7月2日，宁德时代（03750.HK）盘中下跌3.42%，报678.0港元，成交额12.8亿港元。
消息面上，多重因素交织引发市场分歧。一方面，摩根大通于6月24日将宁德时代H股空头头寸由2.70%增至3.21%，释放机构看空信号；另一方面，宁德时代枧下窝锂矿于6月29日正式复产，年产能约10万吨碳酸锂，虽长期利好公司锂资源自给率提升，但市场担忧新增供给将压制锂价中枢。此外，机构指出高库存叠加供给增量落地，碳酸锂价格大概率维持宽幅震荡，短期情绪博弈后获利了结压力显现。
宁德时代主要从事动力电池、储能电池的研发、生产及销售，产品应用于乘用车、商用车、储能等领域，业务覆盖国内外市场。
（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。）
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.