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大摩:電動車上游原物料供給偏緊 首選贛鋒鋰業和洛陽鉬業
格隆匯 01-13 11:24

摩根士丹利發表研究報吿指,電動車產業鏈需求的快速擴張導致中國電池原物料吃緊,首選贛鋒鋰業(1772.HK)和洛陽鉬業(3993.HK),將贛鋒鋰業H股目標價自48港元上調近2倍至143港元,A股目標價自64元人民幣上調1.04倍至131元人民幣;另外又上調洛陽鉬業H股目標價60%至7.5港元,A股目標價上調59%至8.6元人民幣。

大摩指,今年需求的持續擴張將提振鋰化工產品的消費,鋰行業中最大的贏家是有上游業務、原物料充足、同時具有碳酸鋰和氫氧化鋰成長潛力的公司,看好贛鋒鋰業。此外,預計2021年鈷行業上游供應偏緊,將刺激定價,利好洛陽鉬業等上游礦企。

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