鋰電概念狂飆！贛鋒鋰業 AH 股齊創歷史新高

格隆匯
2021.07.21 02:52

贛鋒鋰業 (1772.HK) 高開高走，盤中高見 164.5 港元創歷史新高，現大漲 11.3% 報 163.5 港元，該股年內已累漲超 70%；贛鋒鋰業 (002460.SZ) 漲停，現報 185.9 元創歷史新高，該股年內已累漲超 80%，總市值超 2500 億元人民幣。

天風證券研報指出，2021 年多家下游鋰電企業均進行了大規模的擴產，鋰電設備戴維斯雙擊有望即將來臨。由於鋰電設備普遍產能緊張，終端訂單逐步擴散至二線廠商；鋰電設備轉入賣方市場，供需非常緊張。摩通亦上調所覆蓋新能源車電池材料股盈測介乎 6% 至 18%，以反映新能源車增長展望更佳。該行上調將贛鋒鋰業 H 股目標價由 130 港元升至 180 港元，評級 “增持”。

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