天齊鋰業 (002466 CH): 擁有定價權的鋰資源行業巨頭 November 17, 2017

投資概要

  • 公司是擁有定價權的鋰資源巨頭和鋰鹽生產龍頭
  • 下游需求持續向好,價格不斷提高
  • 2016年業績躍升五倍,2017年前三季度業績保持升軌,增近三成
  • 產能再度擴張,業績飛漲有望

投資建議&

天齊鋰業控股了全球在產規模最大最好的鋰礦石資源,擁有目前全球規模最大的礦石提鋰加工產能,獨特的資源稟賦優勢和掌握的定價權優勢令其成為國內新能源車產業鏈上游板塊的最佳標的。我們預計公司2017/2018年的每股盈利分別為2.19,2.69元人民幣,目標價83.2人民幣元對應2018年30倍預計市盈率,首次覆蓋給予買入評級。

About the author

Profile photo of Zhang Jing

Zhang Jing
Phillip Securities (HK)

Bachelor Degree in Tongji University of Engineering; Master Degree in East China Normal University of finance. Currently covering the automobile and air sectors. She has years of experience in investment research and is good at combining analysis for the companies with industry prospects.

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