大和：重申赣锋锂业(01772)“跑赢大市”评级 目标价下降至29港元
大和发布报告称，重申赣锋锂业(01772)“跑赢大市”评级，预计公司新的低成本项目将于2024至2026年取得成果。但由于政府补贴预测下调，对今年每股盈利预测下调20%，目标价由29.5港元下降至29港元。赣锋锂业将于4月29日披露首季业绩，该行估计公司首季不考虑一次性减值的经常性净利润为5.3亿元人民币。
大和指出，虽然同意赣锋锂业判断随着锂辉石平均售价降至每吨少于1000美元(甚至少于900美元)，自给自足已不再那么重要，但该行预料公司将受惠于其低成本项目开发。对于阿根廷Cauchari-Olaroz项目，该行料今年产量将超过2万吨碳酸锂当量(LCE)，尽管在产能提升期间预计生产成本将超过每吨5000美元(至少在今年上半年)。该行料Goulamina与Mariana项目将于今年产出。
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