《大行報告》大和上調贛鋒鋰業(01772.HK)目標價至152元 評級「買入」
大和發表報告指,贛鋒鋰業(01772.HK)上遊及下遊業務同時擴張,加上管理層原預期碳酸鋰價格次季進一步下降,惟由於受到中國LFP汽車電池需求強勁所支持,價格未有下降,管理層甚至預期碳酸鋰價格於第三季將進一步上升。另外氫氧化鋰自第三季起供應緊張,料長期合約價格將會反彈。在產能提升及價格上升的支持下,該行重申贛鋒鋰業評級「買入」,反映配股對每股盈利3.5%的攤薄效應後,仍上調目標價自150元上調至152元。
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