智通财经APP获悉，锂矿股走低，截至发稿，天齐锂业(09696)跌6.17%，报42港元；赣锋锂业(01772)跌4.54%，报54.65港元。
消息面上，昨日碳酸锂主力合约震荡下跌后拉升收至16.17万元/吨，今日再跌至15.5万元附近。据界面新闻近日报道，从江西省自然资源厅国土空间用途管制处获悉，宜春时代新能源矿业有限公司已于6月17日重新取得枧下窝锂矿项目《建设项目用地预审与选址意见书》，有效期自2026年6月17日至2029年6月17日。
信达期货认为，当前最大的变数来自于枧下窝复产的进度，此前的年内难以复产的预期被打破后，市场需要开始重新计算，如果4季度完成复产，那么供给是存在明显的宽松压力的，对于价格的打压明显。而需求目前市场的预期已经很高，如果没有持续的超预期，那么价格的中心或出现一定的回落。
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