新能源車材料概念太火爆，摩根大通上調贛鋒鋰業目標價至 180 港元

智通財經
2021.07.19 07:34
摩根大通發表報告表示，內地新能源汽車材料板塊估值最近大升，一個月之內行業平均未來一年預測市盈率，已由 80 倍升至逾 110 倍。該行相信價值輪轉趨勢預演及新能源車增長數據持續強勁屬兩大推手。該行指，短期而言，由下至上的內地行業數據及政策趨勢料仍利好。考慮行業估值高企，對板塊內股份具選擇性，偏好受惠可受惠內地熱銷新能源車款的供應商。該行板塊首選為港股贛鋒鋰業、A 股華友鈷業及天賜材料。該行上調贛鋒鋰業港股目標價由 130 港元升至 180 港元，評級增持。
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