《大行》大摩：天齐锂业(09696.HK)首季业绩逊预期

阿斯达克财经04-24

摩根士丹利发表报告，指天齐锂业(09696.HK) 公布盈利预警，料首季亏损介乎36亿至43亿元人民币(下同)，逊预期，相比去年末季则录纯利8.01亿元。评级“增持”，H股目标价52港元。
管理层将亏损归咎受锂产品市场波动的影响，公司锂产品销售价格按年大幅下降，锂产品毛利大幅下降。以及重要联营公司SQM基于最新智利圣地亚哥裁决情况重新审视所有税务争议金额的会计处理，并预计可能将减少其2024年第一季度的净利润约11亿美元。基于谨慎性原则并经反复论证，公司认为将上述SQM税务争议裁决影响确认在报告期对SQM的投资收益中更符合会计准则规定，该事项预计将使公司归属母公司净利润减少。以投资权益计，大摩估算天齐或就此录得17.7亿元投资亏损。

报告称，过往落后的定价机制，对公司锂产品毛利率仍有滞后影响，或造成一些减值亏损。(da/a)(港股报价延迟最少十五分钟。沽空资料截至 2024-04-24 12:25。)

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