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研報掘金丨海通國際:贛鋒鋰業24年預虧逾14億元 Mariana項目投產帶來新機遇
格隆匯 02-26 15:26

海通國際研報指出,贛鋒鋰業(01772.HK)預計24年歸屬上市公司股東的淨虧損爲14-21億元,而去年同期淨利潤爲49.5億元。公司資源全球佈局,鋰礦資源遍佈阿根廷、澳大利亞、愛爾蘭及中國各地。2024年,非洲馬里Goulamina鋰輝石項目一期順利投產,阿根廷薩爾塔Mariana 鹽湖項目進入試產階段,胡胡伊省Cauchari-Olaroz 鹽湖項目產能爬坡成效顯著。隨着自有資源的逐步放量,資源優勢進一步外顯爲集團的品質優勢與成本優勢。贛鋒鋰業全資子公司Litio Minera Argentina S.A.(簡稱“LMA”)旗下阿根廷Mariana鋰鹽湖項目一期於當地時間2025年2月12日正式投產。Mariana鋰鹽湖項目位於阿根廷薩爾塔省,目前已勘探的鋰資源總量約合812.1萬噸LCE。Mariana 鋰鹽湖項目一期規劃年產能2萬噸氯化鋰生產線正式投產後,公司將積極加快推動該項目產能爬坡進度,隨着產能的逐步釋放,將進一步優化公司鋰資源的供應及成本結構,提高公司的盈利能力,不斷提升公司在全球市場的核心競爭力。

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