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《大行報告》大和升贛鋒鋰業(01772.HK)目標價至230元 末季業績勝預期
阿思達克 01-25 12:06
大和發表研究報告指,贛鋒鋰業(01772.HK)日前公布業績預告,預期去年第四季淨利潤將按季增長120%至187%,經常性溢利料增長148%至267%,勝於該行預期。 大和指,假設贛鋒鋰業鋰化合物產量沒有按季增長,電池業務利潤亦沒有意義性增長,估計鋰化合物每噸現貨銷售平均售價仍可按季增長10萬元人民幣,部分被鋰輝石成本上漲所抵銷,整體帶動淨利潤按季增加8億元人民幣;另外長期合同銷售亦刺激期內盈利增長。 該行將2022年碳酸鹽平均售價由每噸18萬元人民幣上調至32萬元人民幣,氫氧化物平均售價從12萬元人民幣噸上調至20萬元人民幣,並將2023年碳酸鹽平均售價上調至25萬元人民幣,相應將2022至2023年收入預測上調59%至64%,淨利潤預測上調60%至102%。 大和重申對贛鋒鋰業的「買入」評級,目標價由215元上調至230元,謹慎預期鋰價將在2024至2025年呈下降趨勢。
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