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野村:重申赣锋锂业(1772.HK)买入评级 目标价154港元
格隆汇 04-16 17:41

野村发表报告表示,赣锋锂业(1772.HK)发盈喜,料今年首季盈利按年增长57-65倍,至4.5亿至5.1亿人民币,盈利增长主要受锂价格及付运量所带动,维持其买入评级,H股目标价154港元。

该行指,管理层预期赣锋锂业今年第二季盈利将高于首季,因新设的50ktpa氢氧化锂厂提速,加上因滞后效应,公司长期氢氧化锂合约价格将可逐步追及现价。该行估计赣锋锂业今年盈利预测为25亿元人民币,较市场高出43%,相信公司准备好捕捉固态电池的机会。

该行又指,虽然锂价格上升,但天齐锂业(002466.SZ)发盈警,料首季仍录得亏损,该行维持其减持评级,目标价12.4元人民币。

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