7月17日，赣锋锂业盘中下跌3.01%，报38.34港元，成交额2.02亿港元，已连续三个交易日下跌。消息面上，公司此前披露正面盈利预告，预计上半年归母净利润36.5亿元至46亿元，同比扭亏为盈，但市场关注到二季度归母净利润18.1亿至27.6亿元，环比波动区间达-1%至+50%，业绩确定性存疑。叠加碳酸锂主力期货合约从5月高点逾20万元/吨回落至16万元/吨以下，供给端江西锂矿复产及津巴布韦锂精矿到港预期在7月兑现，锂价承压拖累板块估值。同行业天齐锂业同日跌2.85%，板块整体延续弱势。
（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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