《大行報告》大和降贛鋒鋰業(01772.HK)評級至「跑輸大市」 目標價升至28元
大和發表報告指,OPEC+談判破裂將致油價於今明兩年維持於每桶30美元至50美元水平,對電動車商用化不利,相信作為電動車電池主要原料之一的鋰化合物價格將受到影響,下調贛鋒鋰業(01772.HK)投資評級,自「持有」降至「跑輸大市」,今年每股盈利預測亦下調15%,以反映鋰產品銷售均價持續下跌及疫情干擾生產。惟由於南向資金流入強勁,贛鋒鋰業股價本年至今已累升64%,目標價自22元上調至28元。
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