赣锋锂业（01772）今日盘中大跌5.3%，引发市场关注。截至发稿，该股报20.75港元，成交额7927.22万港元。股价下跌主要受公司发布的2024年度业绩报告影响。
根据赣锋锂业公布的2024年度业绩报告，公司收益为187.26亿元人民币，同比减少42.93%；股东应占亏损20.69亿元，而上年同期股东应占溢利为49.83亿元；每股基本亏损1.03元。公司表示，收入总额降低主要是由于报告期内全球锂盐行业经历深度调整，受供需格局转变影响，锂盐及锂电池产品销售价格下跌所致。
华泰证券分析指出，赣锋锂业2024年业绩由盈转亏主要有三个原因：首先，锂价同比大幅下滑；其次，Pilbara Minerals Limited（PLS）等金融资产的股价跌幅较大，导致公司产生约14.8亿元的公允价值变动损失；最后，公司对存货等相关资产计提了4.2亿元的减值准备。分析师认为，鉴于锂价下行幅度超出预期，可能需要下调公司的业绩预期。然而，考虑到公司在行业低谷期仍在上游资源和中游冶炼同步扩张，一旦行业景气度反转，公司有望获得较大的业绩弹性。
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