《大行报告》瑞银上调赣锋锂业(01772.HK)目标价至94.5元 评级「中性」
瑞银发表报告指,基於电动车的渗透率提高,料2025年增至20%,及2030年进一步增至50%,该行上调对锂价的展望,且不认为锂供应方面已为未来的需求做好准备。
瑞银上调未来五年锂价预测超过10%,长期预测亦升4%至17%,并将赣锋锂业(01772.HK)股份目标价由69元上调至94.5元,以反映该行对中长期商品价格预测提高、集团的销量增长强劲及盈利预测上调,投资评级则维持「中性」。
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