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《大行報告》大摩:贛鋒鋰業(01772.HK)未見智利大選影響當地鋰礦開採
阿思達克 12-22 10:03
智利左翼候選人博里奇當選總統。摩根士丹利與贛鋒鋰業(01772.HK)管理層舉行會議,管理層表示集團在智利沒有項目,暫時對當地鋰業沒有影響,但不排除該國會提高稅率和成立國有鋰業公司,這可能會影響外資對智利的投資,長遠為鋰供應帶來一些不確定性。該行對贛鋒鋰業持「增持」評級,目標價199元。 管理層指出,在中國碳酸鋰的現貨價格一直跑贏氫氧化鋰,是由於較高的原材料成本,碳酸鋰價格對市場變化的敏感度高以及衍生產品的出現。管理層預計,氫氧化鋰的現貨價格將在未來逐漸趕上碳酸鋰,對於公司而言,由於氫氧化鋰的長期銷售性質,其實際價格大多仍落後於現貨價格,預計價格會穩步改善。 管理層認為,鋰輝石精礦的承購量仍足以滿足贛鋒的鋰化工生產,預計其目前的鋰輝石精礦庫存為4-5個月。該公司已與新供應商簽署了更多2022年以後的承購協議。
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