位置：中游情绪：利空参考度：4/10
阿根廷锂业（多倫多及紐約證交所上市，代碼LAR）作為阿根廷最大電池金屬生產商，2024年實現考查里-奧拉羅茲鹽湖商業化生產，全年碳酸鋰產量約3.41萬噸，符合3萬至3.5萬噸預期區間；第四季度產量9700噸，達到銘牌產能的97%。該公司持續降本，第四季度現金運營成本預計低於6000美元/噸，較第三季度的6285美元進一步下降。財務表現亮眼，第四季度淨債務減少2600萬美元，向每位合作夥伴分配1500萬美元，年底流動性超1.5億美元，涵蓋現金及未動用融資額度。
阿根廷锂業股價表現強勁，周二在多倫多市場觸及上市以來新高9.55加元/股，漲幅1.18加元，市值約16億加元（11.6億美元）。Canaccord維持「買入」評級，目標價10.50加元/股。考查里-奧拉羅茲一期項目由赣鋒鋰業（47%）、阿根廷锂業（45%）及JEMSE（8.5%）合資運營，價值10億美元。公...
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
