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《大行報告》大和上調贛鋒鋰業(01772.HK)評級至「買入」 目標價維持46.5元
阿思達克 08-31 11:19
大和發表報告表示,贛鋒鋰業(01772.HK)料長線氫氧化鋰價格達每公斤10美元,且在供不應求下,氫氧化鋰較碳酸鋰有溢價;至於鋰輝石方面,由於目前現價已經達到一些主要生產商的收支平衡點,故認為進一步降價的可能性不大,公司認為市場對成本下降的預期太大。

該行指,基於公司計劃在硬岩石、鹽水及黏土等方面增加產能,將其由「跑贏大市」升至「買入」評級,維持目標價46.5元。

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