港股异动 | 碳酸锂暴跌拖累业绩 赣锋锂业(01772)跌超8% 天齐锂业(09696)跌近6%
受碳酸锂价格在2023年大幅下跌影响，“锂矿双雄”去年净利同比下滑七成。截至发稿，赣锋锂业(01772)跌8.3%，报23.75港元；天齐锂业(09696)跌5.92%，报35.75港元。
消息面上，赣锋锂业、天齐锂业近日发布2023年业绩，期内取得收益分别为328.12亿元、404.48亿元。其中，天齐锂业同比微增0.7%，赣锋锂业则同比下降20.69%。2023年，赣锋锂业、天齐锂业两家公司归母净利润分别下滑75.7%、69.6%。
里昂发表报告指，赣锋锂业去年盈利与初步业绩公布时一致，第四季利润率继续受锂价调整所影响。由于锂价格前景更加疲弱，因此将赣锋锂业今明两年盈利预测下调66%及69%。汇丰报告指出，天齐锂业盈利大幅下跌主要受累于锂化工需求疲弱，加上锂精矿及锂化工价格急速下跌。该行料其今年的盈利表现将维持向下。
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