据交易所数据显示，截至1月30日午间收盘，主力资金流出前20的股票分别为： 蓝色光标（-16.38亿元）、 北方稀土（-13.21亿元）、 紫金矿业（-12.56亿 元）、铜陵有色（-12.32亿元）、 洛阳钼业（-11.28亿元）、 浙文互联（-10.48亿元）、 江波龙（-9.78亿元）、 工业富联（-9.75亿元）、 包钢股份（-9.32 亿元）、 天齐锂业（-8.97亿元）、 赣锋锂业（-8.84亿元）、 华友钴业（-8.41亿元）、 特变电工（-8.31亿元）、 隆基绿能（-7.99亿元）、 江西铜业（-7.31 亿元）、 洲际油气（-6.35亿元）、 中兴通讯（-6.28亿元）、五 粮 液（-6.16亿元）、 中国铝业（-6.10亿元）、 利欧股份（-6.09亿元）。 | 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行 | | --- | --- | --- | --- | | 蓝色光标 | -3.59 | -16.38亿元 | 文化传妙 | | 北方稀土 | -8.72 | -13.21亿元 | 小金属 | | 紫金矿业 | -8.33 | -12.56亿元 | 有色金属 | | 铜 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603878 | 武进不锈 | 56'8 | -4.07% | 42.56万 | 3.88 Z | | 601686 | 友发集团 | 6.33 | -1.71% | 18.68万 | 1.18亿 | | 600126 | 杭钢股份 | 9.02 | -0.99% | 96.34万 | 8.79亿 | | 000959 | 首钢股份 | 5.68 | -0.70% | 40.49万 | 2.31亿 | | 600808 | 马钢股份 | 4.36 | -0.68% | 89.49万 | 3.92亿 | | 000717 | 中南股份 | 2.73 | -0.36% | 49.60万 | 1.35亿 | | 002110 | 三钢闽光 | 4.55 | -0.22% | 52.99万 | 2.42亿 | | 000932 | 华菱钢铁 | 6.27 | 0.32% | 125.48万 | 7.89亿 | | 600581 | 八—钢铁 | 2.99 ...

| 长芯博创 | 5.68 | 5.95亿元 | 通信议 | | --- | --- | --- | --- | | 泸州老窖 | g | 5.78亿元 | 型系驳同 Andrew Pr | | 盛和资源 | 10 | 5.44亿元 | 小金属 | | 天龙集团 | 17.89 | 5.31亿元 | | | 信科移动- | 6.09 | 4.68亿元 | 通信议館 | | 司機技 | 13-493 | 4:59 经弄 | 同样烈 | | 昆仑万维 | 7.08 | 4.59亿元 | 互联网服 | | 四川金顶 | 9.58 | 4.36亿元 | 高線建 | | 捷佳伟创 | 6.78 | 4.02亿元 | 光伏设备 | | | | | 方案,覆 | | *数据仅供参考，不构成投资建议 | | | 风力发电 | | | | | 光伏发电 | 据交易所数据显示，截至1月29日午后一小时，主力资金流入前20的股票分别为： 蓝色光标（27.13亿元）、 贵州茅台（25.59亿元）、 北方稀土（16.10亿 元）、 科大讯飞（15.57亿元）、 航天科技（11.44亿元）、 天孚通信（9.34亿元）、 浙文互联（8.5 ...

通过天眼查大数据分析，内蒙古包钢钢联股份有限公司共对外投资了34家企业，参与招投标项目75856 次；财产线索方面有商标信息18条，专利信息1825条；此外企业还拥有行政许可583个。 证券之星消息，根据天眼查APP-财产线索数据整理，内蒙古包钢钢联股份有限公司1月26日发布《2026 年包钢矿山系统用-35#柴油第四批次协同采购成交结果公示》，详情如下： 标题：2026年包钢矿山系统用-35#柴油第四批次协同采购成交结果公示 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 采购方：内蒙古包钢钢联股份有限公司 供应商：中石化中海船舶燃料供应有限公司河北分公司 中标金额：6255000.0 地区：内蒙古自治区 发布日期：2026-01-26 数据来源：天眼查APP ...

据交易所数据显示，截至1月29日午间收盘，主力资金流入前20的股票分别为： 蓝色光标（28.14亿元）、 贵州茅台（16.38亿元）、 科大讯飞（15.99亿 元）、 北方稀土（13.97亿元）、 天孚通信（10.90亿元）、 浙文互联（7.79亿元）、 TCL中环（6.67亿元）、 N振石（6.56亿元）、 包钢股份（6.08亿 元）、 长芯博创（5.58亿元）、 捷佳伟创（5.53亿元）、 航天科技（5.24亿元）、 岩山科技（5.03亿元）、 盛和资源（4.86亿元）、 天龙集团（4.83亿 元）、 昆仑万维（4.36亿元）、 钧达股份（4.16亿元）、 三六零（4.07亿元）、 信科移动U（4.00亿元）、 泸州老窖（3.95亿元）。 | 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行 | | --- | --- | --- | --- | | 蓝色光标 | 14.59 | 28.14亿元 | 文化传妙 | | 贵州茅台 | 3.72 | 16.38亿元 | 眼酒行」 | | 科大讯飞 | 10 | 15.99亿元 | 软件开发 | | 北方稀土 | 8.34 | 13.97亿元 | 小金 ...

证券之星消息，1月28日普钢板块较上一交易日上涨1.76%，凌钢股份领涨。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。普钢板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600231 | 凌钢股份 | 2.46 | 5.58% | 83.26万 | 2.05亿 | | 000709 | 河钢股份 | 2.58 | 2.79% | 172.73万 | 4.40 Z | | 000778 | 新兴铸管 | 4.84 | 2.76% | 116.32万 | 5.59亿 | | 002110 | 三钢闽光 | 4.56 | 2.70% | 40.29万 | 1.82亿 | | 000898 | 鞍钢股份 | 2.70 | 2.66% | 75.26万 | 2.02亿 | | 600010 | 包钢股份 | 2.60 | 2.36% | 1471.76万 | 37.70亿 | | 600782 | 新钢股份 | 4.06 | 2. ...

2020-2025年中国钢材产量统计图 数据来源：国家统计局，智研咨询整理 上市企业：宝钢股份（600019）,鞍钢股份（000898）,马钢股份（600808）,沙钢股份（002075）,首钢股 份（000959）,包钢股份（600010）,太钢不锈（000825）,华菱钢铁（000932）,河钢股份（000709）,南 钢股份（600282） 相关报告：智研咨询发布的《2026-2032年中国钢材深加工行业竞争格局分析及投资发展研究报告》 根据国家统计局数据显示：2025年12月中国钢材产量为1.2亿吨，同比下降3.8%；2025年中国钢材累计 产量为14.5亿吨，累计增长3.1%。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

中国发展网讯 1月22日，在市十一届人大六次会议开幕大会上，政府工作报告明确提出："2026年，建成投产安宁钛材等10亿元以上项目3个、亿元以上项 目9个，加快建设钒化工、钛金属深加工、特色铸造产业园，钒钛产业产值突破650亿元。" 提出这一目标的底气，来自全市钒钛产业发展的坚实基础。自2023年起，攀枝花钒钛产业产值连续3年超过钢铁产业。目前，攀枝花已建成全国最大的钛 原料生产基地、唯一的全流程钛工业基地。 目标的落地，离不开有力的支撑。此前一周，攀枝花市人民政府与四川产业振兴基金投资集团有限公司签订《攀枝花钒钛产业发展基金框架协议》，共同 在攀组建总规模50亿元的钒钛产业发展基金，以市场化力量为产业升级注入蓬勃动力。目标与支撑同向发力，攀枝花钒钛产业发展的路径愈发清晰：向 着"十五五"建设高能级"中国钒钛之都"的目标扎实迈进。 过去，攀枝花守着钛宝库，却常面临"富矿穷技术"的尴尬。资源型城市如何跳出"挖矿卖石"的老路？攀枝花的答案是：向科技创新要未来。 "钛这东西，在石头里藏得深、取出难。"攀钢研究院研究员李开华一句话道出关键。从2007年开始，攀钢历时8年攻关，终于从本地矿石里炼出海绵钛； 又用7年时间 ...

Report Summary 1. Report Industry Investment Ratings No investment ratings were provided in the report. 2. Core Views - **Global Fixed - Income Market**: A new logic has emerged where bonds have shifted from traditional safe - havens to risk sources. Fiscal sustainability has become the core anchor for bond pricing, and the new logic is driven by the combination of fiscal, monetary, and inflationary pressures. It is also globally contagious, affecting both developed and emerging markets. The fiscal health of economies and policy games are key considerations for fixed - income investment [2]. - **Renminbi Exchange Rate**: The RMB has a solid foundation for appreciation, supported by domestic export and settlement data. However, the appreciation process will be regulated by the central bank and may be affected by the strength of the US dollar index. Short - term export enterprises are advised to lock in forward settlements, and import enterprises can adopt a rolling foreign exchange purchase strategy [6][7]. - **Equity Index**: The medium - to long - term upward trend of the equity index is supported by policy and liquidity, but the small - and medium - cap indices may experience short - term technical adjustments due to overheating [7]. - **Container Shipping to Europe**: The market is in a game between the weak current reality and the uncertain future. There are both positive factors such as the delay of full - scale resumption of navigation and local improvements in macro data, and negative factors like the sharp decline in spot freight rates and trade protectionism. The future price trend depends on the realization of resumption of navigation [11]. - **Commodities** - **Carbonate Lithium**: Before the Spring Festival, it is recommended to reduce positions. Attention should be paid to the opportunity of selling volatility [16]. - **Industrial Silicon and Polysilicon**: In the short term, the price of industrial silicon is likely to rise, but the upward elasticity is restricted by the polysilicon inventory. Long - term investors can consider a long - position strategy at low prices [18][19]. - **Copper**: The price is in a narrow - range shock. It is not recommended to build new positions above 100,000 yuan, and long - positions built in the range of 90,000 - 95,000 yuan can be held [24]. - **Aluminum and Its Products**: Aluminum prices are expected to be volatile and slightly stronger in the short term and bullish in the long term; alumina is expected to be weak; cast aluminum alloy is expected to be slightly stronger [25][26][27]. - **Zinc**: The price may be volatile and slightly stronger, but it is also affected by macro and geopolitical factors [27]. - **Nickel - Stainless Steel**: The supply side is facing disturbances, and the market is in a state of long - short competition. Attention should be paid to supply - side news and inventory changes [29]. - **Tin**: The price may be in a high - level wide - range shock due to geopolitical factors [31]. - **Lead**: The price is expected to be in a narrow - range shock, and selling options to collect premiums is recommended [32]. - **Oilseeds and Oils**: External soybean futures are weakly oscillating, and domestic soybean meal is expected to stop falling in the short term. Rapeseed meal may return to international pricing. Oils are expected to remain strong, with palm oil being the strongest [33][35][36]. - **Fuel Oil**: The high - sulfur fuel oil market has a poor fundamental situation, but the Iranian issue provides support at the bottom [39]. - **Asphalt**: The short - term price is expected to be in a shock state. The 02 and 03 contracts' premium opportunities may be stable trading opportunities [41]. - **Platinum and Palladium**: In the medium - to long - term, the bull market foundation remains. The price is expected to be in a high - level wide - range shock, and attention should be paid to position control [47][48]. - **Gold and Silver**: The prices have reached new highs, driven by geopolitical risks, policy uncertainties, and the weakening of the US dollar. They are in an upward - prone state, and short - term corrections can be considered as opportunities to build long - positions [48][49]. - **Paper Pulp and Offset Paper**: It is recommended to wait and see for both paper pulp and offset paper futures [53]. - **LPG**: The short - term price is supported by external cold snaps and geopolitical factors, but the demand side is weakening [54]. - **PTA - PX**: The prices are strongly rising due to concentrated long - positions. However, the high - valuation situation is not suitable for chasing long - positions. It is recommended to wait for corrections to build long - positions [58]. - **MEG - Bottle Chips**: The price of ethylene glycol has bottomed out and is expected to fluctuate widely with the macro - environment. It is not suitable to be used as a short - position target in the short term [60]. - **Methanol**: The price has rebounded, mainly due to geopolitical risks and the improvement of the energy - chemical sector's sentiment. It is recommended to wait and see for single - side trading and consider 3 - 5 reverse spreads and expanding MTO profits [62]. - **PP and PE**: Both are affected by market sentiment and sector rotation. Their fundamentals are weak, and it is recommended to wait and see [64][67]. - **Pure Benzene - Styrene**: Both are running strongly. It is recommended to wait and see and look for opportunities to buy on dips for styrene [68]. - **Urea**: It is recommended to hold long - positions for the 05 contract, but the price may correct in the short term [70]. - **Glass and Soda Ash**: The price elasticity of soda ash is limited, and glass is in a state of weak supply and demand, with no obvious trend [72][73]. - **Propylene**: The price is affected by cost and supply - demand factors. Attention should be paid to geopolitical and device - related changes [75]. - **Black Commodities** - **Rebar and Hot - Rolled Coil**: The prices are in a range - bound shock, with the rebar 2605 contract in the range of 3050 - 3200 yuan and the hot - rolled coil 2605 contract in the range of 3200 - 3350 yuan [76][77]. - **Iron Ore**: The price has limited downward space. Although the supply is abundant, the demand has certain resilience, and the steel mill's restocking demand is strong [78][80]. - **Coking Coal and Coke**: The demand for coking coal and coke may be insufficient in the short term. The coking coal spot price may face downward pressure, and attention should be paid to post - holiday mine resumption and macro - sentiment changes [83]. - **Silicon Ferrosilicon and Manganese Silicon**: They are in a range - bound shock, with silicon ferrosilicon in the range of 5400 - 5900 yuan and silicon manganese in the range of 5700 - 6100 yuan [84][85]. - **Agricultural and Soft Commodities** - **Live Pigs**: The main 03 contract may rise in an oscillating manner [88]. - **Cotton**: The domestic cotton price has an upward drive in the medium - to long - term, but the short - term upward space is restricted by the internal - external price difference. It is recommended to build long - positions on dips [90][91]. - **Sugar**: The domestic sugar price has limited probability of further increase due to the decline of raw sugar and weak demand [93]. - **Eggs**: The main contract may weaken in an oscillating manner [95]. - **Apples**: The futures price may continue to rise if the demand continues to improve and inventory is removed more than expected [96]. - **Red Dates**: The short - term price may be in a low - level shock, and the long - term price is under pressure due to sufficient supply [97]. - **Logs**: The price is in a range of 750 - 795, and a double - selling strategy of put at 750 and call at 800 can be considered [101]. 3. Section - by - Section Summaries Macroeconomic and Financial Futures - **Macro**: The probability of Rick Rieder of BlackRock being elected as the Fed Chairman has soared. His policy stance may lead to a further cut in policy rates. Japan's Prime Minister will take measures against abnormal market fluctuations, and the US is affected by a winter storm [1]. - **Renminbi Exchange Rate**: The on - shore RMB against the US dollar closed higher in the previous trading day. The RMB is supported by domestic data for appreciation, but the process will be regulated by the central bank [3][6]. - **Equity Index**: The previous trading day's index showed a differentiated trend, with large - cap indices weak and small - and medium - cap indices rising. The market may have short - term corrections due to overheating [7]. - **Treasury Bonds**: The bond market rebounded last week, but the short - term may continue to oscillate. Medium - term long - positions can be held, and short - term investors can wait and see [8][9]. Container Shipping to Europe - **Market Review**: The futures contracts showed a differentiated trend, with the near - term contracts relatively stable and the far - term contracts showing different trends. The主力合约 EC2604 slightly declined, and the次主力合约 EC2606 rose [10]. - **Information Summary**: There are positive factors such as the delay of full - scale resumption of navigation and local improvements in macro data, and negative factors like the sharp decline in spot freight rates, the weakening of freight rate indices, and trade protectionism [11]. - **Trading Judgment**: The 02 and 04 contracts' prices decreased year - on - year. If the resumption of navigation cannot be realized, the 06 contract may have some upward space [12][13]. Commodities - **New Energy** - **Carbonate Lithium**: The price rose last week, and the market is active. It is recommended to reduce positions before the Spring Festival and pay attention to selling volatility [15][16]. - **Industrial Silicon and Polysilicon**: The prices of both showed certain changes last week. In the short term, the price of industrial silicon is likely to rise, but the polysilicon inventory restricts its upward elasticity [17][19]. - **Non - Ferrous Metals** - **Copper**: The price was in a narrow - range shock last week. The LC spread narrowed, and LME copper warehouse receipts in US warehouses flowed in. It is not recommended to build new positions above 100,000 yuan [21][24]. - **Aluminum and Its Products**: The prices of aluminum, alumina, and cast aluminum alloy showed different trends. Aluminum is expected to be slightly stronger in the short term and bullish in the long term; alumina is expected to be weak; cast aluminum alloy is expected to be slightly stronger [25][26][27]. - **Zinc**: The price was oscillating strongly. The supply is expected to be relatively loose, and the demand is weak. It may oscillate strongly following the sector [27]. - **Nickel - Stainless Steel**: The prices of nickel and stainless steel showed different trends. The supply side is facing disturbances, and the market is in a state of long - short competition [28][29]. - **Tin**: The price was oscillating strongly and reached a new high at night. It is affected by geopolitical factors [30][31]. - **Lead**: The price was oscillating weakly. The supply and demand are both weak, and it is recommended to sell options to collect premiums [32]. - **Oilseeds and Oils** - **Oilseeds**: External soybean futures are weakly oscillating, and domestic soybean meal is expected to stop falling in the short term. Rapeseed meal may return to international pricing [33][35]. - **Oils**: Oils are expected to remain strong, with palm oil being the strongest. The market is affected by geopolitical factors and bio - fuel policies [36][37]. - **Energy and Oil and Gas** - **Fuel Oil**: The high - sulfur fuel oil market has a poor fundamental situation, but the Iranian issue provides support at the bottom [39]. - **Asphalt**: The short - term price is expected to be in a shock state. The 02 and 03 contracts' premium opportunities may be stable trading opportunities [41]. - **Precious Metals** - **Platinum and Palladium**: The prices rose last week. In the medium - to long - term, the bull market foundation remains. The price is expected to be in a high - level wide - range shock [44][48]. - **Gold and Silver**: The prices reached new highs, driven by geopolitical risks, policy uncertainties, and the weakening of the US dollar. They are in an upward - prone state [48][49]. - **Chemicals** - **Paper Pulp and Offset Paper**: The paper pulp futures price is affected by the spot market and may have limited upward space. The offset paper futures price is affected by cost and supply - side factors. It is recommended to wait and see for both [51][53]. - **LPG**: The short - term price is supported by external cold snaps and geopolitical factors, but the demand side is weakening [54]. - **PTA - PX**: The prices are strongly rising due to concentrated long - positions. However, the high - valuation situation is not suitable for chasing long - positions. It is recommended to wait for corrections to build long - positions [55][58]. - **MEG - Bottle Chips**: The price of ethylene glycol has bottomed out and is expected to fluctuate widely with the macro - environment. It is not suitable to be used as a short - position target in the short term [59][60]. - **Methanol**: The price has rebounded, mainly due to geopolitical risks and the improvement of the energy - chemical sector's sentiment. It is recommended to wait and see for single - side trading and consider 3 - 5 reverse spreads and expanding MTO profits [61][62]. - **PP and PE**: Both are affected by market sentiment and sector rotation. Their fundamentals are weak, and it is recommended to wait and see [63][67]. - **Pure Benzene - Styrene**: Both are running strongly. It is recommended to wait and see and look for opportunities to buy on dips for styrene [68]. - **Urea**: The price of the 05 contract may continue to rise, but there may be short - term corrections. It is recommended to hold long - positions [69][70]. - **Glass and Soda Ash**: The soda ash market has an over - supply expectation, and the glass market is in a state of weak supply and demand. Both have limited price elasticity [71][73]. - **Propylene**: The price is affected by cost and supply - demand factors. Attention should be paid to geopolitical and device - related changes [74][75]. - **Black Commodities** - **Rebar and Hot - Rolled Coil**: The prices are in a range - bound shock. The supply is expected to increase slightly, and the demand will weaken seasonally [76][77]. - **Iron Ore**: The price has limited downward space. Although the supply is abundant, the demand has certain resilience, and the steel mill's restocking demand is strong [78][80]. - **Coking Coal and Coke**: The demand for coking coal and coke may be insufficient in the short term. The coking coal spot price may face downward pressure, and attention should be paid to post - holiday mine resumption and macro - sentiment changes [81][83]. - **Silicon Ferrosilicon and Manganese Silicon**: They are in a range - bound shock, with silicon ferrosilicon in the range of 5400 - 5900 yuan and silicon manganese in the range of 5700 - 6100 yuan [84][85]. - **Agricultural and Soft Commodities** - **Live Pigs**: The spot price has stabilized. The main 03 contract may rise in an oscillating manner [87][88]. - **Cotton**: The domestic cotton price has an upward drive in the medium - to long - term, but the short - term upward space is restricted by the internal - external price difference. It is recommended to build long - positions on dips [89][91]. - **Sugar**: The domestic sugar price has limited probability of further increase due to the decline of raw sugar and weak demand [92][93]. - **Eggs**: The main contract may weaken in an oscillating manner due to the weakening of pre - holiday demand [94][95]. - **Apples**: The futures price may continue to rise if the demand continues to improve and inventory is removed more than expected [95][96]. - **Red Dates**: The short - term price may be in a low - level shock, and the long - term price is under pressure due to sufficient supply [97]. - **Logs**: The price is in a range of 750 - 795, and a double - selling strategy of put at 750 and call at 800 can be considered [98][101].

Group 1: Copper - The LME copper price increased by 0.25% to $12,840.0 per ton, while the Shanghai copper price rose by 0.57% to ¥101,300 per ton [1] - Copper concentrate processing fees fell to -$49.79 per ton, and national copper inventory increased by 2.9% week-on-week, with a year-on-year increase of 203,000 tons [1][13] - The operating rate of copper cable enterprises increased by 2.72 percentage points to 58.71%, with a year-on-year increase of 15.87% [1][13] Group 2: Aluminum - The LME aluminum price rose by 0.29% to $3,137.5 per ton, and the Shanghai aluminum price increased by 1.53% to ¥24,300 per ton [2][14] - The operating rate of domestic aluminum processing enterprises fell by 6.3 percentage points to 51.1% due to the upcoming Spring Festival [2][14] - Electrolytic aluminum ingot inventory decreased by 6,000 tons to 743,000 tons [2][14] Group 3: Gold - COMEX gold price increased by 6.88% to $4,938.4 per ounce, with SPDR gold holdings rising by 4.86 tons to 1,079.66 tons [3][15] - Geopolitical risks have led to a strong fluctuation in the gold market [3][15] - The 10-year TIPS yield decreased by 0.07 percentage points to 1.95% [3][15] Group 4: Rare Earths - The price of praseodymium and neodymium oxide decreased by 0.25% to ¥672,700 per ton [4][36] - December exports of rare earth permanent magnets increased by 7% year-on-year, indicating a recovery in exports [4][36] - The rare earth sector is expected to see upward price momentum due to supply constraints and favorable export conditions [4][36] Group 5: Tungsten - Tungsten prices increased by 5.54% this week, supported by tight supply conditions [4][38] - The establishment of a $2.5 billion "strategic resilience reserve" in the U.S. may elevate tungsten's priority [4][38] - The price of ammonium paratungstate rose by 6.06% to ¥790,500 per ton [4][38] Group 6: Tin - Tin prices increased by 2.19% to ¥423,700 per ton, with inventory rising by 1.79% to 9,720 tons [4][38] - Supply from Indonesia and Myanmar remains below expectations, supporting an upward price trend [4][38] - The demand outlook is positive due to recovery in semiconductor and photovoltaic sectors [4][38] Group 7: Lithium - The average price of lithium carbonate rose by 0.8% to ¥159,500 per ton, while lithium hydroxide increased by 2.0% to ¥156,900 per ton [4][63] - Lithium production decreased slightly, with total output at 22,200 tons, down by 40 tons [4][63] - The market is experiencing strong demand, with signs of pre-holiday stocking [4][63] Group 8: Cobalt - Cobalt prices decreased by 3.7% to ¥437,000 per ton, while cobalt intermediate prices increased by 1.5% to $25.75 per pound [5][65] - Supply tightness is expected to persist, with domestic prices showing upward momentum [5][65] - The market structure remains tight due to limited liquidity and long transportation cycles [5][65]