You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大和:維持贛鋒鋰業(1772.HK)51港元目標價 評級買入
格隆匯 09-24 12:43

大和總研發表研究報告指,在特斯拉電池日發佈的氯化鈉萃取方法並不是什麼新鮮事物,經濟可行性受到關注。該行維持贛鋒鋰業(1772.HK)目標價51港元,評級為買入。

大和指出,贛鋒在2008年已發展出“食鹽壓煮法”,鋰回收率達到75-92%,不過該技術的商業可行性問題阻礙了其替代傳統提取方法的能力。該行續指,即使特斯拉可能已經找到提高成本效益比的方法,但馬斯克的説法可能是一個錯誤的結論。

大和又指,特斯拉試圖減少對中國鋰轉化設施的依賴,但是含鋰黏土的提取在短期內不太可能實現,鑑於贛鋒直接或間接擁有世界上兩個最大的鋰黏土項目,特斯拉對鋰粘土的商業可行性的確認將使贛鋒受益。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account