异动解读｜赣锋锂业盘中下跌3.13%，半年报扭亏后股价持续回调碳酸锂价格走低承压

行情直击09-01

9月1日，赣锋锂业盘中下跌3.13%，报39.6港元，成交额1.27亿港元，延续近期连阴走势。

消息面上，尽管公司8月28日披露的半年报表现亮眼——上半年营收230.97亿元，同比增长175.75%，归母净利润42.57亿元，同比扭亏为盈——但碳酸锂现货价格已从二季度高位持续回落至15万元/吨附近，周期股定价聚焦边际价格而非历史均价，业绩利好难以对冲价格下行预期。此外，宁德时代旗下枧下窝锂矿环评推进复产，该矿设计满产年碳酸锂产能约10万吨，市场对远期供给增量存在担忧。同行业天齐锂业同日亦下跌1.48%，板块整体承压。

（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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