8月25日，宁德时代(03750.HK)盘中下跌3.21%，报618.0港元，成交额6.92亿港元。
消息面上，8月25日碳酸锂主力合约盘中暴跌超5%，报151960元/吨。主要催化来自宁德时代旗下枧下窝锂矿复产预期再度升温——8月24日宜丰县人民政府官网发布了该项目环评征求意见稿，叠加广期所碳酸锂仓单本周新增3506张至3.96万张，供给回升预期与仓单压力共同打压锂价，锂电产业链个股普遍走弱。锂电材料端天赐材料、恩捷股份等跌幅在2%-4%，锂矿股中矿资源、永兴材料跌超6%，板块情绪低迷传导至龙头宁德时代。
（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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