港股异动 | 赣锋锂业半日跌6.49% 遭中国国有企业结构调整基金连续三日减持
格隆汇2月18日丨赣锋锂业(1772.HK)今日午间收报33.85港元,跌6.49%,暂成交3.2亿港元,最新总市值437亿港元。根据港交所最新权益披露资料显示,2月10日至12日,赣锋锂业连续三日遭中国国有企业结构调整基金减持,分别减持200万、118.26万、231.74万股,每股作价分别为30.21港元、31.25港元、32.60港元,合计约550万股,总金额约为1.73亿港元。减持后最新持股数目约为955.2万股,最新持股比例为4.77%。据悉,因电池级氢氧化锂产品涨价、及特斯拉概念相关利好等因素,赣锋锂业今年以来股价持续上涨,并于上周四(2月13日)盘中触及38.2港元创历史新高,今年迄今仍累涨逾74%。野村曾首次覆盖赣锋锂业并予“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。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.