A股市场锂矿股拉升，其中，金圆股份（维权）涨超6%，藏格矿业、国城矿业（维权）涨超5%，盛新 锂能、大中矿业、西部矿业涨超3%。消息面上，碳酸锂主力合约日内大涨4%，现报111560元/吨。 | 代码 | 名称 | | 涨幅%↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 000546 | 美国股份 | + | 6.47 | 56.30亿 | 46.86 | | 000408 | 藏格矿业 | + | 5.73 | 1243亿 | 190.97 | | 000688 | 国城矿业 | | 5.68 | 301亿 | 115.98 | | 002240 | 盛新锂能 | | 3.54 | 303亿 | 140.13 | | 001203 | 大中矿业 | 1 | 3.33 | 433亿 | 232.65 | | 002183 | 怡亚通 | 1 | 3.30 | 122亿 | 4.91 | | 603077 | 和邦生物 | | 3.23 | 198亿 | 9.80 | | 601168 | 西部矿业 | 1 | 3.17 | 612亿 ...

从资金流向上来看，当日工业金属板块主力资金净流出8.75亿元，游资资金净流入6889.49万元，散户资 金净流入8.06亿元。工业金属板块个股资金流向见下表： 证券之星消息，12月18日工业金属板块较上一交易日下跌0.17%，国城矿业领跌。当日上证指数报收于 3876.37，上涨0.16%。深证成指报收于13053.98，下跌1.29%。工业金属板块个股涨跌见下表： 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。 ...

Core Insights - Lithium carbonate futures prices have surged, approaching 110,000 yuan/ton, indicating a recovery cycle in the industry [2][3] - The A-share lithium mining sector has seen significant gains, with leading companies like Tianqi Lithium and Ganfeng Lithium experiencing notable stock price increases [3] - The domestic lithium carbonate spot price has also risen sharply, with battery-grade lithium carbonate quoted at 97,100 yuan/ton, marking a 62.18% increase from the year's low [3] Market Performance - On December 17, A-share lithium battery concept stocks collectively surged, with companies like Shengxin Lithium Energy and Dazhong Mining hitting their daily price limits, and over 10 billion yuan of net capital inflow into the lithium battery sector [5] - The announcement of the cancellation of 27 mining licenses in Yichun has raised concerns, although the specific impact on lithium mines remains unclear [5] Industry Trends - The lithium battery industry is experiencing a recovery cycle, driven by the high cost-performance ratio of lithium iron phosphate technology in the electric vehicle market and the push for solid-state batteries [7] - The energy storage battery sector is entering a phase of large-scale expansion, with demand expected to grow significantly due to the increasing share of renewable energy and the need for grid stability [7] Production and Export Growth - In the first 11 months of the year, China's production and sales of power and other batteries reached 1,468.8 GWh and 1,412.5 GWh, respectively, representing year-on-year growth of 51.1% and 54.7% [7] - Exports of power and other batteries totaled 260.3 GWh, a 44.2% increase year-on-year, with power batteries accounting for 65.2% of total exports [7] Future Outlook - Analysts are optimistic about the recovery of the lithium battery industry chain, with expectations of continued growth in overseas markets and robust demand for energy storage batteries [8] - Forecasts suggest that global sales of new energy vehicles will grow by approximately 17% by 2026, with a corresponding 20% increase in demand for power batteries [8] Financial Performance - A-share lithium battery concept stocks have shown significant recovery in performance, with a total net profit of 117.2 billion yuan in the first three quarters, a year-on-year increase of 26.97% [9] - Among the lithium battery concept stocks, several companies have reported over 100% growth in net profit, including Guoxuan High-Tech and Daosheng Technology [9][10]

日前，国城矿业（000688）（SZ000688，股价25.34元，市值296.7亿元）发布重大资产购买暨关联交易 报告书（草案）（修订稿），公司拟通过支付现金（自有资金+银行并购贷款）方式购买大股东——国 城控股集团有限公司（以下简称国城集团）持有的内蒙古国城实业有限公司（以下简称国城实业）60% 股权，交易对价31.68亿元。本次交易完成后，国城实业将成为上市公司的控股子公司。 国城矿业在回复深交所关于本次关联交易的问询函中表示，本次交易完成后，上市公司将在现有以锌精 矿、铅精矿、铜精矿等为主要产品的有色金属布局基础上，增加钼精矿采选业务，有利于实现资源多元 化，增强抗风险能力；同时，标的资产优质且盈利能力强，公司营收和归母净利润均将大幅提高，盈利 能力将得到显著提升，经营状况将得到明显改善，有利于上市公司长期健康稳定发展。 不过，《每日经济新闻》记者注意到，国城矿业聘请的评估公司采用了激进的假设，其基于标的"从 2027年3月31日起生产规模为800万吨/年"进行估值，而目前国城实业的证载产能仅为500万吨/年，扩能 手续尚未完成。最终，国城实业100%股权评估结果为56.7亿元，估值增值率达156.4 ...

今日（12月17日）有色金属板块全天强势上攻，同标的指数规模最大*的有色龙头ETF（159876）场内 价格盘中涨超3.8%，收涨3.27%，值得关注的是，该ETF昨天单日吸金1013万元，拉长时间来看，近20 日累计吸金1.98亿元，反映资金看好有色金属板块后市表现，积极进场抢筹！ 成份股方面，锂矿股强势拉升，盛新锂能涨停，中矿资源涨超 8%，天齐锂业上涨6%，赣锋锂业涨近 5%；铅锌龙头方面，国城矿业涨停，兴业银锡涨逾6%；铝业龙头方面，中孚实业涨超5%，华峰铝业涨 逾4%，中国铝业涨超3%；权重股方面，山东黄金涨超3%，洛阳钼业涨超2%，紫金矿业涨逾1%。 图：有色龙头ETF标的指数涨幅前10大成份股 | 序号 | 名称 | 涨跌幅 ▼ | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 题新管能 | 10.01% | -- | 有色金属 | 能源金属 | 馆 | 296亿 | 24.21 亿 | | 2 | 国域的,不 | 9.98% | ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002540 | 亚太科技 | 6.69 | -1.33% | 26.38万 | 1.75亿 | | 920634 | 新威凌 | 25.30 | -1.21% | 2.35万 | 6017.21万 | | 002988 | 豪美新材 | 36.65 | -0.54% | 2.67万 | 9672.23万 | | 600361 | 创新新材 | 4.18 | -0.24% | - 36.84万 | 1.54亿 | | 002501 | 利源股份 | 2.15 | 0.00% | 57.75万 | 1.23亿 | | 600615 | 鑫源督造 | 10.97 | 0.18% | 2.73万 | 2970.79万 | | 600768 | 宁波富邦 | 12.66 | 0.24% | 2.74万 | 3439.27万 | | 003038 | 整拍股份 | 14.94 | 0.40% | 2.93万 | 4340.54万 | | 605208 | 永 ...

12月17日，受美联储降息升温催化，金价铜价走强，白银价格再创历史新高，贵金属有色金属齐涨，截至14:40，黄金ETF华夏(518850)涨0.74%， 有色金属ETF基金(516650)涨2.91%，国城矿业盘中涨停，中矿资源涨超8%，兴业银锡、厦门钨业、天齐锂业等股跟随走强。 据知情人士透露，一直呼吁大幅降息的特朗普定于周三面试美联储理事克里斯·沃勒担任此职位。财政部长斯科特·贝森特表示，预计本周还将进行 一到两次面试，并预计在 1 月初的某个时候宣布结果，新任美联储主席的任命将为明年的货币政策提供进一步信号。 贵金属精炼商 MKS Pamp SA 研究主管尼基·希尔斯预测，到 2026 年，黄金均价预计将达到每盎司 4,500 美元，这与众多看涨预测相呼应。希尔斯 在周二的一份报告中表示，继今年的"抛物线式飙升"之后，黄金短期内可能会盘整，"然后确立一个更温和、更可持续的看涨轨迹。" 有色金属ETF基金(516650)跟踪的中证细分有色金属产业主题指数，聚焦黄金及铜铝等工业金属、稀土与钨钼等小金属，以及锂钴等能源金属，各 金属权重为：铜30.9%，铝15%，黄金13.5%，稀土9.3%，锂8.8%。 ...

Core Viewpoint - Lithium prices are experiencing a strong rebound, with significant upward momentum, reaching a new high since May 2024, and showing an annual increase of over 40% [1]. Industry Summary - As of December 17, the main contract for lithium carbonate on the Shanghai Futures Exchange surged by 7.75%, reaching 108,800 yuan per ton [1]. - The A-share lithium mining sector index saw substantial gains, with notable increases in individual stocks such as Tianhua New Energy (up over 12%) and Shengxin Lithium Energy (up over 7%) [1]. - The recent announcement from the Yichun Natural Resources Bureau regarding the potential cancellation of 27 mining rights has drawn market attention, contributing to the price increase [4][7]. Supply and Demand Dynamics - The rebound in lithium prices is attributed to a combination of improved supply-demand dynamics, expectation adjustments, and capital behavior [8]. - Demand is driven by the increasing penetration of electric vehicles and the expanding scale of the energy storage market, which are key variables for lithium carbonate demand [8]. - On the supply side, production growth is slowing, with reduced output from mica lithium and limited increases in salt lake capacity, leading to tight market conditions [8][9]. Market Outlook - Short-term projections suggest that lithium carbonate prices may experience high-level fluctuations rather than sustained upward trends, supported by ongoing inventory depletion and year-end restocking [9]. - Looking ahead to 2026 and beyond, the industry is expected to maintain a tight balance due to continuous demand growth, although cautious purchasing behavior may limit price increases [9].

Group 1 - The A-share market for lithium mining stocks has shown strong performance, with several companies reaching their daily price limit [1] - Notable gainers include Shengxin Lithium Energy, Dazhong Mining, and Jinyuan Co., which all hit the daily limit [1] - Other companies such as Yalake Co. and Guocheng Mining saw increases of over 7%, while Zhongmin Resources, Rongjie Co., and Yahua Group rose by more than 6% [1] Group 2 - Tianqi Lithium, Tibet Mining, Tibet City Investment, and Ganfeng Lithium all experienced gains exceeding 5% [1]

早盘，锂矿概念走高，国城矿业（000688）、金圆股份（000546）盘初直线涨停，大中矿业、盛新锂能、盐湖股份等跟涨。港股锂电池股亦走强，截至发 稿，赣锋锂业涨超5%、天齐锂业涨超4%。消息面上，广期所碳酸锂主力合约盘中一度涨超7%，截至发稿仍涨6.78%。 | < V | | | 碳酸锂主连 | | | ra Q | | | --- | --- | --- | --- | --- | --- | --- | --- | | | lcm 广期所 ▼ | | | | | | | | 107780 →チ | 101500 最高 | | | 108300 最低 | | 101500 | | | 6.78% 6840 | 总手 | 51.4万 持仓 | | 70.3万 日增 | | 36540 | | | 结算 | 昨结 | 100940 | | | | 臣令 | | | 分时 五日 | 周长 | 目K | | 目 K | | 更多,◎ | | | 108300 | | | | 7.29% | 卖 1 107780 | | 9 | | | | | | | 买1 107760 | | 28 | | | | | | | ...