港股異動 | 贛鋒鋰業(1772.HK)漲超7% 料今年鋰鹽產品供應偏緊
格隆匯1月20日丨贛鋒鋰業(1772.HK)現漲7.01%報114.5港元,暫成交3.9億港元,最新總市值1534億港元。贛鋒鋰業(002460.SZ)亦漲超4%。贛鋒鋰業近日接待機構調研時表示,目前公司鋰產品供應緊張,特別是1、2月受春節假期的影響,產品供不應求。預計今年鋰鹽產品都將處於供應偏緊的狀態。野村發研報預期,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。贛鋒鋰業將受惠於上述趨勢,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港元大幅上調至154港元,重申買入評級。

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