野村:降赣锋锂业(01772)目标价至23.4港元 评级“中性”

智通财经
02 Apr

智通财经APP获悉,野村发布研报称,赣锋锂业(01772)去年净亏损20.7亿元人民币,接近其盈警预测下限范围,主要受累于对Pilbara和Mt Marion的投资;收入同比跌43%至187亿元人民币;毛利率收缩至11.4%,似乎是受锂和电池行业的产品均价下跌影响。该行将赣锋锂业的目标价由32港元下调至23.4港元,评级“中性”,认为锂价可能需要更长时间才复苏,并料上游资源将在今年产生贡献。

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