郭家耀: 新經濟股續升支撐港股 紫金(02899.HK)藉併購進軍電動車材料
安里資產管理董事總經理郭家耀稱,美股周一(18日)個別發展,能源價格急升,市場憂慮通脹加劇令聯儲局加快收緊貨幣政策,債息普遍上升,拖累道指一度跌幅超過200點,其後逐步收復失地,收市仍錄得溫和跌幅,科技股表現強勢,標普500指數及納指倒升收市。美元走勢向好,美國十年期債息上升至1.58厘水平,油價再創多年高位,金價則反覆受壓。港股預託證券大致向好,預料大市早段跟隨外圍高開。內地股市反覆低收,第三季經濟增長遜預期,滬綜指低開低走,收市下跌0.1%,滬深兩市成交額略為增加。
港股昨日反覆向上,指數早段高開後一度受壓,其後逐步回升,收市錄得溫和升幅,大市成交保持清淡。外圍反覆靠穩,新經濟股持續向好,有利大市進一步上試高位,預料指數阻力在25,800點水平,下方支持在24,800點附近。
另紫金礦業(02899.HK)公布以每股6.5加元現金,收購加拿大鋰鹽商新鋰公司,是次交易總額約9.6億加元。新鋰公司的核心資產為持有阿根廷3Q鋰鹽湖項目,位於阿根廷西北部,該項目資源量大、品位高、雜質低,開發條件好,具有較大的擴產潛力。2016年10月以來,新鋰公司已在鹽湖區建成兩套試驗性蒸發池系統,並建有一座年產能40噸碳酸鋰的試驗工廠。今年6月新鋰公司已產出純度為99.891%的電池級碳酸鋰。紫金礦業承諾,將保留新鋰公司的本地運營子公司Liex的現有管理層和團隊。根據研究,3Q項目總儲量130萬噸,總資源量高達760萬噸,項目設計年產能為20,000噸,總資本支出為3.19億美元,單位現金運營成本為每噸2,914美元,處於全球碳酸鋰生產成本的最低水平。公司預計將在下半年完成最終可行性研究,然後開始建設。雖然今次收購相對於紫金目前的資產規模較細,但管理層的目標是擴展業務到電動汽車相關金屬材料,為未來業績更添增長動力。
(筆者為證監會持牌人,沒持有上述股份)~
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