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《大行報告》大摩:贛鋒鋰業(01772.HK)季績遜預期 似乎因資產減值損失導致
摩根士丹利發表報告指,贛鋒鋰業(01772.HK)發盈警,預計2023年度淨利潤介乎42億至62億元人民幣,按年下降70%至80%。以中位數計算,報告估算集團第四季淨虧損15億元人民幣,對上一季則錄純利2億元人民幣。該行指,集團業績遜於預期,相信主要是由於鋰轉換和電池製造的利潤率低於預期。此外,意外的資產減值亦可能是一個影響的因素。 該行又認爲,澳洲Mt Marion礦和阿根廷Cauchari-Olaroz鋰鹽湖項目進一步增加產能,所降低的成本將爲集團的未來盈利提供一定支撐。報告予贛鋒「增持」評級,H股目標價33元。
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