大摩：料赣锋锂业(01772)第三季盈利承压目标价14.3港元予“减持”评级

智通财经2025-07-15

智通财经APP获悉，摩根士丹利发布研报称，7月内地的计划锂产量增速持续超越需求增长。若江西宜春等地未见实质减产，近期价格反弹恐难持续，赣锋锂业(01772)第三季盈利仍可能承压。现予目标价14.3港元及“减持”评级。该行称，赣锋锂业料中期净亏损达3亿元至5.5亿人民币(下同)，相较去年中期为净亏损7.6亿元有所收窄;反映次季表现达盈利5,600万元至亏损2.14亿元，相较去年次季为亏损3.56亿元...

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大摩：料赣锋锂业(01772)第三季盈利承压 目标价14.3港元 予“减持”评级

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大摩：料赣锋锂业(01772)第三季盈利承压目标价14.3港元予“减持”评级