港股異動 | 贛鋒鋰業半日跌6.49% 遭中國國有企業結構調整基金連續三日減持
格隆匯2月18日丨贛鋒鋰業(1772.HK)今日午間收報33.85港元,跌6.49%,暫成交3.2億港元,最新總市值437億港元。
根據港交所最新權益披露資料顯示,2月10日至12日,贛鋒鋰業連續三日遭中國國有企業結構調整基金減持,分別減持200萬、118.26萬、231.74萬股,每股作價分別為30.21港元、31.25港元、32.60港元,合計約550萬股,總金額約為1.73億港元。減持後最新持股數目約為955.2萬股,最新持股比例為4.77%。
據悉,因電池級氫氧化鋰產品漲價、及特斯拉概念相關利好等因素,贛鋒鋰業今年以來股價持續上漲,並於上週四(2月13日)盤中觸及38.2港元創歷史新高,今年迄今仍累漲逾74%。
野村曾首次覆蓋贛鋒鋰業並予“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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