大行评级｜里昂：预计锂价将继续承压下调赣锋锂业目标价至18.4港元

格隆汇资讯12:48

里昂发表研究报告指，全球锂化学品供应持续上升，同时需求未见反弹，预期未来6个月仍缺乏催化剂，将继续对价格构成压力，虽然预期赣锋锂业第二季盈利能力具有一定韧性，但预期定价压力是盈利前景的主要风险因素，因此下调2024至2026年碳酸盐价格预测，并将该公司盈利预测下调52%、30%及16%。里昂现时对下游需求走势保持乐观，并维持赣锋锂业出货量预测，不过就将今明两年锂化学品价格预期下调17%及29%，...

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大行评级｜里昂：预计锂价将继续承压 下调赣锋锂业目标价至18.4港元

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大行评级｜里昂：预计锂价将继续承压下调赣锋锂业目标价至18.4港元