异动解读｜赣锋锂业盘中下跌3.32%，碳酸锂价格持续回调叠加钠电池替代担忧压制锂业板块

行情直击06-08

6月8日，赣锋锂业盘中下跌3.32%，报53.95港元，成交额2.32亿港元，延续近期弱势。

消息面上，宁德时代钠电池量产消息持续发酵，引发市场对锂电需求被替代的担忧；碳酸锂期货价格自5月中旬触及21万元/吨高位后大幅回调，近期已跌至16万元/吨附近，广期所碳酸锂仓单数量创历史新高进一步压制市场情绪。此外，公司此前就Mt Marion锂矿项目做出4.90亿美元最终投资决定，市场担忧巨额资本支出加重财务负担。摩根大通维持公司"中性"评级，目标价70港元，指出商品和股票市场情绪短期内难以逆转。同板块天齐锂业同日下跌1.19%，锂矿板块整体承压。

（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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