智通财经APP获悉,锂业股今日走低,截至发稿,天齐锂业(09696)跌3.88%,报21.05港元;赣锋锂业(01772)跌3.29%,报18.24港元。
消息面上,4月7日至4月11日当周,受关税风波影响,多数商品下跌,碳酸锂期货重心明显下移,主力合约时隔近半年再度跌破70000元/吨整数关口。通惠期货指出,锂矿报价再现大幅下滑,碳酸锂市场仍旧缺乏提振因素。海证期货也表示,碳酸锂一体化大厂排产较高且稳定,预计年内基调仍为过剩。
据悉,赣锋锂业3月底发布2024年年报,报告期内,公司实现营业收入189.06亿元,同比下降42.66%;归母净利润-20.74亿元,由盈转亏。这是赣锋锂业自2010年上市以来的首次亏损。对于业绩变动原因,赣锋锂业表示,2024年,全球锂盐行业经历深度调整,受供需格局转变、锂产品市场波动的影响,锂盐及锂电池产品销售价格下跌。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.