碳酸锂价格反弹夭折,锂电池概念下挫,赣锋锂业跌近7%

格隆汇
Jul 08

7月8日,港股市场锂电池概念股集体下挫,其中,龙蟠科技跌超13%,天齐锂业星源材质跌超7%,赣锋锂业跌近7%,宁德时代跌4%。

据金融投资AI助手扣子APP分析,锂电池概念股下跌最直接的导火索是近日碳酸锂价格反弹的夭折。碳酸锂主力期货合约价格从5月份的高点20万元/吨上方,一路回落到目前的16万元/吨以下。此前市场炒作“供需重回紧平衡",结果价格没撑住,涨价逻辑被证伪。另外有消息称,宁德时代旗下年产能约10万吨碳酸锂当量,且为国内最大单体锂矿项目之一的枧下窝大型锂云母矿6月底正式复产,产能增量预期压顶。

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