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《大行報告》麥格理上調贛鋒鋰業(01772.HK)目標價至183元 評級「跑贏大市」
阿思達克 07-23 14:29
麥格理與贛鋒鋰業(01772.HK)管理層對話後發表研究報告,指管理層料鋰產品價格將在第三/四季進一步升至超過12萬元人民幣/每噸,主因新能源車的滲透率,以及ESS的採用,而直至2022年上半年,料無新增供應。

該行指,鋰市場會一直處於供不應求的情況,公司已積極收購上游企業,及在中外擴張下游廠房,以發揮其成本優勢。公司股價已自2020年10月起,跑贏MSCI中國指數290%,故將其剔出買入名單,但相信公司長遠仍然有上升空間,因其不單是鋰產品供應商,更是電池供應鏈龍頭,因而獲更高的估值。

該行升贛鋒2021至23年每股盈利分別5%、29%及3%,目標價由142元升至183元,評級「跑贏大市」。

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