贛鋒鋰業(01772.HK)續漲逾7%成交增 獲大和升目標價至152元
獲大和升目標價至152元的贛鋒鋰業(01772.HK)連升第二天,今天股價突破本月下降軌,最高見115.6元,現造114.9元,續漲7.5%,成交增至658萬股,涉資7.4億元。
大和昨天表示,贛鋒鋰業上下遊業務同時擴張,加上管理層原預期碳酸鋰價格次季進一步下降,但由於受到內地LFP汽車電池需求強勁所支持,價格並無下降,且管理層甚至預期碳酸鋰價格於第三季將進一步上漲。此外,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支持下,該行重申其「買入」評級及目標價略升至152元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.