-- 杰富瑞周一在一份报告中指出，尽管锂市场强劲，但IGO（ASX：IGO）的结构性问题及其核心资产Greenbushes的疲软表现限制了股东的上涨空间。 该公司将西澳大利亚Greenbushes锂矿2026财年的锂辉石产量预期下调至138万吨至143万吨，反映了年初至今的业绩表现以及对CGP3项目6月份季度产能提升的预期。杰富瑞此前预计Greenbushes 2026年的产量为150万吨。 该公司还将该项目的资本支出预期从5.75亿澳元至6.75亿澳元下调至4亿澳元至4.5亿澳元，而杰富瑞此前的预测为5.65亿澳元。 这家投资公司补充道，IGO的Kwinana资产仍然面临经济挑战，4月和5月的大规模停产将影响其6月份季度的产量。 Jefferies 重申对 IGO 的“持有”评级，并将目标价从 8 澳元下调至 7 澳元。
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