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大行評級|大和:鋰價明年第一季有下跌風險 下調贛鋒鋰業評級至“跑輸大市”
格隆匯 12-05 10:21
大和發表報吿指,中國鋰價明年第一季有下跌風險,在鋰平均售價回升前,認為贛鋒鋰業股價不大可能反彈,將評級由“跑贏大市”下調至“跑輸大市”,目標價由29港元降至23港元。大和指,贛鋒鋰業近期股價反彈可能難以持續。注意到贛鋒鋰業H股在11月份上升約18%,相信主要是受到中國鋰平均售價在該月上升4%所推動。但該行預期11月鋰期貨平均售價的升幅將難以持續。該行提醒投資者明年第一季中國電動車電池需求將可能出現按季下降,打壓鋰價格,將對贛鋒鋰業H股股價造成負面影響。
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