A股市场锂矿股全线大跌，其中，国城矿业、天华新能跌超8%，盛新锂能、中矿资源跌超7%，大中矿业、永兴材料、融捷股份跌超6%，西藏城投跌5%，天齐锂业、赣锋锂业、雅化集团跌超4%。 消息面上，碳酸锂主力合约盘中跳水大跌超5%，至151120元/吨。有分析人士称，今日碳酸锂价格大跌，原因是宜丰县政府官网补充公示了枧下窝矿的二次环评。此前该矿因被举报公示流程有瑕疵而暂停，这次补充公示被市场解读为矿山复产进程可能加速的信号。即便该矿目前仍处于受理前公示阶段，实际复产还需时间，但这一消息在情绪上对市场构成了较大压力。市场担心，一旦这个关键矿山在未来几个月(有观点认为可能在四季度)恢复大规模开采，将从供给端打破当前紧平衡的局面。
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.