异动解读|赣锋锂业盘中下跌3.08%,宁德时代宜春锂矿复产推进叠加机构频繁减持

行情直击
Aug 19

8月19日,赣锋锂业盘中下跌3.08%,报37.8港元,成交额1.19亿港元,延续前一交易日跌势。

消息面上,宜春市生态环境局拟受理宁德时代旗下宜丰县圳口里—奉新县枧下窝锂矿采矿项目环评文件,该矿为全球已探明最大锂云母矿,设计满产年碳酸锂产能约10万吨,停产前产出约占全国总产量8%-10%,复产预期对锂价形成供给端压力。同时,港交所数据显示贝莱德近一个月内对赣锋锂业H股操作频繁,持仓从8.76%回落至7.56%,Van Eck亦于7月底减持21.28万股,机构分歧加大。板块方面,同行业东岳集团跌3.39%、天齐锂业跌1.77%,锂矿股整体承压。

(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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