龙蟠科技(02465)盘中拉升逾17%,截至发稿,股价上涨15.64%,现报5.25港元,成交额9376.26万港元。
近日,国泰君安发布研报,重申对龙蟠科技(02465)的“买入”投资评级和6.50港元的目标价。该行给出的目标价对应34.2倍2025年市盈率和5.5倍2026年市盈率,相较我们使用DCF估值法得出的8.55港元估值有24.0%的折让。
该行指出,印尼主权财富基金印尼投资局(INA)已完成对龙蟠科技在印尼的运营子公司的1.5亿美元投资。龙蟠科技成为中国内地第一家在海外部署和规模化生产的LFP正极材料制造商。该行认为INA的投资反映了印尼政府对龙蟠科技印尼工厂的大力支持。预计投资所得款项将用作一般营运资金,并用于锂源(亚太)二期的开发。此次投资对龙蟠科技来说是一个非常积极的发展。
责任编辑:卢昱君
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.