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研報掘金丨開源證券:鹽湖股份成長可期,首予“買入”評級
格隆匯 02-13 14:57

開源證券研報指出,鹽湖股份(000792.SZ)依託優質的察爾汗鹽湖資源,聚焦鉀、鋰雙主業,目前擁有500萬噸/年氯化鉀、3萬噸/年碳酸鋰產能,是國內鉀、鋰龍頭企業,規劃4+3萬噸/年碳酸鋰,成長可期。新公司法下,公司資本公積金彌補後的期末未分配利潤爲288.4億元(截至2024三季報),分紅潛力雄厚。看好公司不斷鞏固國內氯化鉀龍頭、碳酸鋰低成本典範的優勢地位,當前鉀鋰處於景氣底部、靜待反轉。隨着中國五礦成爲公司實控人,看好雙方共建世界級鹽湖產業基地、打造世界級鹽湖產業集團,助力公司全面邁向高質量發展,首次覆蓋給予“買入”評級。

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