异动解读 | 赣锋锂业盘中大跌5.25%，机构减持与高锂价抑制需求双重施压

异动解读05-15

锂业龙头赣锋锂业(01772)今日盘中出现大幅下跌，跌幅一度达到5.25%，引发市场关注。

消息面上，多重利空因素叠加打压了市场信心。知名投资机构Baillie Gifford & Co近期减持了赣锋锂业约249.71万股，持股比例随之下降。同时，公司内部也传出减持信号，公司2022年股票期权激励计划因业绩未达标而注销了部分期权，此外，公司副总裁傅利华亦计划减持股份以偿还贷款。机构与高管的减持行为共同削弱了投资者的持股信心。

行业层面同样面临压力。尽管碳酸锂现货价格近期重返高位，但期货合约价格出现回落。分析指出，短期的高锂价抑制了下游的采购意愿，并可能影响部分储能项目的经济性，从而对锂业公司的需求前景构成压力。同板块的天齐锂业等股票也同步走弱，反映了锂业股整体承压的态势。

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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