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《大行報告》瑞銀升贛鋒鋰業(01772.HK)評級至「中性」 目標價上調至69元
阿思達克 12-07 10:05
瑞銀發表報告指,隨著提升對全球鋰市場的長期展望,上調對贛鋒鋰業(01772.HK)股份評級,由「沽售」升至「中性」,以反映鋰產品銷售均價及銷量增長的預測,目標價亦由34.6元調升近一倍至69元。

報告指出,即使假設所有已知鋰項目將成功走向市場,急遽上升的需求將構成未來十年供應缺口;瑞銀相應上調未來五年鋰價預測介乎10%至25%。該行上調全球新能源車滲透率預測,2025年及2030年分別升至17%及40%,預期此將使鋰需求至2030年增加七倍以上,由今年的30.5萬噸增至2030年的260萬噸,估計未來十年鋰需求的年均複合增長率為24%。

基於新能源車明年的海外前景更佳,特別是歐洲市場,瑞銀上調贛鋒鋰業的氫氧化鋰產出預測11%至6.1萬噸,估計將貢獻集團明年收入58%,計及合營投資收入增加等因素,該行調升集團明年及2022年盈利預測分別2%及6%。

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