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上市後首虧!贛鋒鋰業2024年虧損超20億,鋰價暴跌成致命傷
格隆匯 03-29 15:43

鋰電行業在過去一年經歷了深度的調整。

昨日晚間,鋰業龍頭贛鋒鋰業發佈2024年年度報告,宣告上市以來首次年度虧損,2024年營收下降超四成。

鋰價的回落,公司業績大幅下滑直至虧損,與之同步回落的還有股價。

贛鋒鋰業的股價從2021年9月的224元高位一路跌落至目前的33.92元,市值從巔峯時期的4000億,縮水至如今不足700億元,大量資金出逃。

營收大降四成,負債逾500億

贛鋒鋰業2024年報顯示,公司2024年度實現營業收入189.06億元,同比下降42.66%;歸屬於上市公司股東的淨利潤-20.74億元,同比下降141.93%,去年淨利潤爲49.47億元。

2024年年末,公司總資產1008.32 億元,較年初增長9.96%;歸屬於上市公司股東的淨資產417.82億元,較年初下降11.17%。

公司總負債爲532.44億元,較去年同期增長35.20%,其中應付賬款87.66億元。公司資產負債率爲52.80%,股東權益合計475.88億元。

對於業績變化原因,贛鋒鋰業在年報中表示,2024年,全球鋰鹽行業經歷深度調整,受供需格局轉變、鋰產品市場波動的影響,鋰鹽及鋰電池產品銷售價格下跌, 公司經營業績同比有所下降。

從行業來看,去年碳酸鋰價格呈現先漲後跌趨勢,整體延續2023年的下滑趨勢。上海鋼聯數據顯示,2024年碳酸鋰價格從年初的10.1萬元/噸下滑至7.5萬元/噸,跌幅25.74%。

產能規模持續擴大

年報還顯示,贛鋒鋰業2024年鋰化學材料貢獻六成營收,鋰電池、電芯則佔三成,其中鋰化學材料當年下半年平均售價較上半年下降21.04%,鋰電池產品下半年平均售價較上半年下跌一成。

隨着鋰價跌進低谷期,以及鋰電池供應過剩引發價格戰,公司這兩塊業務毛利率分別爲10.47%、11.66%,同比分別下跌2個百分點、6個百分點。

雖然2024年出現虧損,但贛鋒鋰業產能擴張未停。

贛鋒鋰業在年報中提及,公司將根據未來鋰產品的市場需求變化和評估選擇擴充產能,計劃於2030年或之前形成總計年產不低於60萬噸LCE的鋰產品供應能力,其中將包括礦石提鋰、滷水提鋰、黏土提鋰及回收提鋰等產能。

報告提及,截至本報告披露日,豐城贛鋒一期年產2.5萬噸氫氧化鋰項目產能爬坡並逐步實現達產,標誌着公司首個贛鋒智能化工廠建設成功;四川贛鋒年產5萬噸鋰鹽項目於2024年年底建成並投產,目前在調試期間,預計2025年將逐步釋放產能至最優水平;青海贛鋒一期年產1,000噸金屬鋰項目已建成正在生產線調試階段;寧都贛鋒脫硫工藝小改善帶來大提升,產品品質得到進一步提高,新餘贛鋒連續自動化改造降本增效,電池級氟化鋰工藝優化效果顯著。

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