锂矿概念股走低 Sigma Lithium(SGML.US)跌超9%

Core Viewpoint - Lithium mining stocks experienced a decline, with Sigma Lithium, Lithium Americas, and Albemarle seeing significant drops due to regulatory issues affecting Sigma Lithium's flagship project in Brazil [1] Group 1: Company Specifics - Sigma Lithium's stock fell over 9% as the Brazilian Ministry of Labor ordered the closure of three waste piles at its Minas Gerais flagship lithium project, citing "serious and imminent risks" to workers and the local community [1] - The project is Brazil's largest lithium operation, with an annual production capacity of approximately 270,000 tons of lithium concentrate, and has been non-operational since October of the previous year due to ongoing challenges in resuming production [1] - Sigma Lithium denied the existence of safety hazards, asserting that the closed waste piles consist only of soil and contain no pollutants, claiming that the restrictions will not impact its overall operations or resumption plans [1] Group 2: Industry Impact - The uncertainty surrounding the resumption timeline led Bank of America to downgrade Sigma Lithium's rating last week [1] - The Ministry of Labor rejected Sigma's appeal to lift the closure order, requiring the company to submit corrective documents to demonstrate that the issues have been resolved [1]