赣锋锂业一举升目标价至83.5港元,评级“跑赢大市”

麦格理证券
Mar 05

一、目标价大幅上调麦格理证券发布研报,将 赣锋锂业 (01772。HK)的H股目标价大幅上调120%至83.5港元,并将其A股目标价上调53%至84.3元人民币。同时,该行维持对赣锋锂业的“跑赢大市”评级。这一调整反映了市场对该企业未来表现的高度期待。二、能源储存系统需求驱动锂价上涨麦格理指出,能源储存系统(ESS)的需求预计将超出市场预期,主要得益于政策支持推动更大规模和更快速度的ESS建设。...

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