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研報掘金丨華福證券:維持贛鋒鋰業“買入”評級,自有鋰資源儲備豐厚且放量迅速
格隆匯 04-10 17:33

華福證券研報指出,贛鋒鋰業(002460.SZ)24年歸母淨利潤-20.74億元,同比-141.93%,扣非後歸母淨利-8.87億元,同比-133.16%,業績下降一方面因爲鋰價格下降,另一方面因爲PLS股價跌幅顯著,導致公司產生了較大規模的公允價值變動損失。公司鋰鹽產量提升25%,但鋰價下降。鋰鹽產能方面: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;四川贛鋒年產5萬噸鋰鹽項目於2024年年底建成並投產,預計2025年將逐步釋放產能至最優水平。考慮到公司自有鋰資源儲備豐厚且放量迅速,維持“買入”評級。

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