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《大行報告》花旗對贛鋒鋰業(01772.HK)開啟30天上行催化觀察
花旗發表報告,宣布對贛鋒鋰業(01772.HK)開展為期30天的上行催化觀察,指出由於農曆新年的季節性影響正在減弱,預期未來幾星期電池供應鏈可能會出現新一輪補貨,預期3月份電池需求及產量將錄得按月增長,而需求上升、加上鋰輝石價格趨穩,料成為贛鋒鋰業股價正面催化劑,目標價37.7元。 花旗對贛鋒鋰業給予「買入」評級,從該公司與主要客戶簽訂的長期合同來看,認為贛鋒是一家優質的鋰化合物供應商,在過去幾個月承受住鋰價暴跌的考驗,又指該公司的大部分高成本庫存已於去年第二至第四季消耗或注銷,因此預期業績或已見底。另外,該行預期春節後的需求回升,亦可能為電池供應鏈及鋰產業帶來新的補貨窗口。
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