大摩：予赣锋锂业 “增持”评级 上调目标价至48元
© Reuters. 大摩：予赣锋锂业(01772)“增持”评级 上调目标价至48元
智通财经APP获悉，摩根士丹利发表研究报告指，予赣锋锂业 (HK:1772)(SZ:002460)“增持”评级，上调目标价至48元。
报告指，中国锂市场7月以来已出现供不应求情况。随着中国锂需求强劲复苏，但供应未见增加。国内及欧盟电动汽车市场的需求持续增长，将令10月的碳酸锂库存急剧减少。大摩预期第四季至2021年锂价可能进一步上升。
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