《大行》麦格理升赣锋锂业(01772.HK)目标价至86元 因应锂价上调利润预测

阿斯达克财经
Apr 01

麦格理发表研究报告指,赣锋锂业(01772.HK) 去年净利润为16.13亿元人民币(下同),接近盈喜预测上限。去年第四季净利润达16亿元,对比2024年第四季录得净亏损14亿元,主要受惠于期内锂价上升。公司计划对旗下电池公司进行增资,进一步拓展下游电池业务。该行认为电池业务将会是锂以外推动收入及盈利的另一动力。同时,该行预期锂价将获得支持,主要由于中国政府推动储能系统容量电价政策,有望提升盈利...

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