《大行報告》摩通上調贛鋒鋰業(01772.HK)目標價至210元 評級「增持」
摩根大通發表報告,預期目前鋰價的上升將持續至今年年底,由於估值昂貴,該行維持對新能源車電池行業的選擇性,而贛鋒鋰業(01772.HK)續為行業喜好股份之一。
該行表示,年初至今碳酸鋰及氫氧化鋰現貨格分別上升了123%及144%,受終端需求強勁,及上游鋰輝石價格上升推動,估計碳酸鋰及氫氧化鋰近期的價格會繼續走高。
摩通上調贛鋒鋰業股份目標價,由180元升至210元,評級維持「增持」,並調升集團今明兩年盈利預測分別45%及15%,以反映鋰價預測上調。
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