贛鋒鋰業“6.4倍首季淨利”穩信心!鋰電板塊大爆發,“寧王”漲近5%,板塊跌夠了嗎?
鋰電概念集體拉昇,鋰礦、鋰電正極、鋰電電解液、鹽湖提鋰等概念漲幅居前。截至發稿,盛新鋰能、天齊鋰業、贛鋒鋰業漲停,西藏礦業、億緯鋰能漲超8%,寧德時代漲超4%。

消息面上,贛鋒鋰業發佈一季度業績公吿,2022年第一季度營業收入53.65億元,同比增長233.91%;歸母淨利潤35.25億元,同比增長640.41%。
小摩發佈研究報吿稱,即使面對較高的市場預期,贛鋒鋰業首季盈利表現仍遠勝於預期水平,相信第二季盈利或可再歷史新高,預期公司第二季核心盈利可達40億元人民幣以上,下半年需求恢復或導致鋰價反彈。該行維持贛鋒鋰業“增持”評級,目標價180港元,作為鋰行業龍頭,估值非常具吸引力。
持續更新中……
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