《大行报告》大和上调赣锋锂业(01772.HK)评级至「买入」 目标价维持46.5元
大和发表报告表示,赣锋锂业(01772.HK)料长线氢氧化锂价格达每公斤10美元,且在供不应求下,氢氧化锂较碳酸锂有溢价;至於锂辉石方面,由於目前现价已经达到一些主要生产商的收支平衡点,故认为进一步降价的可能性不大,公司认为市场对成本下降的预期太大。
该行指,基於公司计划在硬岩石、盐水及黏土等方面增加产能,将其由「跑赢大市」升至「买入」评级,维持目标价46.5元。
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