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港股异动 | 赣锋锂业AH股续涨 上调部分产品销售价格
格隆汇 02-14 09:54
格隆汇2月14日丨赣锋锂业(1772.HK)现报35.3港元,涨4.13%,暂成交9711万港元,最新H股总市值456亿港元。A股赣锋锂业现报61.42元,涨3.24%,最新A股总市值793.9亿元。赣锋锂业前日(12日)晚间发公告称,受原辅材料和物流运输价格上涨的影响,公司对部分产品销售价格进行了小幅度调整,其中电池级氢氧化锂产品的涨价幅度不超过10%。此外据悉,赣锋锂业H股获南下资金持续净流入,截至2月11日,港股通累计持仓比例已达38.63%。野村近日发研报指,首次覆盖研究赣锋锂业H股,予其“买入”评级,目标价42.1港元。该行表示,赣锋是Tesla主要的氢氧化锂供应商,在盈利连续两年下滑后,认为有三个催化剂可使集团今明两年的盈利有强劲复苏,包括锂辉石精矿成本降低;来自一级EV/EV电池客户的强劲氢氧化物订单;以及真无线蓝牙耳机电池业务快速发展。
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