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《大行報告》摩通升贛鋒鋰業(01772.HK)目標價至180元 屬新能源車材料板塊首選
摩根大通發表報告表示,內地新能源汽車材料板塊估值最近大升,一個月之內行業平均未來一年預測市盈率,已由80倍升至逾110倍。該行相信價值輪轉趨勢預演及新能源車增長數據持續強勁屬兩大推手。

該行指,短期而言,由下至上的內地行業數據及政策趨勢料仍利好。考慮行業估值高企,對板塊內股份具選擇性,偏好受惠可受惠內地熱銷新能源車款的供應商。該行板塊首選爲贛鋒鋰業(01772.HK)H股、華友鈷業(603799.SH)及天賜材料(002709.SZ)。

該行上調所覆蓋新能源車電池材料股盈測介乎6%至18%,以反映新能源車增長展望更佳。該行上調贛鋒鋰業H股目標價由130元升至180元,此相當於綜合2021財年及2022財年市盈率75倍,評級「增持」。

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