《大行》中信证券降天齐锂业(09696.HK)评级至“增持” 矿价机制拖累业绩

阿斯达克财经04-15

中信证券发表报告指，Greenbushes锂矿定价机制以及锂价下跌拖累天齐锂业(09696.HK) 2023年业绩，认为公司仍然维持领先的成本优势，远期锂产能增长将在一定程度上抵消锂价下跌导致的利润下滑。预计2024至2026年净利润分别为37.38亿、47.08亿及50.54亿元人民币，H股目标价49港元，评级由“买入”下调为“增持”。中信证券指，天齐锂业去业绩按年下滑，第四季业绩转亏，主要因...

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