《大行》大摩调整天齐锂业(09696.HK)及赣锋锂业(01772.HK)目标价若下半年股价疲弱为吸纳机会

阿斯达克财经04-09

摩根士丹利指出，中国锂价格已回稳，受益于今年以来胜预期的需求及潜在供应阻断。3月阴极及电池订单胜市场预期，4月订单持续录得约10%增长，为锂价提供支撑。加上市场预期4月原材料锂云母生产或基于环保相关调查而暂停，导致中国锂价回稳。该行认为锂供应仍会在今年出现过剩，但过剩情况正缩减，锂价格在锂云母供应阻断忧虑结束时或面对下行压力。该行又指，销售渠道显示每公吨80至100元人民币碳酸盐价格为中国锂云母与...

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《大行》大摩调整天齐锂业(09696.HK)及赣锋锂业(01772.HK)目标价 若下半年股价疲弱为吸纳机会

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《大行》大摩调整天齐锂业(09696.HK)及赣锋锂业(01772.HK)目标价若下半年股价疲弱为吸纳机会