异动解读｜赣锋锂业盘中上涨3.13%，巴西重要锂矿停工引发供给收紧预期

行情直击09-08 09:55

9月8日，赣锋锂业盘中上涨3.13%，报37.56港元，成交额8110.35万港元。同业天齐锂业同步上涨1.68%，板块情绪回暖。

消息面上，巴西法院9月5日发布紧急禁令，暂停Sigma Lithium旗下Grota do Cirilo锂矿全部环评许可与采矿作业。该矿为西半球最大硬岩锂矿，一期年产能达3.5万吨碳酸锂当量，是全球重要锂供给源。当地社群指控企业虚报矿区与原住民领地距离，停工时间尚不确定。此前碳酸锂期货四个交易日内一度大跌约15%，供给端突发收紧对锂价形成明显支撑，带动锂矿股反弹。

基本面上，赣锋锂业上半年实现营收230.97亿元，同比增长175.75%；归母净利润42.57亿元，同比扭亏为盈，增幅达901.36%。高盛近期将公司评级由"卖出"上调至"中性"。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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