新能源车材料概念太火爆，摩根大通上调赣锋锂业目标价至 180 港元

Zhitong
2021.07.19 07:34
摩根大通发表报告表示，内地新能源汽车材料板块估值最近大升，一个月之内行业平均未来一年预测市盈率，已由 80 倍升至逾 110 倍。该行相信价值轮转趋势预演及新能源车增长数据持续强劲属两大推手。该行指，短期而言，由下至上的内地行业数据及政策趋势料仍利好。考虑行业估值高企，对板块内股份具选择性，偏好受惠可受惠内地热销新能源车款的供应商。该行板块首选为港股赣锋锂业、A 股华友钴业及天赐材料。该行上调赣锋锂业港股目标价由 130 港元升至 180 港元，评级增持。
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