金吾财讯 | 美股锂业巨头雅保（ALB）盘前涨幅突破5.5%，现报 203.18美元。
消息面上，公司一季度经营数据表现强劲，当期净销售额同比增长 32.7% 至 14.3 亿美元，小幅高于市场均值预期；调整后 EBITDA 达 6.6 亿美元，同比增幅高达 148.5%，显著跑赢分析师 4.682 亿美元的预测值。
细分业务中锂储能板块贡献突出，部门净销售额同比大增 70% 至 8.91 亿美元，调整后 EBITDA 飙升 196% 至 5.51 亿美元。业务增长由产品涨价与出货量同步拉动，当期锂产品价格上涨 51%，销量同步增长 14%。
投行方面，瑞穗证券维持雅保持有评级，同时将目标价由 185 美元上调至 205 美元，认可公司锂业务盈利修复与成长确定性。
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