异动解读|天齐锂业盘中下跌3.34%,碳酸锂期货半月跌幅超20%叠加澳矿重启加剧供应压力

行情直击
Jun 02

6月2日,天齐锂业盘中下跌3.34%,报47.44港元/股,成交额3987.32万港元。

消息面上,碳酸锂期货价格近半月跌幅超20%,现货成交偏弱,下游观望情绪浓厚。供应端,澳洲MinRes宣布重启Bald Hill锂矿,年产能约1.75万吨碳酸锂当量,预计7月产出首批锂辉石精矿,进一步加重供给压力。此外,汇丰控股对天齐锂业H股持仓比例从25.02%降至24.48%,反映机构资金流出。同行业赣锋锂业同日跌3.71%,锂业板块整体承压。

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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