《大行報告》瑞銀降贛鋒鋰業(01772.HK)評級至「沽售」 目標價上調至23.9元
瑞銀發表報告指,贛鋒鋰業(01772.HK)本年至今股價升近90%,主要受惠於Tesla及寧德時代推動,市場預期氫氧化鋰供需關係趨緊。該行認為今明兩年需求仍會較多,市場龍頭供應商未必有足夠高質產品提供予市場,上調今明兩年氫氧化鋰價格預測,料今年價格將升8%至11%,明年價格則升3%至5%,同時提升贛鋒鋰業今明兩年盈利預測,今年盈測上調33%,明年則上調4%,目標價相應自19元上調至23.9元。由於近期股價上升後估值不吸引,評級自「中性」下調至「沽售」。
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