美银证券：赣锋锂业(01772.HK)锂价回调反映多重忧虑公司指市场需求预期已过于悲观

智通财经09-18

【美银证券：赣锋锂业(01772.HK)锂价回调反映多重忧虑公司指市场需求预期已过于悲观】智通财经APP获悉，美银证券发布研报称，赣锋锂业(01772.HK)在电话会议上讨论近期锂价弱势，似乎反映多重市场忧虑，包括主要行业参与者削减订单的传闻、电池出货强劲但下游储能装机及电动车销售未跟上所引发的供需错配及库存累积忧虑、上海有色网(SMM)数据修订所引发的隐性库存猜测，以及高仓单未必代表库存充裕等问题。该行维持"买入"评级，H股目标价70港元。

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美银证券：赣锋锂业(01772.HK)锂价回调反映多重忧虑 公司指市场需求预期已过于悲观

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美银证券：赣锋锂业(01772.HK)锂价回调反映多重忧虑公司指市场需求预期已过于悲观