智通财经APP获悉，锂电池概念股集体走低，截至发稿，中创新航(03931)跌7.4%，报28.3港元；赣锋锂业(01772)跌5.37%，报57.3港元；宁德时代(03750)跌5.21%，报737.5港元；天齐锂业(09696)跌4.42%，报45.4港元。
消息面上，磷酸铁锂材料企业湖南裕能发布股东减持预披露公告，宁德时代、津晟新材料两大持股超7%的股东同步抛出大额减持方案。若足额完成减持，两家持股都将跌破5%。作为湖南裕能的核心下游客户，宁德时代早在2020年12月便参与了湖南裕能的增资扩股，并在公司IPO时承诺36个月不减持。
建信期货指出，随着津巴布韦矿到港量增加，预计7月锂辉石产碳酸锂量将提速；国内盐湖正进入季节性生产旺季，供应高增压力正在到来，但需求端在储能630并网节点的逐渐到来，下游电芯厂提前备货需求预计将逐渐接近尾声，需求端增长乏力，预计6月碳酸锂期货价有望下行。
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