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《大行報告》大摩:贛鋒鋰業(01772.HK)2022年至2024年向特斯拉供應電池 料促產能提升及確保盈利增長
阿思達克 11-02 09:11
摩根士丹利發表報告表示,贛鋒鋰業(01772.HK)公布於2022年至2024年將向特斯拉(TSLA.US)供應電池級氫氧化鋰產品,指今次並非公司首次特斯拉訂立合約,指兩公司亦曾於2018年9月訂立供應協議(2018年至2020年,佔贛鋒每年設計產能約20%),雖今次協議目前無具體訂單金額,但該行認為相關協議可支持贛鋒鋰業氫氧化鋰產品產能提升、以及確保其未來盈利增長。 該行指,贛鋒目前旗下基礎鋰工廠(中國)的氫氧化鋰產能為81ktpa(千噸/年),料從2023年之後起公司旗下索諾拉項目(墨西哥)未來可提供產能為20ktpa(千噸/年)及中國豐城工廠碳酸鋰當量(LCE)產能為50ktpa(千噸/年)。 大摩認為,從短期而言假設氫氧化鋰價格不變,預計贛鋒鋰業未來幾個季度的盈利將進一步改善,而贛鋒大部分氫氧化鋰通產品是透過長期合同出售給海外客戶,在現貨市場上,該行注意到自今年9月以來價格強勁上漲。該行維持贛鋒鋰業「增持」評級及目標價189元。
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