麦格理：一举升赣锋锂业(01772)目标价至83.5港元评级“跑赢大市”

智通财经03-04

智通财经APP获悉，麦格理发布研报称，大幅上调赣锋锂业(01772)H股目标价120%至83.5港元，赣锋锂业(002460.SZ)A股目标价上调53%至84.3元人民币，评级“跑赢大市”。麦格理预期能源储存系统(ESS)需求将超出市场预期，因政策支持将激励更快、更大规模的ESS建设。ESS需求已推升锂价走高，预期未来将进一步上涨。该行将2026及27年度锂价预测分别调升71%及30%，以反映更...

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麦格理：一举升赣锋锂业(01772)目标价至83.5港元 评级“跑赢大市”

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麦格理：一举升赣锋锂业(01772)目标价至83.5港元评级“跑赢大市”