异动解读｜赣锋锂业盘中下跌3.05%，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08-31

8月31日，赣锋锂业(01772)盘中下跌3.05%，报40.08港元，成交额2.04亿港元，股价延续近期连阴走势。

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，增幅达901.36%；经营性现金流净额13.28亿元，同比增长342.24%——但碳酸锂现货价格持续走低对板块形成压制。此外，宁德时代旗下宜春枧下窝锂矿（全球已探明最大锂云母矿，设计满产年产约10万吨碳酸锂）环评拟受理推进复产，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1.78%，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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