7月9日，赣锋锂业盘中下跌3.33%，报42.34港元/股，成交额3.29亿港元。锂电概念股全线下跌，同行业天齐锂业跌5.72%，板块联动效应明显。
消息面上，宁德时代旗下枧下窝锂矿步入复产周期，市场预期其将带来大体量新增碳酸锂供给；此外，西非地区规模最大的锂矿加工厂于7月初正式投产，日处理锂原矿6000吨，折合碳酸锂当量约3万吨/年，加剧市场对锂盐供给过剩的担忧。碳酸锂主力期货合约价格已从5月高点逾20万元/吨回落至16万元/吨以下，此前"供需紧平衡"的涨价逻辑持续承压。
（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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