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野村:重申贛鋒鋰業(1772.HK)買入評級 目標價升至154港元
格隆匯 01-19 17:10

野村發表研究報吿預期,今年鋰的供需關係將會改善,上調今年碳酸鋰價格預測約60%至每公頓6.6萬元人民幣,而最近的升勢亦高於該行預期,指贛鋒鋰業(1772.HK)將受惠於上述趨勢,作為全球唯一主要氫氧化鋰生產者,正於全球市場增加其市佔率,將其目標價由53.8港元升至154港元,重申買入評級。

野村預期,最近碳酸鋰的價格水平最少有5%的上調空間,因今年電動車的補貼將會下調20%,認為未來對磷酸鐵鋰電池的應用將會增加,上調公司2020和2021年的盈利預測分別為56%和67%,亦上調今年每股盈利預測至1.88港元,預期今年盈利按年增長141%。

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