6月25日，美国雅保盘中下跌5.28%，报141.165美元/股，成交额1.07亿美元。
消息面上，智利CUPCH全国港口工人联盟无限期罢工已进入第7天，覆盖全境所有核心港口，安托法加斯塔ATI锂专用码头装船量连续归零。美国雅保阿塔卡马盐湖成品碳酸锂持续堆存，仓储占用率已升至80%，每日约580吨碳酸锂无法外运，若罢工持续超两周存在被动降产风险。市场预计中性情景下罢工将持续16至22天，7月上旬方可恢复装船。此外，Baird近日将公司目标价从236美元下调至224美元，维持中性评级。智利出口占全球锂盐贸易关键份额，物流中断直接影响公司短期营收兑现节奏。
（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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