智通财经APP获悉，赣锋锂业(01772)续跌超3%，昨日盘中一度跌超6%。截至发稿，跌3.61%，报24港元，成交额1.59亿港元。
消息面上，赣锋锂业日前公布，预期上半年归属于公司股东的净亏损区间为人民币3亿元至5.5亿元，较去年同期减少净亏损约27.67%至60.55%。里昂研报指出，按中位数估算，赣锋锂业第二季净亏损达到6900万元人民币，较首季及去年同期的亏损3.56亿及3.21亿元人民币大幅收窄，逊于市场预期的亏损4300万元人民币。
瑞银预计投资者对盈警有负面反应，现予目标价18.1港元及“沽售”评级。摩根士丹利则发布研报称，7月内地的计划锂产量增速持续超越需求增长。若江西宜春等地未见实质减产，近期价格反弹恐难持续，赣锋锂业第三季盈利仍可能承压。现予目标价14.3港元及“减持”评级。
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