《大行报告》大摩引述赣锋锂业(01772.HK)管理层料对锂价前景乐观 正持续进取拓展上游资源
摩根士丹利发表研究报告指,与赣锋锂业(01772.HK)管理层进行投资者会议,引述赣锋锂业管理层称继续看好氢氧化锂及碳酸锂市场,公司积极拓展上游资源,同时对下游需求及锂价前景维持乐观。
报告指出,赣锋锂业今年目标生产6万吨氢氧化锂、2.5万吨碳酸锂及1,600吨锂金属,预期阿根廷约4万吨产能将於明年中投入服务。
管理层预期下半年氢氧化锂价格有进一步上行空间,并认为电池生产商订单将较进取,短期内未见供应过多的风险。该行基於2022年预测市盈率的约44倍,给予目标价143元,予「增持」评级。
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