《大行報告》瑞銀升贛鋒鋰業(01772.HK)評級至「買入」 目標價上調至182.6元
瑞銀髮表報告,認爲市場沒有充分認識到贛鋒鋰業(01772.HK)在行業上升期的利潤增長潛力,認爲進一步提高自給率會是銷量的催化劑,評級由「中性」升至「買入」,目標價由94.5元大升至182.6元。
瑞銀將贛鋒鋰業2021年至2023年的每股盈利預期提高了73%至168%,以反映更新後的鋰價預測。據該行目前預測,明年碳酸鋰/氫氧化鋰/鋰輝石的價格將分別爲每噸25,000/25,000/1,800美元,並料贛鋒鋰業今年已經改善的利潤率將在明年及後年很好地維持。
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