5月26日，天齐锂业盘中下跌4.12%，报49.62港元/股，成交额7216.95万港元。该股自5月12日以来持续走弱，累计跌幅显著。
消息面上，碳酸锂主力合约自5月12日触及近三年高位20.99万元/吨后连续回落，已跌破18万元/吨关口，市场对前期乐观预期进行修正。供应端，澳洲MinRes宣布重启Bald Hill锂矿，年产能约1.75万吨碳酸锂当量，预计7月产出首批锂辉石精矿，进一步加重供给压力。此外，汇丰控股对天齐锂业H股持仓比例从25.02%降至24.48%，反映机构资金流出。同行业赣锋锂业同日跌5.57%，锂业板块整体承压。
天齐锂业主要从事硬岩型锂矿资源的开发、锂精矿加工销售以及锂化工产品的生产销售，产品广泛应用于新能源汽车、储能系统等终端市场。
（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。）
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