《大行報告》大摩引述贛鋒鋰業(01772.HK)管理層料對鋰價前景樂觀 正持續進取拓展上游資源
摩根士丹利發表研究報告指,與贛鋒鋰業(01772.HK)管理層進行投資者會議,引述贛鋒鋰業管理層稱繼續看好氫氧化鋰及碳酸鋰市場,公司積極拓展上游資源,同時對下游需求及鋰價前景維持樂觀。
報告指出,贛鋒鋰業今年目標生產6萬噸氫氧化鋰、2.5萬噸碳酸鋰及1,600噸鋰金屬,預期阿根廷約4萬噸產能將於明年中投入服務。
管理層預期下半年氫氧化鋰價格有進一步上行空間,並認為電池生產商訂單將較進取,短期內未見供應過多的風險。該行基於2022年預測市盈率的約44倍,給予目標價143元,予「增持」評級。
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