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大和:上调赣锋锂业(1772.HK)目标价至39.5港元 评级“优于大市”
格隆汇 06-22 14:06

大和发表研究报告指,赣锋锂业(1772.HK)管理层料今年第四季江西将有新的生产线投产,正符合现时市场对氢氧化锂(LiOH)渐增的需求,料Tesla及德国汽车制造商大众汽车于今年下半年将会增加向公司采购氢氧化锂,将目标价由33港元上调19.7%至39.5港元,重申“优于大市”评级。

该行续指,预期公司能保持强劲的增长动力,因赣锋锂业是唯一一间能在疫情期间增加氢氧化锂及碳酸锂(Li2CO3)产能的公司,料公司的阿根廷Cauchari-Olaroz锂盐湖项目,将有助降低成本,上调2020-2022年氢氧化锂的平均售价12%,但下调碳酸锂的平均售价12%-14%,亦下调明年锂化合物产量预测2.5%。

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