野村：下调赣锋锂业(01772)目标价至32港元 降天齐锂业(09696)评级至“中性”
野村发布报告称，将赣锋锂业(01772)目标价由56港元下调至32港元，评级“中性”;天齐锂业(09696)目标价由76港元下调至42港元，评级由“买入”下调至“中性”。
该行指出，内地汽车电池供应链的价格竞争，短期将会持续，行业的资本开支有放缓迹象。内地电池生产商第三季平均收入同比增长8%、按季增长4%，增幅小过市场需求增长，主要因为电池平均售价持续下跌。不过随着锂价下跌，电池生产商第三季利润率改善。
原材料供应商方面，出货量按季有增长，但下游价格压力影响每单位的盈利能力，该行预计产能过剩的情况在第四季持续，新产能释放将于年底前达到高峰，对电池制造商及原材料供应商的产能使用率，继续造成压力。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
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