《大行報告》大和:贛鋒鋰業(01772.HK)與特斯拉續簽三年協議僅輕微正面 因鋰價不確定
大和發表研究報告指,贛鋒鋰業(01772.HK)與特斯拉(TSLA.US)簽訂合約,在2022年至2023年期間為其供應電池級氫氧化鋰(lithium hydroxide)產品。該行視今次合約為續約,對公司影響僅輕微正面,因在未來合作上未有驚喜,以及在長期合約上的公式未能確認,因此難以判斷贛鋒鋰業是否能夠在新合約取得更高的鋰價。
該行重申對公司「買入」評級,因應10月江西氫氧化鋰出口數字,可有助公司在第四季的長期合約價表現。
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