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贛鋒鋰業(01772.HK)曾漲逾9%觸及157元 與Tesla簽供應訂單獲大行看好
阿思達克 11-02 10:50
贛鋒鋰業(01772.HK)與近日股價勢如破竹屢破頂的美國最大電動車生產商Tesla(TSLA.US)簽訂電池級氫氧化鋰產品供應合同。該股今早扭三連跌,重越20天、10天及50天線(145.6-150.5元),最多漲9.3%高見157元,現報152.7元,回升6.3%,成交增至476萬股,涉資7.35億元。 贛鋒鋰業公布,明年起正式向Tesla供應電池級氫氧化鋰產品,為期三年。大摩料有關合約可支持公司產能提升及確保盈利增長,重申贛鋒「增持」評級看189元;麥格理指獲取特斯拉訂單有助於未來收入透明度,上調贛鋒未來3年每股盈測48%/5%/31%,以及上調目標價半成至208元及重申「跑贏大市」評級。
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