异动解读｜赣锋锂业盘中下跌3.68%，港股有色金属板块集体重挫拖累锂矿股

行情直击09-11

9月11日，赣锋锂业盘中下跌3.68%，报34.16港元，成交额4478.27万港元。同业天齐锂业同步跌超4%，港股有色金属板块整体跌幅居前。

消息面上，碳酸锂期货主力合约近期持续走弱，价格跌回14万元/吨关口，较上月底16万元高点回撤逾10%。摩根大通最新报告指出，上海有色网修订库存分类令报告库存较此前增加约9.4万吨，引发9月4日起情绪主导的抛售，锂价短期有向每吨13万至13.5万元下行的可能。此外，江西锂云母项目复产时间表可能较预期更长，供给端信号交织加剧短期波动。基本面上，赣锋锂业上半年营收230.97亿元，同比增长175.75%，归母净利润42.57亿元，同比扭亏增幅达901.36%，但短期锂价疲弱仍主导市场情绪。

（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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