本报告导读:公允跌价叠加资产减值,2024 年业绩亏损幅度较大。公司Goulamina 一期、Mariana一期、加不斯锂钽矿等项目均在2025 年爬产,资源端放量或同时带来降本。投资要点:维持“增持” 评级。2024 年全年公司实现营业收入202.22 亿港元(同比-44%),归母净亏损22.34 亿港元(同比-141%);其中Q4 实现营业收入51.84 亿港元(同比-25.2%,环比+...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.