中金:上調贛鋒鋰業及洛陽鉬業AH股目標價 鋰和鈷價利好
中金髮表研究報告上調贛鋒鋰業(1772.HK)A股和H股目標價至72元人民幣和42港元,隱含21%和24%上漲空間。上調洛陽鉬業(3993.HK)A股和H股目標價至5.83元人民幣和5.26港元,較當前股價有16%和39%的上行空間。
中金稱,2020年保守估算下,全球氫氧化鋰需求增量有望超過2萬噸,氫氧化鋰的良好供需格局良好及價格的上行動能,利好贛鋒鋰業。而洛陽鉬業方面,報告指其正在推進Ten ke礦石處理量提升項目,預計2020年3季度末可以竣工,屆時將提升日礦石處理量接近30%,有望對2021年銅、鈷產量產生正面影響。市場擔心疫情會對國內冶煉廠造成影響,近期鈷和鈷鹽價格均有所上升,分析報告不排除短期鈷價有更大的上漲空間。
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