星展：维持天齐锂业“买入”评级目标价下调至48港元

智通财经05-10

星展发布研究报告称，维持天齐锂业（002466）(09696)“买入”评级，估计来自SQM税务争议减值仅属一次性影响，并已在首季反映，憧憬该公司未来业绩表现将与其锂化合物产能扩张及锂精矿开采成本节省趋势相符，目标价由57港元下调至48港元。　　报告中称，公司今年首季收入同比下跌77%，并且由盈转亏，取得净亏损约39.2亿元人民币，对比上年同期录盈利约48.8亿元人民币，主要受到锂价大幅下跌，以及...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2434889171?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-05-10 15:36","share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","id":"2434889171","market":"sh","top_or_hot":-1,"title":"星展：维持天齐锂业“买入”评级 目标价下调至48港元","media":"智通财经","content":"<div>\n<p>星展发布研究报告称，维持天齐锂业（002466）(09696)“买入”评级，估计来自SQM税务争议减值仅属一次性影响，并已在首季反映，憧憬该公司未来业绩表现将与其锂化合物产能扩张及锂精矿开采成本节省趋势相符，目标价由57港元下调至48港元。　　报告中称，公司今年首季收入同比下跌77%，并且由盈转亏，取得净亏损约39.2亿元人民币，对比上年同期录盈利约48.8亿元人民币，主要受到锂价大幅下跌，以及...</p>\n\n<a href=\"http://stock.10jqka.com.cn/hks/20240510/c657698906.shtml\">网页链接</a>\n\n</div>\n","source":"tonghuashun","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>星展：维持天齐锂业“买入”评级 目标价下调至48港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n星展：维持天齐锂业“买入”评级 目标价下调至48港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-10 15:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://stock.10jqka.com.cn/hks/20240510/c657698906.shtml><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>星展发布研究报告称，维持天齐锂业（002466）(09696)“买入”评级，估计来自SQM税务争议减值仅属一次性影响，并已在首季反映，憧憬该公司未来业绩表现将与其锂化合物产能扩张及锂精矿开采成本节省趋势相符，目标价由57港元下调至48港元。　　报告中称，公司今年首季收入同比下跌77%，并且由盈转亏，取得净亏损约39.2亿元人民币，对比上年同期录盈利约48.8亿元人民币，主要受到锂价大幅下跌，以及...</p>\n\n<a href=\"http://stock.10jqka.com.cn/hks/20240510/c657698906.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"D05.SI","symbol_name":"星展集团控股","start_time":0,"source_url":"http://stock.10jqka.com.cn/hks/20240510/c657698906.shtml","article_id":"2434889171","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2434889171","pubTimestamp":1715326604,"sourceInfo":{"source_id":"tonghuashun","name":"同花顺"},"weMediaInfo":null,"summary":"星展发布研究报告称，维持天齐锂业(09696)“买入”评级，估计来自SQM税务争议减值仅属一次性影响，并已在首季反映，憧憬该公司未来业绩表现将与其锂化合物产能扩张及锂精矿开采成本节省趋势 ...","collect":0,"end_time":0,"defaultTopTitle":"10jqka.com.cn","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"D05.SI":"星展集团控股","002466":"天齐锂业"},"translate_title":"DBS: Maintain Tianqi Lithium's \"buy\" rating and lower the target price to HK $48","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"002466":1,"D05.SI":1},"content_text":"星展发布研究报告称，维持天齐锂业（002466）(09696)“买入”评级，估计来自SQM税务争议减值仅属一次性影响，并已在首季反映，憧憬该公司未来业绩表现将与其锂化合物产能扩张及锂精矿开采成本节省趋势相符，目标价由57港元下调至48港元。　　报告中称，公司今年首季收入同比下跌77%，并且由盈转亏，取得净亏损约39.2亿元人民币，对比上年同期录盈利约48.8亿元人民币，主要受到锂价大幅下跌，以及SQM的税务减值损失所影响。该行指出，现时锂价已从历史高位回落，并趋于稳定，其中碳酸锂价格从2022年底的历史高位每吨约57万元人民币，降至今年5月的约12万元人民币，预测今年全年碳酸锂价格将稳定在每吨10万至12万元人民币水平，随着未来几年采矿成本下降，预期升幅将受限。\n关注同花顺财经（ths518），获取更多机会","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.26.2","shortVersion":"4.26.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2434889171"}

星展：维持天齐锂业“买入”评级 目标价下调至48港元

精彩评论

星展：维持天齐锂业“买入”评级目标价下调至48港元