异动解读｜天齐锂业盘中下跌3.19%，枧下窝复产预期持续施压叠加锂矿板块联动走弱

行情直击06-25

6月25日，天齐锂业盘中下跌3.19%，报41.62港元/股，成交额8593.99万港元。

消息面上，宁德时代旗下宜春枧下窝锂矿于6月17日重获用地预审批复，市场预计四季度有望复产，供给宽松预期持续发酵。该矿推断伴生氧化锂资源量265.68万吨，折合碳酸锂当量约657万吨，若如期复产将对供需格局形成显著压力。碳酸锂期货近期从17.5万元/吨高位回落至15.5万元附近，进一步拖累锂矿股估值。此外，港交所数据显示摩根大通对天齐锂业H股好仓比例从14.38%降至13.86%，机构减仓信号加剧市场谨慎情绪。同行业赣锋锂业同日下跌4.91%，板块联动效应显著。

（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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