A股半導體設備板塊午後持續走低，恆運昌跌超13%，芯源微、盛美上海、富創精密、晶升股份等跟跌。

LME zinc fell 2.00% intraday to $3,487.76/tonne.

At its 2026 second extraordinary shareholders’ meeting, Ganfeng Lithium said recent lithium carbonate price swings reflect market noise rather than a change in fundamentals — lithium-salt supply and demand remain in a tight balance. June’s price drop was driven by seasonal spot weakness, amplified concerns over hidden inventories and continued weakness in futures. The company said the short-term dip should support downstream restocking ahead of the peak season. Looking to H2 and next year, supply-side risk is elevated: two–three years of depressed prices curtailed large-scale capex, and near-term new output largely comes from earlier projects, keeping expansion measured. Demand remains cautiously optimistic: storage and EV segments, supported by geopolitics and high energy prices that raise the priority of energy independence and security, should provide medium- to long-term support for lithium demand.