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大行評級 | 大摩:中資原材料股首選天齊鋰業、贛鋒鋰業等
格隆匯9月15日丨大摩發表評級報告,預計下半年原材料基礎設施需求將會回升,並延續至2023年,惟這應該在一定程度上被地產及防疫政策等因素有所抵銷,因此該行表示,隨着今年第四季基建工程項目展開,加上新冠防疫政策或進一步放寬,料需求將於明年次季開始恢復起來。 在中資原材料股之中,該行首選分別爲天齊鋰業(9696.HK)、贛鋒鋰業(1772.HK)、中鋁(2600.HK)及中建材(3323.HK)。
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