异动解读 | 澳洲锂矿股Pilbara Minerals盘中大跌5.03%,或与赣锋锂业减持有关

异动解读
Jul 15

澳大利亚锂矿公司Pilbara Minerals(股票代码:PLS.AU)今日盘中大跌5.03%,引发市场关注。该公司股价的显著下跌可能与中国锂业巨头赣锋锂业的最新财务预期有关。

据里昂证券最新研究报告显示,赣锋锂业预计2025年上半年将出现3亿至5.5亿元人民币的净亏损。报告特别指出,这一亏损部分归因于出售Pilbara Minerals投资持股所产生的投资损失。尽管赣锋锂业估计通过对冲操作抵消了大部分来自Pilbara的约3.6亿元投资亏损,但这一消息仍可能对Pilbara Minerals的股价产生负面影响。

分析人士认为,赣锋锂业减持Pilbara Minerals的举动可能导致市场对该公司前景产生担忧,从而引发股价下跌。然而,具体影响的程度还需进一步观察。投资者应密切关注未来几天Pilbara Minerals的股价走势,以及可能出现的更多相关信息。

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