天齊鋰業(002466.SZ):一季度預盈0.82億元-1.23億元 同比扭虧
格隆匯4月23日丨天齊鋰業(002466.SZ)公佈2025年第一季度業績預告,1-3月公司實現歸屬於上市公司股東的淨利潤盈利8,200萬元–12,300萬元,上年同期虧損389,678.48萬元;扣除非經常性損益後的淨利潤盈利3,200萬元–4,800萬元,上年同期虧損391,673.39萬元;基本每股收益盈利0.05元/股–0.08元/股。
報告期業績變動的主要原因:1、儘管受鋰產品市場波動的影響,公司2025年第一季度鋰產品銷售價格較上年同期下降,但得益於公司控股子公司Windfield Holdings Pty Ltd鋰礦定價週期縮短,其全資子公司Talison Lithium Pty Ltd化學級鋰精礦定價機制與公司鋰化工產品銷售定價機制在以前年度存在的時間週期錯配的影響已大幅減弱。隨着國內新購鋰精礦陸續入庫及庫存鋰精礦的逐步消化,公司各生產基地生產成本中耗用的化學級鋰精礦成本基本貼近最新採購價格。同時,受自產工廠爬坡及技改的積極影響,公司2025年第一季度鋰化合物及衍生品的產銷量實現同比增長。
2、截至業績預告公告日,公司重要的聯營公司Sociedad Químicay Minerade Chile S.A.(以下簡稱“SQM”)尚未公告其2025年第一季度業績報告。公司全面考慮所能獲取的可靠信息,沿用一貫方式,採用彭博社預測的SQM2025年第一季度每股收益等信息爲基礎來計算同期公司對SQM的投資收益。鑑於SQM稅務爭議裁決對其淨利潤的影響已於2024年度確認,根據前述彭博社預測數據,SQM2025年第一季度業績預計將同比增長,因此公司在本報告期確認的對該聯營公司的投資收益較上年同期增長。
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