港股異動 | 贛鋒鋰業(01772.HK)漲超6%盤中再創新高 機構唱好+政策利好
格隆匯11月6日丨贛鋒鋰業(01772.HK)近日再起升勢,5日累計大漲超30%。今日盤中一度升超10%股價再創新高,現報58.8港元,漲6.23%,總市值1101億港元。贛鋒鋰業昨日獲淨買入589萬港元。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。消息面上,大和日前報告指,贛鋒鋰業是僅有的兩個能夠突破3萬噸有效的氫氧化鋰容量瓶頸的生產商之一,故其核心競爭力來自其質量控制。將其目標價上調至57港元,維持“買入”評級。天風證券指出,公司資源佈局完整,鋰鹽產能有望逐步釋放,下游產業佈局較為領先,因此維持公司的增持評級。另外,11月1日,國務院辦公廳印發《新能源汽車產業發展規劃(2021—2035年)》提出,鼓勵企業提高鋰、鎳、鈷、鉑等關鍵資源保障能力。

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