异动解读|赣锋锂业盘中下跌3.15%,碳酸锂期货跌破13万元叠加板块产能过剩压力

行情直击
5 hours ago

9月16日,赣锋锂业盘中下跌3.15%,报31.98港元,成交额3560.15万港元。

消息面上,碳酸锂期货跌势延续,主力合约盘中跌破13万元/吨关口,最低触及127100元/吨,刷新2月初以来新低,自月初累计回撤约20%。周度去库环比大幅收窄叠加产量提升引发市场悲观情绪,SMM库存口径扩容导致隐性库存一次性显性化,加剧恐慌。行业层面,多地暂停受理新增动力电池及储能电池产能备案,储能电芯规划总产能接近2TWh,远超全球实际需求,产能过剩压力凸显。同业天齐锂业同日跌2.46%,板块整体承压。摩根大通指出锂价短期面临下行压力。

(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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