异动解读｜赣锋锂业盘中下跌3.09%，碳酸锂旺季反向下行叠加机构下调锂价预期持续承压

行情直击09-28 09:39

9月28日，赣锋锂业盘中下跌3.09%，报30.0港元，成交额2934.35万港元，股价再创近期新低。

消息面上，锂业股近期持续承压受多重利空共振驱动：碳酸锂市场在传统旺季反向下行，供应端回升与需求弱化预期形成共振；此前碳酸锂库存统计口径调整导致隐性库存一次性显性化逾9万吨，叠加头部电池厂下修排产传闻及储能砍单消息冲击市场信心。瑞银近期大幅下调2027年中国锂价假设至每吨12万元，降幅达四成，并将赣锋锂业目标价下修至44.28港元。与此同时，贝莱德9月内连续减持赣锋锂业H股，好仓比例从9.72%降至7.72%。同板块天齐锂业同日跌2.57%，锂矿股整体走弱。

（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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