《大行報告》高盛上調贛鋒鋰業(01772.HK)目標價至246元 續列確信買入名單
高盛發表研究報告,將贛鋒鋰業(01772.HK)2023至2025年經常性溢利預測上調1%至4%,以反映電動汽車電池回收帶來的鋰量增加。由於銷量預測提升,該行並將2023至2025年鋰化合物的銷售預測上調6%至7%,長遠預測上調16%,維持「買入」評級,續列入「確信買入」名單。
該行預期,電動汽車電池回收至2030年將為公司貢獻16%的鋰銷量及9%的利潤。憑藉贛鋒在鋰回收方面的獨特優勢,包括現有鋰處理能力遠大於同行、強大的鋰生產精煉技術,以及在綜合模式下回收磷酸鐵鋰電池的盈利能力,預計贛鋒至2030年LFP電池回收業務的市場份額將提升至50%。
贛鋒新項目建設基本步入正軌,高盛預計贛鋒的鋰化合物產量將增加到2025年的27.3萬噸,加上多個上游綜合項目運營及電動汽車電池材料回收,預計到2025年公司自給自足率將從2021年的35%提升至64%,相應將目標價由230元上調至246元。
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