周二盘中，澳大利亚锂矿巨头Pilbara Minerals Ltd（PLS.AU）股价大幅下跌5.03%，引发市场关注。作为全球重要的锂矿供应商，Pilbara Minerals的股价波动往往反映了锂行业的整体趋势。
此次下跌可能与中国锂业龙头企业赣锋锂业的最新业绩预警有关。根据里昂证券的研究报告，赣锋锂业预计2025年上半年将出现3亿至5.5亿元人民币的净亏损，其中一部分损失来自出售Pilbara Minerals投资持股。虽然赣锋锂业通过对冲操作抵消了大部分影响，但这一消息仍可能引发投资者对锂市场前景的担忧。
全球锂市场持续面临供需平衡的挑战。一方面，电动汽车和可再生能源存储需求推动锂需求增长；另一方面，新增产能和矿山扩产可能导致供应过剩。Pilbara Minerals作为上游供应商，其股价对这些市场动态特别敏感。投资者可能正在重新评估锂矿公司的估值，导致短期内股价波动加剧。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.