异动解读｜赣锋锂业盘中下跌3.04%，澳洲锂矿重启与机构减持延续抛压

行情直击05-21 11:35

5月21日，赣锋锂业盘中下跌3.04%，报68.55港元，成交额3.9亿港元，延续近期弱势。

消息面上，澳洲MinRes宣布因锂价回升，旗下Bald Hill锂矿将重启运营，6月启动采矿作业、7月开始生产锂辉石精矿，进一步加剧供给端压力。此外，知名机构Baillie Gifford & Co于近日减持公司约260万股，每股均价约77.35港元，持股比例降至4.53%。叠加SQM上调全年出货量3万吨、碳酸锂高价抑制下游采购意愿等因素，多空分歧加剧，股价持续承压。

（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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