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《大行報告》大和上調贛鋒鋰業(01772.HK)目標價至46.5元 評級「跑贏大市」
阿思達克 07-13 10:05
大和發表研究報告,指贛鋒鋰業(01772.HK)隨著產能擴張,年底鋰業務的後端容量可達到10萬噸LCE,估計調試需要額外3個月,並需要多3個月加大產能。至於阿根廷Cauchari-Olaroz鋰鹽湖項目最近受到疫情影響而停止,料有望在2021年完成。公司指引今年的總產量為6至7萬噸LCE,並在2021年達到8至9萬噸LCE,均符合該行的預期。

在電池方面,公司目正開發各種鋰離子電池,包括固態、LFP、TWS及消費類,並看到其電池與鋰電池業務之間有強大的協同效應。

該行重申公司「跑贏大市」投資評級,目標價由39.5元上調至46.5元,這是由於看到市場認知到其潛在的催化劑,例如9月份將舉行Tesla電池日。

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