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研報掘金丨中泰證券:維持贛鋒鋰業“增持”評級,鋰電池板塊產能逐步釋放
格隆匯 04-14 15:59

中泰證券研報指出,贛鋒鋰業(002460.SZ)24年實現歸屬於上市公司股東淨利潤-20.74億元,同比-142%;Q4實現歸母淨利潤-14.34億元,同比-34.86%,環比-1294.81%。鋰價下滑&減值拖累24年鋰板塊業績。鋰電池板塊產能逐步釋放,遠期靜待固態電池放量。公司的鋰電池業務已覆蓋固態鋰電池、動力電池、消費類電池、聚合物鋰電池、儲能電池及儲能系統等五大類二十餘種產品,同時公司是行業內唯一一家擁有固態電池上下游一體化能力的企業。贛鋒鋰電已與知名無人機、eVTOL企業在高比能電池領域達成合作,同步開發滿足市場需 求的電源系統,計劃2025年完成首批樣品交付。維持公司“增持”評級。

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