港股異動 | 贛鋒鋰業AH齊漲 機構預計鋰礦價格將在2022年上半年突破3000美元/噸
格隆匯2月14日丨贛鋒鋰業(01772.HK)漲近3%,報122.7港元;贛鋒鋰業(002460.SZ)則漲近4%,報138.29元。中信證券發佈研究報吿稱,澳洲鋰礦生產擾動持續,Q4產量環比下滑。鋰礦價格預計在2022年上半年突破3000美元/噸。鋰礦保供“去澳洲化”成為市場關注點,率先佈局澳洲以外地區鋰資源的公司以及在澳洲本土建設鋰轉化產能的企業預計將受益。推薦贛鋒鋰業(002460.SZ)。國金證券最新研報對贛鋒鋰業(002460.SZ)給出買入評級,認為其目標價位為174元。
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