研報掘金丨長江證券:贛鋒鋰業長期價值凸顯,隨鋰價尋底企穩
長江證券研報指出,贛鋒鋰業(002460.SZ)2025Q1實現歸母淨利-3.56億元,同比+18.93%,環比+75.18%。2025Q1公司非經常性損益-1.14億元,其中公允價值變動損益-2.25億元,Pilbara 股價變動對應-3.87億元,環比+6.45億元,公司通過積極運用領式期權策略平衡股價波動風險敞口,有效對衝了PLS股價大幅下跌帶來的部分影響。公司將迎來資源收穫期,自供率有望持續提升,綜合成本有望改善。電池固態、儲能多點開花,期待成爲供公司業績的新支撐點。隨鋰價尋底企穩,公司長期價值凸顯。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.