<p>天齐锂业 (09696.HK) -1.520 (-3.200%) 空头头寸 $653.24K; 比率 0.336% 今天早盘（4 日）开盘下跌 0.84%，一度跌至 HKD45.74 的低点。最后报 HKD46.18，下跌 2.78%，成交量为 176.14 万股，涉及金额为 HKD81.3027 百万。同行的赣锋锂业 (01772.HK) -2.550 (-4.211%) 空头头寸 $36.62M; 比率 6.747% 今天开盘下跌 0.91%，一度跌至 HKD57.75 的低点。最后报 HKD58.05，下跌 4.13%，成交量为 509.5 万股，涉及金额为 HKD298 百万。</p>
<p>摩根大通在一份研究报告中表示，商品及相关股票市场的情绪在短期内不太可能逆转。市场对锂的供需仍缺乏共识，导致价格主要受到新闻动态的驱动。</p>
<p>由于江西的锂辉石减产和津巴布韦的出口管制等近期积极催化因素已基本消化，摩根大通认为前方风险将倾向于不利消息。因此对赣锋锂业和天齐锂业维持中性评级。</p>
<p>（香港股票报价延迟至少 15 分钟。空头数据截至 2026-06-03 16:25。）</p>

天齐锂业

赣锋锂业

<p>天齐锂业和赣锋锂业的股价在锂行业负面情绪的影响下下跌了约 3-4%。摩根大通指出，供应和需求缺乏共识，最近的积极催化因素已经消退，而风险则倾向于不利。因此，摩根大通对这两只股票维持中性评级，预测短期内反转的可能性不大</p>

<p>TIANQI LITHIUM (09696.HK) -1.520 (-3.200%)  Short selling $653.24K; Ratio 0.336%  opened 0.84% lower this morning (4th) and once hit a trough of HKD45.74. It last printed at HKD46.18, down 2.78%, with 1.7614 million shares traded, involving HKD81.3027 million. Peer GANFENGLITHIUM (01772.HK) -2.550 (-4.211%)  Short selling $36.62M; Ratio 6.747%  opened 0.91% lower today and once fell to a trough of HKD57.75. It last printed at HKD58.05, down 4.13%, with 5.095 million shares traded, involving HKD298 million.</p>
<div class="lb-trans"><p>天齐锂业 (09696.HK) -1.520 (-3.200%) 空头头寸 $653.24K; 比率 0.336% 今天早盘（4 日）开盘下跌 0.84%，一度跌至 HKD45.74 的低点。最后报 HKD46.18，下跌 2.78%，成交量为 176.14 万股，涉及金额为 HKD81.3027 百万。同行的赣锋锂业 (01772.HK) -2.550 (-4.211%) 空头头寸 $36.62M; 比率 6.747% 今天开盘下跌 0.91%，一度跌至 HKD57.75 的低点。最后报 HKD58.05，下跌 4.13%，成交量为 509.5 万股，涉及金额为 HKD298 百万。</p>
</div><p>JP Morgan said in a research report that sentiment in commodities and related equity markets is unlikely to reverse in the near term. The market still lacks consensus on lithium supply and demand, resulting in prices being largely driven by news flow.</p>
<div class="lb-trans"><p>摩根大通在一份研究报告中表示，商品及相关股票市场的情绪在短期内不太可能逆转。市场对锂的供需仍缺乏共识，导致价格主要受到新闻动态的驱动。</p>
</div><p>As recent positive catalysts, including production cuts of lepidolite in Jiangxi and export controls in Zimbabwe, have largely played out, JP Morgan believed risks ahead will tilt toward unfavorable news. It therefore maintained a Neutral rating on both GANFENGLITHIUM and TIANQI LITHIUM.</p>
<div class="lb-trans"><p>由于江西的锂辉石减产和津巴布韦的出口管制等近期积极催化因素已基本消化，摩根大通认为前方风险将倾向于不利消息。因此对赣锋锂业和天齐锂业维持中性评级。</p>
</div><p>(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-06-03 16:25.)</p>
<div class="lb-trans"><p>（香港股票报价延迟至少 15 分钟。空头数据截至 2026-06-03 16:25。）</p>
</div>

TIANQI LITHIUM, GANFENGLITHIUM Sag ~3-4%; JPM: Recent News Adds Pressure to Lithium Sector

AASTOCKS News

摩根大通

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

天齐锂业和赣锋锂业股价下跌约 3-4%；摩根大通表示，近期新闻给锂行业带来了更大的压力