智通财经APP获悉，赣锋锂业(01772)跌超4%，截至发稿，跌4.22%，报39.96港元，成交额3.53亿港元。
消息面上，赣锋锂业昨晚公告，预计上半年度净利润36.5亿元至46亿元，同比扭亏为盈。公司表示锂盐产品销售价格显著上涨，叠加储能市场需求持续增长，锂电池板块产销量明显提升。值得注意的是，该公司今年二季度归母净利18.1-27.6亿元，环比-1%至+50%。
此外，中信建投指出，供给边际宽松预期压制锂价，主要是江西锂矿复产及津巴布韦锂精矿到港均将在7月兑现，但精矿维持紧现实格局，部分锂盐厂因原料偏紧及检修等因素出现减量，辉石及云母产量下降，周内产量维持降势；同时库存方面依然维持去化，部分散单惜售挺价。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.