7月13日，赣锋锂业盘中下跌3.22%，报40.28港元/股，成交额1.53亿港元。锂矿板块延续弱势，同行业天齐锂业跌2.25%，东岳集团跌2.61%。
消息面上，港交所数据显示贝莱德对赣锋锂业H股好仓持股比例已从8.02%降至6.92%，摩根大通空头头寸升至2.68%，机构持仓动向偏空。供给端方面，宁德时代枧下窝锂矿获安全生产许可证叠加西非最大锂矿加工厂投产（年产碳酸锂当量约3万吨），新增产能集中释放打破此前"供需紧平衡"预期。碳酸锂主力期货合约已从5月高点逾20万元/吨回落至16万元/吨以下，锂价持续走弱直接拖累板块估值。
（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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