“鉀肥之王”提鋰歸來!鹽湖股份(000792.SZ)復牌高開343%
格隆匯8月10日丨在被暫停上市超14個月後,“鉀肥之王”、曾經的“虧損王”*ST鹽湖今日復牌,股票簡稱“鹽湖股份”,復牌高開343.67%報39.22元,市值2131億元。由於近期市場鋰礦概念股表現火熱,鹽湖股份提“鋰”歸來也因此受到市場高度關注。多家機構紛紛給出了預測目標價,其中,中信建投給予目標價為38.72-44.2元;中信證券給予目標價33.00元。據悉,通過剝離虧損化工資產後,鹽湖股份主營鹽湖資源提取氯化鉀及碳酸鋰、氫氧化鋰等鋰鹽的研發生產業務,是國內鹽湖提鉀提鋰龍頭。2020年公司鉀肥和鋰業務毛利佔比分別為99%和1%,預計2021年鋰業務毛利佔比超過9%。鹽湖資源上,公司坐擁中國最大的可溶性鉀鎂鹽礦牀察爾汗鹽湖,擁有氯化鉀儲量約5.4億噸和氯化鋰儲量約800萬噸。公司現有氯化鉀產能500萬噸,碳酸鋰產能3萬噸,在建鋰鹽產能3萬噸,遠期規劃鋰鹽產能4萬噸。
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