智通财经APP获悉，摩根士丹利发布研报称，7月内地的计划锂产量增速持续超越需求增长。若江西宜春等地未见实质减产，近期价格反弹恐难持续，赣锋锂业(01772)第三季盈利仍可能承压。现予目标价14.3港元及“减持”评级。
该行称，赣锋锂业料中期净亏损达3亿元至5.5亿人民币(下同)，相较去年中期为净亏损7.6亿元有所收窄;反映次季表现达盈利5,600万元至亏损2.14亿元，相较去年次季为亏损3.56亿元。另外，中期经常性亏损净额达5亿元至9.5亿元，对比去年中期经常性亏损为1.6亿元;反映次季经常性净亏损为2.58亿元至7.08亿元，而去年次季经常性亏损为2.42亿元。该行认为次季表现大致符合预期。
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