《大行報告》大和上調贛鋒鋰業(01772.HK)目標價至168元 評級「買入」
大和發表研究報告指,贛鋒鋰業(01772.HK)發盈喜預期上半年淨利潤將介乎13億至16億元人民幣,較早前預測的8億至12億元人民幣增加。
大和指,贛鋒鋰業預期上半年扣除非經常性損益後的淨利潤達到8億至11億元人民幣,超出該行預期,即次季扣除非經常性損益後淨利潤按季增長72%至174%,相信第三季將繼續錄得按季升幅。
該行指,鋰價持續上揚,當中氫氧化鋰價格自第一季反彈,碳酸鋰價格亦正進入上升軌跡,預期贛鋒第三季銷售均價將按季上升,在新能源汽車市場熾熱情況下,電池級的氫氧化鋰價格料將升至每噸10萬元人民幣以上。
大和重申對贛鋒鋰業的「買入」評級,今年每股盈利預測上調18%,估計全年碳酸鋰價格將達到每噸8.7萬元人民幣,氫氧化鋰價則料升至8.2萬元,目標價由152元升至168元。
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