7月20日，赣锋锂业盘中下跌3.33%，报36.56港元，成交额1.67亿港元，延续近两周跌势。
消息面上，三部门对部分电池恢复征收消费税，锂电池概念股早盘分化，尽管机构指出该政策对锂电池影响有限，但市场情绪仍受压制。此外，碳酸锂主力期货合约从5月高点逾20万元/吨回落至16万元/吨以下，供给端枧下窝锂矿复产及西非最大锂矿投产加剧过剩预期。公司此前披露半年报预告，预计上半年归母净利润36.5亿至46亿元，同比扭亏为盈，但二季度环比波动区间达-1%至+50%，利好兑现后获利回吐压力延续。同行业天齐锂业同日跌4.87%，板块整体偏弱。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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