异动解读｜天齐锂业盘中下跌3.05%，碳酸锂跌破13万关口后锂矿板块持续承压

行情直击09-16

9月16日，天齐锂业盘中下跌3.05%，报29.22港元，成交额2527.7万港元，股价再创阶段新低。

消息面上，碳酸锂期货主力合约近期持续走弱，盘中跌破13万元/吨关口，最低触及12.71万元/吨，刷新2月初以来新低，自月初累计回撤约20%。此前SMM将碳酸锂周度库存统计口径从三类扩至四类并追溯历史数据，社会库存一次性上修约9至10万吨，引发市场对隐性库存的恐慌情绪。同时，多家头部电池企业确认，下半年以来各地基本暂停受理新增动力电池及储能电池产能备案，行业产能过剩压力凸显。同业赣锋锂业同日跌超3%，板块联动效应显著。公司虽维持锂市场紧平衡判断，但短期价格下行仍对市场情绪形成压制。

（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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