赣锋锂业(01772)2024年同比盈转亏至20.69亿元

金吾财讯
28 Mar

金吾财讯 | 赣锋锂业(01772)发布2024年度财报显示,公司全年营收187.26亿元人民币,同比下滑42.9%;归母净亏损20.69亿元,上年同期为盈利49.83亿元。毛利率由13.8%降至11.4%,主要受锂产品价格下跌影响。公司董事会建议派发末期股息每股0.15元人民币,需股东大会批准。

以下是年度业绩详细情况:营收与利润:2024年营收187.26亿元(-42.9%),毛利21.27亿元(-53.2%),归母净利润-20.69亿元(2023年盈利49.83亿元)。研发费用9.11亿元(-27.2%),销售及行政费用分别增长31.6%和下降18.7%。业务亮点

  • 锂资源布局:阿根廷Cauchari-Olaroz盐湖项目产能爬坡顺利,2024年产量达2.54万吨LCE;非洲马里Goulamina锂矿一期投产,2025年将释放产能。
  • 产能扩张:丰城氢氧化锂项目一期投产,四川达州5万吨锂盐项目调试中;固态电池研发突破,500Wh/kg高比能电芯实现小批量生产。
  • 储能布局:深圳易储签约多个储能电站项目,总规模超11GWh;广东惠储分布式储能设备投入运营3,856台。

财务状况:截至2024年底,总资产1,008.32亿元(+10%),净资产475.88亿元(-9%)。流动负债316.70亿元,净流动负债-96.67亿元。资产负债率53%,资本负债率上升10个百分点。经营活动现金流净额51.61亿元,同比大增3,424%。

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