港股異動丨贛鋒鋰業(1772.HK)漲近8% 股價再創上市以來新高
格隆匯11月4日丨贛鋒鋰業(1772.HK)漲近8%,報52.4港元,股價再創上市以來新高,年內漲幅達170%,最新總市值698億港元;贛鋒鋰業(002460.SZ)亦漲約4%。大和發研報指,對《新能源汽車產業發展規劃(2021-2035年)》持正面看法,重申行業首選股贛鋒鋰業(1772.HK)“買入”評級,由於鋰價大幅反彈及未來數年的增長前景。據證券時報,贛鋒鋰業稱年產5萬噸氫氧化鋰擴建項目於今年10月底開工點火,於11月開始試生產,大約需要3個月的產能爬坡期,明年一季度將正式投產。目前公司鋰輝石供應正常,已儲備了充足的用量。贛鋒鋰業還透露,公司TWS扣式電池每日出貨量10萬-12萬隻,供不應求。

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