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《大行報告》麥格理升贛鋒鋰業(01772.HK)目標價至144元 料迎來多重催化劑
阿思達克 04-13 12:29
麥格理表研究報告,指考慮鋰供應料自2022年起維持短缺,而電動車電池需求未來五年料每年增長42%,上調2021至2025財年鋰價預測介乎30%至100%。報告料贛鋒鋰業(01772.HK) H股配售及汽車芯片短缺因素已反映,並料迎來更多催化劑,包括智利關閉邊境、5月有望納入MSCI指數、股權激勵計劃及新增了江西省宜春市年產七千噸鋰及鋰材項目。麥格理重申予「跑贏大市」評級,上調2021至2023年每股盈測介乎1%至18%,目標價由138元升至144元,料首季純利按年大增57倍。

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