萬港元,最新H股總市值248.7億港元。A股贛鋒鋰業(002460.SZ)現報32.43元,漲4.14%,暫成交16.6億元,最新A股總市值419.2億元。贛鋒鋰業上週六(21日)披露的投資者關係活動記錄表顯示,公司於2018年年初開始佈局TWS生產線,並於今年一季度正式投產。目前公司TWS扣式電池日出貨量5萬隻,訂單量很大,供不應求。主要客户有JBL、漫步者以及一些國內知名手機廠商。扣式電池的專利主要集中在結構設計上,申請了30種專利,持有專利有助於下游客户的拓展。瑞銀近日發報告指,贛鋒鋰業港股股價自10月中已上升四成,風險回報已更為平衡,降評級至“中性”,目標價上調至19港元。但認為其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。
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