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大行評級|大華繼顯:上調贛鋒鋰業評級至“買入” 目標價升至30港元

大華繼顯發表研報指,贛鋒鋰業首季虧損按年收窄19%,按季比較收窄75%,雖然期內產品平均售價有所下降,但利潤率同時亦有提升。展望未來,該行預期贛鋒鋰業的利潤將受到銷售量增長、碳酸鋰價格趨向穩定、產品組合改善以及電池回收業務增長所推動,將2025至2027年淨利潤預測分別上調至3.88億、12.88億和22.33億元,評級從“持有”上調至“買入”,目標價從20港元升至30港元,認爲最壞的時期已經過去,相信負面因素已充分反映在股價表現之上。

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