人勤春来早，功到秋华实。新年伊始，巴渠大地寒意尚存，但四川省达州市宣汉普光工业园区内早已是 一片火热。1月以来，一个强劲的数据为这份火热提供了最直观的注脚：全县供电量同比增长21.5%， 同期用电负荷更是大幅攀升45.5%，达到38.8万千瓦。电量与负荷的"双跃升"，如同一枚强劲的经济"心 跳"，清晰传导出这片工业热土上奔涌的生产活力与冲刺"开门红"的坚定决心。 电网 " 强筋健骨 " ，为产业冲刺注入 " 稳定剂 " 用电需求井喷式增长的源头，直指宣汉的重点企业与多个百亿级制造业重大项目。航达钢铁、正达凯、 赣锋锂业等龙头企业的生产线开足马力，成为推高用电曲线的核心动力。 不远处，宣汉正达凯先进智造产业园项目也已进入试生产阶段。这个以天然气为原料、经压缩、脱硫、 转化，生产合成气，浦景化工乙二醇及碳酸二甲酯技术等新材料的大型项目，自2025年1月一次性开车 成功后便稳步推进。 产业园项目已建成的合成气制备装置、乙二醇合成装置、空分装置、全厂火炬、冷冻站、脱盐水站、回 用水站、中间罐区、原料及成品罐区、废气焚烧炉等设备需电量较大，尽管目前该企业的用电负荷与去 年12月保持平衡，但从1月以来的下网电量已达190 ...

天眼查工商信息显示，近日，赣锋全球(上海)能源科技有限公司成立，法定代表人为张頔源，注册资本 500万人民币，经营范围含软件开发、货物进出口、技术进出口、新兴能源技术研发、电池零配件销 售、储能技术服务、信息技术咨询服务、智能控制系统集成等。股东信息显示，该公司由赣锋锂业 （002460）旗下江西赣锋锂电科技股份有限公司全资持股。 ...

Group 1 - International precious metals futures closed mixed, with COMEX gold futures rising by 1.48% and COMEX silver futures falling by 1.78% [1] - The non-ferrous sector benefits from the combination of "global monetary easing, rigid supply, and new demand," leading to increased interest in the "higher gold and copper content" Non-ferrous 50 ETF (159652), which has attracted over 1.4 billion yuan in the last 20 trading days, bringing its total scale to over 6 billion yuan [1][4] Group 2 - A Danish pension fund plans to liquidate its U.S. Treasury holdings by the end of the month due to concerns over credit risk associated with U.S. policies, which has led to increased interest in gold as a safe-haven asset [3] - The non-ferrous metal sector is expected to see strong performance in 2025, with companies in the Non-ferrous 50 ETF (159652) projecting collective earnings growth, including a 120%-142% increase for Northern Rare Earth [4] Group 3 - The non-ferrous industry is expected to maintain high prosperity in 2026-2027 due to a combination of recovery cycles and supply constraints, with copper and aluminum prices anticipated to improve [5] - Global electrolytic copper supply is expected to remain limited in 2026, with demand driven by U.S. stockpiling and grid construction, potentially leading to a shift from surplus to shortage [6] Group 4 - Aluminum prices have been gradually increasing since the second half of 2025, with expectations of a supply growth rate of only 1.7% in 2026, resulting in a projected shortfall of over 800,000 tons [9] - Energy metals like lithium are expected to see improved supply-demand dynamics in 2026-2027, with prices likely to rise due to increased demand from energy storage batteries [12] Group 5 - The Non-ferrous 50 ETF (159652) is positioned to benefit from a comprehensive layout across various metal sectors, including gold, copper, aluminum, lithium, and rare earths, capitalizing on the super cycle of non-ferrous metals [13] - The ETF has a leading copper content of 34% and gold content of 12%, with a high concentration of top holdings at 38% [15] Group 6 - The Non-ferrous 50 ETF (159652) has shown superior performance since 2022, with a cumulative return leading its peers and a lower maximum drawdown, indicating a better investment experience [17] - The index's growth has been driven by earnings rather than valuation expansion, with a current P/E ratio of 26.27, down 52% from five years ago, suggesting a favorable valuation [18]

Group 1 - JPMorgan Chase & Co. increased its stake in Ganfeng Lithium Co., Ltd. by purchasing 3.4411 million shares at an average price of HKD 66.2865 per share, totaling approximately HKD 228 million [1] - Following the acquisition, JPMorgan's total holdings in Ganfeng Lithium rose to 31.5478 million shares, increasing its ownership percentage from 5.81% to 6.53% [1]

Group 1 - JPMorgan Chase & Co. increased its stake in Ganfeng Lithium Co., Ltd. by acquiring 3.4411 million shares at an average price of HKD 66.2865 per share, totaling approximately HKD 228 million [1] - Following the acquisition, JPMorgan's total holdings in Ganfeng Lithium rose to 31.5478 million shares, increasing its ownership percentage from 5.81% to 6.53% [1]

证券时报记者 陈见南 1月21日，A股顺周期板块表现亮眼，其中申万有色金属行业指数涨幅2.79%，钢铁、建筑材料行业指数涨幅均超 1%。从2026年以来的行情看，有色金属行业指数涨幅排名第一，上涨近16%，基础化工上涨超11%，机械设备、 建筑材料等均上涨超7%。 顺周期板块对经济景气、价格和产能利用率高度敏感，一般包括上游的油气、有色金属等资源行业，中游的机 械、化工等制造行业，下游的汽车、家电等行业。业内人士表示，随着"反内卷"政策逐步深化，CPI触底回升，顺 周期板块整体表现比较强劲，或将显著跑赢市场基准。 博时基金表示，当前虽无明显的增长改善预期，但人民币强势，同时产业催化也有一定期待，"春季躁动"行情仍 可能有相对较强的驱动。结构方面，历次"春节躁动"行情主要集中在科技成长和部分顺周期领域。 值得注意的是，促进物价合理回升已是目前宏观调控的重要目标。1月20日，国家发展改革委副主任王昌林在新闻 发布会上表示，将会同相关部门打好政策"组合拳"，持续推动物价合理回升，并将促进物价合理回升作为货币政 策的重要考量。 从具体个股看，中自科技机构一致预测2026年净利润增速或超过51倍，排名第一，预测净利润为 ...

香港联交所最新资料显示，1月15日，摩根大通增持赣锋锂业（002460）(01772)344.1098万股，每股作 价66.2865港元，总金额约为2.28亿港元。增持后最新持股数目约为3154.78万股，最新持股比例为 6.53%。 ...

智通财经APP获悉，香港联交所最新资料显示，1月15日，摩根大通增持赣锋锂业(01772)344.1098万 股，每股作价66.2865港元，总金额约为2.28亿港元。增持后最新持股数目约为3154.78万股，最新持股 比例为6.53%。 ...

港交所文件显示：摩根大通于1月15日在赣锋锂业(01772.HK)的多头头寸比例从5.81%增加至6.53%。 本文源自：金融界AI电报 ...

Market Performance - The Hong Kong stock market showed resilience, with the Hang Seng Index and the Hang Seng Tech Index recovering from previous declines, closing up by 0.37% and 1.11% respectively [1][2] - The overall market remained stable despite a significant drop in US stocks overnight [1] Sector Performance - Major technology stocks saw gains, with notable increases in shares of Hua Hong Semiconductor (up over 5%) and SenseTime (up over 4%) [4][5] - Semiconductor stocks were active, driven by positive sentiment in the AI-driven storage cycle, with companies like Zhaoyi Innovation reaching new highs [2][7] - Gold stocks surged, led by Chifeng Jilong Gold (up over 9%) and Lingbao Gold (up over 8%), as spot gold prices broke through $4,880 [6][8] Individual Stock Movements - The stock of Skyworth Group soared over 37% after announcing a distribution of shares in Skyworth Photovoltaic and plans for a mainboard listing [16] - Southbound funds recorded a net inflow of HKD 13.93 billion, indicating strong investor interest [19] Future Outlook - Analysts predict that the Hang Seng Index could challenge the 30,000 to 31,000 point range by 2026, as current valuations remain below historical averages [21]