研报掘金丨第一上海：给予天齐锂业目标价54.72港元，维持“买入”评级

格隆汇资讯09-22

第一上海研报指出，上半年天齐锂业(9696.HK)归母净利润为64.46亿元，同比下滑36.98%，利润下滑主要由于锂盐价格下滑所导致，业绩符合预期。给予未来12个月目标价54.72港元，对应2024年6倍PE，维持买入评级。分业务来看，公司锂精矿销售业务2023年上半年实现收入160.28亿元，同比增长259.69%；锂化合物及衍生品业务实现收入87.59亿元，同比下滑9.81%。毛利率方面，锂...

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