港股异动 | 宁德时代(03750)跌近6% 津巴布韦收紧锂精矿出口或推升锂价

智通财经
Feb 26

智通财经APP获悉,宁德时代(03750)跌近6%,截至发稿,跌5.82%,报502港元,成交额8.76亿港元。

消息面上,津巴布韦收紧锂精矿出口,碳酸锂期货今早一度涨超11%,最高见187700元/吨。中信证券认为,该国的锂矿出口禁令将导致中国碳酸锂短期供应愈发紧缺,有望推动锂价大幅上涨。里昂此前研报指出,宁德时代股价年初至今表现平淡,相信股价疲弱已大致反映近期的不利因素,包括中国电动车销售放缓、锂价上涨,以及电池出口增值税退税削减。

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