港股异动 | 赣锋锂业(01772)盘中跌近4% 全年过剩局面未改 锂价或继续走弱
赣锋锂业(01772)盘中跌近4%，触及18港元创阶段新低。截至发稿，跌3.2%，报18.14港元，成交额7669.48万港元。
消息面上，近日，碳酸锂期货、现货价格二度下破10万关口。6月18日，上海钢联数据，国内电碳价格再次下跌，均价报9.75万元/吨；广期所数据，碳酸锂期货6个合约收盘价均低于10万元/吨，其中，2407、2408合约分别报收9.28万元/吨、9.585万元/吨。
华福证券指出，Q1因锂价低迷以及股东拿货需求减弱致海外锂矿供给转弱，但因包销模式转变以及锂市场或将促进Q2海外锂供给增加。短期因下游排产转弱以及客供长单占比提高，锂价或继续走弱，24全年过剩局面未改，仍需通过锂价超跌实现供需再平衡，但当前价格已经临近中枢价格。
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