《大行》大华继显升赣锋锂业(01772.HK)评级至“买入” 料最坏时期已过去

阿斯达克财经
06 May

大华继显发表研究报告指,赣锋锂业(01772.HK) 首季亏损按年收窄19%,按季比较收窄75%,虽然期内产品平均售价有所下降,但利润率同时亦有提升。

展望未来,该行预期赣锋锂业的利润将受到销售量增长、碳酸锂价格趋向稳定、产品组合改善以及电池回收业务增长所推动,将2025至2027年净利润预测分别上调至3.88亿、12.88亿和22.33亿元人民币,评级从“持有”上调至“买入”,目标价从20元升至30元,认为最坏的时期已经过去,相信负面因素已充分反映在股价表现之上。(gc/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-06 12:25。)

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