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《大行报告》大和:2021-2023年氢氧化锂价格前景看涨 赣锋锂业(01772.HK)受惠
阿思达克 05-31 10:28
大和发表的研究报告指,5月28日内地电池原材料股份股价反弹,多只相关A股亦升停,该行认为股价反弹主要因为美国通过针对电动车的税务政策,将每辆车税收抵免上限由7,500美元升至1.25万美元,料将为新能源车行业带来正面支撑。

该行倾向选择锂行业多於其他物料,主要基於其平均销售单价的势头,大和指出在锂行业中料氢氧化锂价格於2021-23年将升,不过就对碳酸锂价格看法维持审慎,认为南美供应将增,而镍及钴供应亦有潜在上行。至於石墨阳极方面,该行留意到石墨化及刺针成本维持在言位,不过相关成本未必会转嫁至平均销售单价提升,主要因为龙头供应商仍在寻求提升市场份额。

长远而言该行建议投资留意存在结构性短缺的潜在长远电池原料合约,特别是氢氧化锂、六氟磷酸锂及聚偏二氟乙烯等,相信有望成为相关行业的股价催化剂。在H股方面该行予赣锋锂业(01772.HK)「买入」评级,洛阳钼业(03993.HK)评级则为「跑赢大市」。(el/a) ~

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