天齊鋰業:鋰精礦定價機制階段性錯配會逐步減弱,對公司後續經營產生正向影響
天齊鋰業最新業績交流記錄透露,截至2024年3月底,公司鋰化工產品生產基地於2023年自泰利森採購的鋰精礦庫存尚有一定存量。基於公司原料出庫和產成品銷售的成本結轉採用移動加權平均法計量,預計後續隨着公司從泰利森新採購的化學級鋰精礦的入庫,以及公司鋰化工產品生產基地穩定生產運營和銷售對現有鋰精礦庫存的逐步消化,公司各生產基地的化學級鋰精礦出庫成本會逐步貼近最新採購價格,鋰精礦定價機制的階段性錯配也會逐步減弱,從而對公司後續的經營產生相對正向影響。根據今年以來更新的泰利森化學級鋰精礦定價機制以及鋰精礦的市場價格走勢,我們可以看到,2024年一季度以來的泰利森化學級鋰精礦定價比2023年四季度的定價顯著降低;目前,我們正在從積極正面的方向與文菲爾德及相關方溝通討論和規劃鋰精礦採購節奏,以期通過合理採購今年定價機制更新後、更貼近市場價格的化學級鋰精礦來逐步攤薄和降低公司鋰化工產品生產基地的精礦出庫成本,從而為公司的經營帶來相對正向影響。另外,公司還表示,今年一季度以來,下游補庫情緒比較積極,公司國內鋰產品的具體銷售價格仍是結合不同客户的商業需求和商務條件隨行就市確定。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.