野村:重申贛鋒鋰業(1772.HK)買入評級 目標價154港元
野村發表報吿表示,贛鋒鋰業(1772.HK)發盈喜,料今年首季盈利按年增長57-65倍,至4.5億至5.1億人民幣,盈利增長主要受鋰價格及付運量所帶動,維持其買入評級,H股目標價154港元。
該行指,管理層預期贛鋒鋰業今年第二季盈利將高於首季,因新設的50ktpa氫氧化鋰廠提速,加上因滯後效應,公司長期氫氧化鋰合約價格將可逐步追及現價。該行估計贛鋒鋰業今年盈利預測為25億元人民幣,較市場高出43%,相信公司準備好捕捉固態電池的機會。
該行又指,雖然鋰價格上升,但天齊鋰業(002466.SZ)發盈警,料首季仍錄得虧損,該行維持其減持評級,目標價12.4元人民幣。

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