港股異動 | 上調部分產品銷售價格 贛鋒鋰業AH股齊漲 H股大漲逾10%再創新高
格隆匯2月13日丨贛鋒鋰業(1772.HK)今日繼續大漲,盤中觸及38.2港元再創上市新高,現報37.85港元,漲10.51%,暫成交4.3億港元,最新H股總市值489億港元。此前三天兩漲停的A股贛鋒鋰業現報63.48元,漲逾8%,盤中一度觸及漲停,最新A股總市值820.5億元。贛鋒鋰業昨晚發公告稱,受原輔材料和物流運輸價格上漲的影響,公司對部分產品銷售價格進行了小幅度調整,其中電池級氫氧化鋰產品的漲價幅度不超過10%。野村日前發研報指,首次覆蓋研究贛鋒鋰業H股,予其“買入”評級,目標價42.1港元。該行表示,贛鋒是Tesla主要的氫氧化鋰供應商,在盈利連續兩年下滑後,認為有三個催化劑可使集團今明兩年的盈利有強勁復甦,包括鋰輝石精礦成本降低;來自一級EV/EV電池客户的強勁氫氧化物訂單;以及真無線藍牙耳機電池業務快速發展。
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