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東岳(00189.HK)逆新能源車相關股續漲逾半成曾見19.78元紀錄高
東岳集團(00189.HK)三連升,今早股價更逆新能源車等相關股再突破本月2日盤中所創上市高位18.2元,最多漲9.9%高見19.78元新高,現報18.94元,續升5.2%,成交已有2,446萬股,涉資4.7億元。 然而,比亞迪(01211.HK)及長汽(02333.HK)分別失守10天線(270.1元)及20天線(33.95元),低見259.8元及32.5元,現報260.2元及32.9元,續跌4.8%及4.9%。贛鋒鋰業(01772.HK)扭兩連升,股價低見149.2元,現報152.6元,回吐5.2%;吉利汽車(00175.HK)失守10天線,最低見27.35元,現報27.7元,續跌2.6%。小鵬汽車(09868.HK)及才上市第三天理想汽車(02015.HK)續跌3.5%及4.8%分別低見150.2元及106.1元新低。 瑞信上月尾認為PVDF製銷商東岳是新能源車供應鏈中的一隻潛力股。基於近期PVDF(聚偏二氟乙烯,氟碳塗料的原材料之一)價格急升(已較今年上半年飆75%),該行上調東岳未來三年每股盈測10%-24%,目標價相應由6.9元大幅上調至17.5元,維持「跑贏大市」評級。報告指,內地PVDF市場正經歷供需失衡,源於新能源車組裝帶來需求急增,但在更嚴格審批下新供應有限,料供應緊張情況將持續兩至三年。而東岳透過利用氟化物方面專長,有能力生產達汽車鋰電池標準PVDF,而其綜合價值鏈有助捕捉是次PVDF價格上升機會,該行估算PVDF價格每增長10%,將提振東岳經營溢利增長6%。儘管過去一個月該股累飆120%,但股價仍僅相當於明年預測市盈率15倍,或市賬率2.3倍,較電池材料同業有70%大幅折讓。
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