《大行報告》高盛上調贛鋒鋰業(01772.HK)目標價至230元 評級「買入」
高盛發表研究報告指,贛鋒鋰業(01772.HK)上半年經常性淨利潤為9.88億元人民幣,比該行預期高出53%,主要來自於生產成本改善。
該行將其2021至2025年碳酸鋰中國現貨價值預測上調4%至7%至每噸1.23萬至1.45萬美元,氫氧化鋰價格預測上調9%至23%,以反映全球鋰供需平衡趨緊。高盛指出,贛鋒鋰業最近宣布擴張及收購計劃,基於鋰價預測提升,將贛鋒2021至2025年經常性淨利潤預測上調35%至62%。
高盛認為,贛鋒可受惠於全球電動汽車市場強勁增長,將2021至2025年全球鋰需求預測上調8%至14%,將2030至2040年需求預測上調13%至14%,維持對贛鋒的「買入」評級,目標價由140元上調至230元。
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