《大行》美銀證券:寧德時代宜春鋰礦停產令供應減少 升贛鋒(01772.HK)天齊(09696.HK)評級至「買入」 大幅上調目標價
美銀證券發表研究報告指,寧德時代(03750.HK)江西宜春鋰礦工廠因採礦許可證到期,自8月10日暫停生產。由於當地政府要求8個鋰礦工廠完成資源核查報告,如果檢查變得更加嚴格,部分供應或需要暫停。
該行表示,寧德時代的供應減少,加上旺季需求,或導致每月5,000至1萬噸碳酸鋰當量(LCE)去庫存,今年底的庫存或會下降至介乎約10萬至11萬噸的水平。
該行將贛鋒鋰業(01772.HK)H股評級由「跑輸大市」一舉上調至「買入」,目標價由17元大幅升至35元,又將天齊鋰業(09696.HK)H股評級由「跑輸大市」一舉升至「買入」,目標價由21元大幅上調至50元。
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