赣锋锂业(01772.HK)今日盘中大幅下挫，跌幅达5.04%，引发市场广泛关注。
此次下跌主要受多重因素叠加影响。首先，该股前一交易日H股大涨超10%，A股亦上涨7.93%，短线积累了较大获利盘，今日出现明显的获利回吐压力。其次，碳酸锂价格持续走弱，电池级碳酸锂现货均价已跌至15.22万元/吨，较5月高点累计下跌近6万元，压制了市场对锂盐企业的盈利预期。此外，三部门明确自9月起对锂电池征收2%消费税，下游采购节奏放缓，进一步抑制了锂盐需求预期。尽管公司半年报预告显示上半年归母净利润36.5亿至46亿元、同比扭亏为盈，但二季度环比增速有所放缓，利好兑现后股价承压回落，板块整体亦表现偏弱。
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