异动解读|天齐锂业盘中下跌3.06%,碳酸锂期货持续走弱叠加产业链龙头减持上游供应商

行情直击
Jun 05

6月5日,天齐锂业盘中下跌3.06%,报44.1港元/股,成交额3379.16万港元。消息面上,碳酸锂期货近半月跌幅超20%,广期所碳酸锂仓单数量创历史新高,市场情绪走弱;宁德时代同步抛出对上游磷酸铁锂供应商湖南裕能的大额减持方案,进一步打压锂电板块信心。

供应端压力亦在加剧,澳洲MinRes宣布重启Bald Hill锂矿,预计7月产出首批锂辉石精矿;建信期货指出,津巴布韦矿到港量增加叠加国内盐湖进入季节性生产旺季,预计6月碳酸锂价格仍有下行压力。摩根大通维持天齐锂业"中性"评级,目标价52港元,指出短期市场情绪难以逆转。同行业赣锋锂业同日跌3.3%,锂电板块整体承压。

天齐锂业主要从事硬岩型锂矿资源的开发、锂精矿加工销售以及锂化工产品的生产销售,产品广泛应用于新能源汽车、储能系统等终端市场。

(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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