-- 根據惠譽評級週二發布的報告，PLS集團（ASX：PLS）獲得「BB」的發行人違約評級，並展望穩定。惠譽評級認為，PLS作為一家鋰生產商，擁有年產能100萬噸、儲量壽命長且生產水準靈活的優勢，反映了其強大的業務實力。 惠譽同時授予PLS擬發行的5億美元優先無抵押債券「BB」評級，與PLS的長期發行人違約評級相同。惠譽預計，此次新債券發行不會影響PLS的槓桿率，因為募集資金也將用於償還未償債務。 PLS是全球第三大原生鋰生產商，預計在P1000擴建工程完成後，其2026財年的年產量將從上一財年的75.5萬噸提高到82萬至87萬噸。惠譽預計，PLS集團的離岸價格將在2026財年降至每噸600澳元，並在2028財年降至每噸550澳元。 報告指出，PLS集團正尋求透過垂直整合電池材料供應鏈來獲取更多價值，其多元化計畫有助於降低週期內的利潤率波動。 PLS集團的股價在周二的交易中上漲了2%，此前曾創下歷史新高。
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