花旗研究报告指,赣锋锂业(01772.HK) 今年首季净利润转正,介乎16亿至21亿元人民币(下同),以中值计算核心净利润为15亿元,符合预期。业绩主要受惠于平均售价急升,期内碳酸锂均价为每吨15.4万元,按季增长75%。同时,下游电池需求强劲;据ZE Consulting估计,电动车及储能系统电池产量分别按年增长17%及96%;而边际成本亦有所节省。考虑到实际需求强劲及供应中断因素飘忽,该行认为...
Source Link花旗研究报告指,赣锋锂业(01772.HK) 今年首季净利润转正,介乎16亿至21亿元人民币(下同),以中值计算核心净利润为15亿元,符合预期。业绩主要受惠于平均售价急升,期内碳酸锂均价为每吨15.4万元,按季增长75%。同时,下游电池需求强劲;据ZE Consulting估计,电动车及储能系统电池产量分别按年增长17%及96%;而边际成本亦有所节省。考虑到实际需求强劲及供应中断因素飘忽,该行认为...
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