碳酸锂主力合约开盘大跌7.8%!港股锂矿股走弱,赣锋锂业跌超4%

英为财情
28 Jul

Investing.com -周一,7月28日,港股三大指数小幅上升,港股锂矿股走弱,赣锋锂业 (HK:1772)跌超4%,天齐锂业 (HK:9696)跌超2%。

碳酸锂主力合约开盘大跌7.8%,截至2025年7月24日,已有14家锂矿企业披露上半年预期业绩。整体来看,7家盈利,7家亏损。据上海有色网数据,2025年上半年电池级碳酸锂现货均价报7.04万元/吨左右,较2024年上半年的10.37万元/吨下跌3.33万元/吨,跌幅达32.11%。

中信证券认为,长期来看,6-7万元/吨的锂价具有较强成本支撑,迭加短期供应扰动以及需求旺盛,预计锂价有望走出底部区间。

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