《大行》大华继显升赣锋锂业(01772.HK)评级至“买入” 调高目标价至30元

阿斯达克财经
May 02, 2025

大华继显发表研报指,赣锋锂业(01772.HK) 2025财年第一季净亏损按年收窄19%,按季收窄75%。尽管平均售价下降,利润率仍扩大。展望未来,赣锋锂业净利润将受销售量增长、碳酸锂价格稳定、销售组合优化及电池回收业务推动。大华继显将赣锋锂业2025至2027财年净利润预测由3.63亿、3.43亿及4.89亿元人民币,分别上调至3.88亿、12.88亿及22.33亿元人民币,评级由“持有”上调至...

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