中金:下調贛鋒鋰業A/H目標價 疫情打擊需求
中金公司發表研究報告指出,贛鋒鋰業(1772.HK)去年業績受到鋰價下行拖累,考慮新冠疫情全球擴散對需求的衝擊,決定下調該公司盈利預測,並調低公司A/H股目標價至49.1元人民幣和28.5港元。
報告指出,由於新冠疫情的全球擴散,鋰鹽下游電動汽車、3C電子以及工業應用等需求均受到了較大的影響,行業企穩復甦的時點可能較預期慢,而公司2019年鋰產品毛利率同比下降至27.2%,成為拖累去年業績的主因。
中金報告指,考慮新冠疫情衝擊,下調該公司2020/2021年淨利潤預測50%/42%至4億元/9.1億元人民幣。
贛鋒鋰業早前公佈,截止2019年12月底止年度,母公司擁有人應佔年內溢利3.61億元人民幣,減少81.1%,每股盈利0.28元人民幣。

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