【券商聚焦】第一上海削天齐锂业(09696)目标价26%至54.72港元维持买入评级

凤凰网港股2023-09-22

第一上海发研报指，天齐锂业(09696)上半年业绩符合预期，实现收入247.87亿元人民币，同比增长74.95%；归母净利润为64.46亿元，同比下滑36.98%。该行指，上半年锂盐价格承压，电池级氢氧化锂和碳酸锂均价分别为35.3万/吨以及32.9万/吨，同比均有所下滑。而公司目前规划的化学级3号加工厂预计于2025年投产同时还计划在25年开始建设化学级四号加工厂，该行看好公司的产能持续扩张，盈利能力不断提升。该行分别调整23/24/25年收入预测至404.86亿/360.90亿/388.01亿元人民币；调整归母净利润预测至148.05亿/139.20亿/165.61亿元，给予未来12个月目标价54.72港元(原73.6港元)，对应2024年6倍PE，维持买入评级。

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【券商聚焦】第一上海削天齐锂业(09696)目标价26%至54.72港元 维持买入评级

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【券商聚焦】第一上海削天齐锂业(09696)目标价26%至54.72港元维持买入评级