异动解读|赣锋锂业盘中下跌3.01%,前一交易日大涨逾10%后获利回吐叠加碳酸锂价格持续承压

行情直击
Jul 24

7月24日,赣锋锂业盘中下跌3.01%,报39.9港元,成交额7938.49万港元。前一交易日该股H股涨超10%,A股涨7.93%,短线获利盘回吐压力明显。

消息面上,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。此外,三部门明确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,但二季度环比增速放缓,利好兑现后股价承压回落。同行天齐锂业同日跌1.1%,板块整体偏弱。

(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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