港股异动 | 碳酸锂价格跌破8万元/吨 赣锋锂业(01772)、天齐锂业(09696)均跌近3%
锂业股早盘走低，截至发稿，赣锋锂业(01772)跌2.51%，报17.1港元；天齐锂业(09696)跌2.63%，报20.35港元。
消息面上，8月13日，上海钢联数据显示，电池级碳酸锂价格较前日下跌1500元，均价报7.8万元/吨，再次创下新低。从年初至今，碳酸锂期货主力合约价格已从12.5万元/吨的高位跌至8万元/吨以下，跌幅接近40%。建信期货指出，随着碳酸锂逐步下探至锂云母一体化成本之际，锂价波动增加，但当前锂盐厂虽有减产但力度较弱，同时上游锂资源并未减产，锂价难打开反弹空间。
国投安信期货分析师吴江认为，随着锂价重心下移，现货和矿端抵抗微弱，如果外围市场不出现大的变动，市场总体走向是降价直到矿端减产。“短期关注两个指标，一个是期现价差，目前仍在合理范围，另一个是澳矿价格，矿端止跌是碳酸锂价格止跌的必要信号。”
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