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《大行報告》大和上調贛鋒鋰業(01772.HK)目標價至205元 評級「買入」
大和發表的研究報告指,將贛鋒鋰業(01772.HK)目標價由168元升至205元,以反映公司在鋰業及電池方面的增長前景,維持評級「買入」。 該行指出7月30日公司宣布為贛鋒鋰電引入20個策略投資者,涉資9.71億元人民幣(下同),其中小米(01810.HK)兩家子公司為領頭投資者,而其他投資者則包括東風集團股份(00489.HK)及OPPO。假如贛鋒鋰電未能在2025年底前完成IPO則將有回購義務,這是贛鋒首次公開有意分拆贛鋒鋰電上市的意願。儘管公司最近與東風就電池交易訂立協議並有意夥小米打造電動車,該行認為贛鋒鋰電將聚焦於消費者級別的TWS電池及LFP電池而非電動車電池。 另外,在鋰價方面勢頭仍然強勁,留意到寧德時代(300750.SZ)發布的納離子電池亦去除了市場憂慮,認為往後未有限制鋰價的因素,故將今年氫氧化鋰及碳酸鋰價格預測上調。另外,公司於7月30日宣布計劃增資8億美元至海外併購子公司,意味往後將有潛在併購。(el/k) ~
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