异动解读｜天齐锂业盘中下跌3.09%，锂电池板块集体受压

行情直击09-02 09:47

9月2日，天齐锂业(09696.HK)盘中下跌3.09%，报36.42港元，成交额4025.49万港元。同日锂电池板块集体走弱，赣锋锂业跌4.25%、宁德时代跌3.21%、中创新航跌3.34%。

消息面上，锂电池消费税于9月起恢复征收，按现行4%税率计算，电池生产企业税负将明显上升，市场对产业链利润传导的担忧加剧。此外，尽管天齐锂业上半年交出营收122.42亿元（同比+153.32%）、归母净利42.42亿元（同比+4925.46%）的亮眼成绩单，但市场对下半年锂价环比回落、江西锂矿复产推进等供给端扩张预期保持警惕，利润高增速难以持续的预期压制估值修复空间。华泰证券指出，锂电各环节涨价范围虽在扩大，但供需偏紧持续性仍需关注。

（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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