郭家耀: 港股短線料續整固 贛鋒鋰業(01772.HK)合營西澳擴產提振自給率
安里資產管理董事總經理郭家耀稱,美股周四(7日)先跌後反彈,投資者對加息前景憂慮仍在,大市早段低開後跌幅擴大,道指一度急跌超過300點,其後低位有趁低吸納,三大指數最終錄得升幅收市。美元走勢持續向好,美國十年期債息上升至2.66厘水平,油價先升後跌,金價反覆向好。港股預託證券大致偏軟,預料大市早段跟隨低開。內地股市下滑,滬綜指低開低走,收市下跌1.4%,滬深兩市成交額略為減少。
港股連日回落,投資者憂慮內地疫情影響企業盈利,加上聯儲局加息預期升溫,不利大市表現,指數失守22,000點水平,成交進一步縮減。預料短線市況繼續整固局面,指數在21,500點水平有較佳支持,上方阻力在22,500點附近。
另贛鋒鋰業(01772.HK)日前公布與Mineral Resources一致同意,對合資公司Reed Industrial Minerals旗下Mt Marion鋰輝石項目的礦石處理產能進行升級改造。根據初步測算,預計2022年4月前Mt Marion鋰輝石項目的鋰精礦產能,將由原來的每年45萬噸,增加至每年60萬噸。同時,正在規劃第二階段的產能擴建,計劃把現有鋰精礦產能擴張至每年90萬噸,預計在今年底前完成。贛鋒鋰業資料顯示,Mount Marion位於西澳州Kalgoorlie礦區西南40公里處,項目於2017年2月投產,年產量約40萬噸鋰精礦,贛鋒持有RIM的50%股權。進一步提升產能,有助帶動贛鋒的自給率,毛利率水平可望保持高企。
(筆者為證監會持牌人,沒持有上述股份)~
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