智通财经APP获悉，锂电概念股再度走低，截至发稿，宁德时代(03750)跌6.82%，报594港元；天齐锂业(09696)跌4.15%，报33.76港元；中创新航(03931)跌3.17%，报21.4港元；赣锋锂业(01772)跌3.16%，报41.72港元；龙蟠科技(02465)跌3.08%，报10.06港元。
消息面上，近日，据市场媒体报道，西非地区规模最大的锂矿加工厂已在该国纳萨拉瓦州正式投产运营，当地媒体报道称对应年产能300万吨，折合碳酸锂当量约3万吨。业内人士分析，宁德时代枧下窝获安全生产许可证叠加西非锂矿投产，供给端新增产能集中释放,打破“紧平衡”预期。而且，需求端新能源汽车产销增速放缓与产业链去库存，形成“供增需弱”格局。锂作为周期性成长品种，市场正通过价格回调加速行业出清，倒逼高成本产能退出，为下一轮周期蓄力。
前海开源基金分析师接受采访时表示，当前碳酸锂供需关系发生变化，此前市场对需求旺盛的预期被打破，带动碳酸锂期货价格大幅下挫，直接引发锂矿板块指数重挫，此轮板块调整主要与短期期货价格波动相关。
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