《新股消息》力勤資源(02245.HK)料明年鎳價回落至2萬美元 產能有序提升
鎳生產商力勤資源科技(02245.HK)今日(21日)起至周四(24日)招股,創辦人、執行董事兼董事會主席蔡建勇表示,近年鎳價格呈波動升趨勢,年內平均達到2.1萬至2.2萬美元,預測鎳價於2023年將回落至約2萬美元,至2024年進一步跌至1.8萬美元。
他解釋,新能源行業另一主要原材料鋰的產能提升速度未能跟上需求增長,因此在價格上有較大波動,而鎳資源豐富,印尼等主要原產國產能有望提升,公司憑藉成熟工藝,生產成本維持平穩,產能亦在有序提升,目前有6條鎳鈷化合物及20條鎳鐵生產線正在規劃建設,因此相信即使鎳價稍微回落,盈利能力亦具有可持續性及較高確定性。
他又指,未來計劃拓展上游資源渠道,尋找優質投資機會,並把握下游增長機遇,提升研發能力,最終實現向一帶一路戰略國家推廣碳中和及碳達峰目標。
公司與基石投資者寧德時代(300750.SZ)達成戰略合作,成立合資公司CBL,並引入印尼投資方,於當地參與普勤時代項目,預期投資額高達60億美元,憧憬項目將加快推進。
談及現時市況波動,蔡建勇表示,是次上市是根據公司業務規劃、技術能力及項目發展步伐而推進,認為現在是上市最佳時期,同時長遠看好港股市場發展。
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