智通财经APP获悉，锂矿股全线走低，截至发稿，赣锋锂业(01772)跌6.44%，报56.65港元；天齐锂业(09696)跌5.47%，报43.9港元；宁德时代(03750)跌0.63%，报706.5港元。
消息面上，近日，广期所发布通知，进一步收紧碳酸锂期货一般月份持仓限额。业内人士认为，此次调整总体体现出“强监管、防风险”的思路，旨在抑制过度投机，降低大资金集中持仓对市场的扰动。同时，随着碳酸锂供需逻辑持续切换，市场交易重心正从情绪博弈逐步回归基本面，后续价格走势仍将围绕供给恢复节奏、库存变化以及下游需求强弱展开。
铜冠金源期货表示，碳酸锂供给紧平衡叙事仍在延续。考虑到青海盐湖预计受电网改造影响半个月产量、枧下窝锂矿选址注销、智利出口碳酸锂环比大减，短期内现货供应依然偏紧。同时，下游磷酸铁锂开工率维持高位，刚需采购将持续支撑现货价格。利空及风险点主要集中在仓单压力，目前广期所仓单规模仍处于历史高位，形成了巨大的潜在抛压。
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