Group 1 - The lithium battery concept stocks in the Hong Kong market opened significantly lower, with Ganfeng Lithium dropping over 8% and Tianqi Lithium falling nearly 8% [1] - Carbonate lithium futures opened sharply lower, reaching a minimum of 68,600 yuan/ton, approaching the limit down [1] - Analysts suggest that if the Jiangxiawo mine resumes production quickly, the lithium carbonate market may return to a surplus situation, exerting downward pressure on lithium prices, which are expected to remain weak [1] Group 2 - Ganfeng Lithium (code: 01772) experienced a decline of 8.67%, with a latest price of 33.300 and a total market capitalization of 68.505 billion yuan, reflecting a year-to-date increase of 67.04% [2] - Tianqi Lithium (code: 09696) saw a decrease of 7.88%, with a latest price of 40.000 and a total market capitalization of 65.649 billion yuan, showing a year-to-date increase of 66.32% [2]
港股异动丨天齐锂业、赣锋锂业大幅低开,宁德时代枧下窝锂矿预计很快复产