《大行》花旗對天齊(002466.SZ)開啟90天上行催化觀察 憧憬潛在供應約束
花旗發表研究報告,對天齊鋰業(002466.SZ)開啟90天上行催化觀察,憧憬未來潛在的供應約束。
該行表示,鋰價在過去數周加速下跌,估計未來三個月應會削減更多供應,令鋰市場由供過於求轉為勉強達致平衡的狀態,短期鋰價有上行風險。不過,今年供過於求的情況仍然存在,未來12個月仍面臨持續壓力。此外,新加入的巨頭如紫金礦業(02899.HK)及力拓集團(RIO.US)亦可能會延長鋰價的下行週期。
花旗現予天齊鋰業「沽售」評級,目標價26.26元人民幣。
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