雅保:2024年业绩低于预期 经营优化持续推进

中金公司
20 Feb

2024 年业绩小幅低于我们预期公司公布2024 年业绩,实现收入53.8 亿美元,同比-44.1%;调整后的EBITDA 11.4 亿美元,同比-58.8%;归母净利润-11.8 亿美元,小幅低于我们预期,主要由于锂盐价格加速下行。我们认为2024 年公司业绩的主要关注点有三:一是锂盐价格大幅下行,导致业绩承压。价方面,根据Fastmarket,2024年电池级碳酸锂均价为1.2 万美元/吨,...

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