智通财经APP获悉，赣锋锂业(01772)跌超4%，截至发稿，跌4.38%，报20.75港元，成交额7927.22万港元。
消息面上，赣锋锂业发布2024年度业绩，收益187.26亿元(人民币，下同)，同比减少42.93%；股东应占亏损20.69亿元，上年同期股东应占溢利49.83亿元；每股基本亏损1.03元。公告称，收入总额降低主要由于报告期内，全球锂盐行业经历深度调整，受供需格局转变，锂产品市场波动的影响，锂盐及锂电池产品销售价格下跌所致。
华泰证券指出，2024年业绩由盈转亏主要因：1）锂价同比大幅下滑；2）Pilbara Minerals Limited（PLS）等金融资产的股价跌幅较大，公司产生较大规模的公允价值变动损失（最终约14.8 亿元）；3）对存货等相关资产计提了资产减值准备，合计计提资产减值4.2 亿元。鉴于锂价下行幅度超预期，下调公司业绩预期，考虑公司在行业底部上游资源及中游冶炼同步扩张，待行业景气反转有望获得较大业绩弹性。
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