《大行》麦格理一举升赣锋锂业(01772.HK)目标价至83.5元 评级“跑赢大市”

阿斯达克财经
Mar 04

麦格理发表报告,大幅上调赣锋锂业(01772.HK) 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%,以反映更强劲的需求前景...

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