贛鋒鋰業AH股齊創歷史新高 總市值超2500億元人民幣
格隆匯7月21日丨贛鋒鋰業(1772.HK)高開高走,盤中高見164.5港元創歷史新高,現大漲11.3%報163.5港元,該股年內已累漲超70%;贛鋒鋰業(002460.SZ)漲停,現報185.9元創歷史新高,該股年內已累漲超80%,總市值超2500億元人民幣。天風證券研報指出,2021年多家下游鋰電企業均進行了大規模的擴產,鋰電設備戴維斯雙擊有望即將來臨。由於鋰電設備普遍產能緊張,終端訂單逐步擴散至二線廠商;鋰電設備轉入賣方市場,供需非常緊張。摩通亦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。該行上調將贛鋒鋰業H股目標價由130港元升至180港元,評級“增持”。


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