A股市场 锂矿股回调，其中， 国城矿业跌近9%， 中矿资源跌超7%， 盛新锂能跌6%， 永兴材料跌超 5%， 大中矿业、 融捷股份、 天齐锂业跌超4%。 ...

MACD金叉信号形成，这些股涨势不错！ | 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 000688 | 国城矿业 | - | -8.98 | 306亿 | -7.01 | | 002738 | 中矿资源 | t | -7.24 | 598 Z | 5.49 | | 002240 | 盤新锂能 | 1 | -6.05 | 323 Z | 2.35 | | 002756 | 永兴材料 | 1 | -5.31 | 287亿 | -1.71 | | 001203 | 大中矿业 | | -4.95 | 444亿 | -5.42 | | 002192 | 融捷股份 | | -4.76 | 145亿 | 7.85 | | 002466 | 天齐锂业 | I | -4.39 | 978亿 | 7.66 | | 000762 | 西藏矿业 | 1 | -3.85 | 146亿 | 6.55 | | 300267 | 尔康制药 | ﮨﮯ | -3.82 | 88.28亿 | 25.51 | | 002176 | 江特电 ...

Group 1 - Lithium mining concept stocks experienced a significant decline in the afternoon trading session on January 14, with Guocheng Mining falling over 9% [2] - Zhongkuang Resources saw a drop of more than 7%, indicating a broader trend in the sector [2] - Other companies such as Shengxin Lithium Energy and Dazhong Mining also followed the downward trend [2]

再推【钼】：海外军备或大幅扩张，22 年行情有望复现 20260112 摘要 钼价受供需关系影响显著，近期虽因南美进口矿超预期增加及钢厂盈利 走弱而下跌，但 11 月出口恢复理性，库存仍处低位，价格已回升至 4,200 元/吨。 2026 年前 11 个月，国内钼产量小幅增长，进口量大幅增加 93%，表 观消费增长 6%，需求旺盛与钢招量增长一致，验证了去库逻辑，支撑 钼均价持续上涨。 高端不锈钢是钼需求的主要构成，占比 50%，其次是品种钢和军用特钢。 油气领域资本开支减少对高端不锈钢消费有影响，但整体钢产量仍增长， 品种钢和军用特钢订单旺盛。 全球钼供应增速预计在 26-27 年较低（2-3%），而需求增速更强（4- 5%），叠加当前低库存，未来两到三年内钼价具备较强的上涨确定性。 钨与钼在军用领域存在替代或孪生关系，钨价创新高后，部分需求可能 转向成本相对较低的钼。美国国防开支增加也将拉动对钼的需求。 Q&A 为什么在当前时间点推荐木板块？ 目前木价已经回到了应有的位置，且美国总统特朗普宣布 2027 年国防开支将 达到 1.5 万亿美元，这一消息预示着海外军费预期大幅提升。钼本身的供需缺 口在 202 ...

Core Viewpoint - International gold and silver prices have risen again, leading to a strong performance in A-share market gold-related stocks, with several stocks hitting their daily limit or showing significant gains [1] Group 1: Market Performance - As of the half-day close, Mingpai Jewelry reached its daily limit, Hunan Silver also hit the limit, and Xiaocheng Technology rose over 8% [1] - Other notable performers include Shanjin International and Fuda Alloy, both up over 6%, while Guocheng Mining, Silver Nonferrous, and Nankuang Group increased by over 5% [1] - Shandong Gold, Baoding Technology, Shengda Resources, Chaohongji, Zhaojin Gold, and Jiangxi Copper all saw gains exceeding 4% [1] Group 2: Market Drivers - The rise in gold and silver prices was influenced by a significant announcement from Federal Reserve Chairman Jerome Powell regarding an ongoing criminal investigation, which traders interpreted as a signal of President Trump's intention to undermine the political independence of the Federal Reserve [1] - This shift in sentiment led to a rapid decline in risk appetite among traders, contributing to the increase in precious metal prices [1] Group 3: Price Milestones - Spot gold reached a historic high of $4,630 per ounce during trading yesterday, marking a new record [1] - Spot silver also broke through $86 per ounce, achieving a new historical peak [1]

Investment Rating - The industry investment rating is "Outperform the Market" [4] Core Views - The lithium sector is expected to experience a surge in demand due to a decline in export tax rebates, leading to a wave of pre-purchases. The Ministry of Finance announced that the export tax rebate for lithium products will decrease from 9% to 6% on April 1, 2026, and to 0% on January 1, 2027. This is projected to increase lithium carbonate demand by approximately 40,000 to 50,000 tons, significantly tightening supply [11][12] - The gold market is influenced by geopolitical risks in the Americas and a recent downward revision of U.S. non-farm payrolls. Despite a decrease in non-farm employment growth, the unemployment rate unexpectedly fell to 4.4%. The gold price is expected to remain strong in the short term due to these factors [12][13] - Copper prices have seen a correction, which has improved demand. The current market conditions suggest that copper prices may rise beyond expectations, and investors are encouraged to actively position themselves in copper mining stocks [13][14] Summary by Sections Lithium - Weekly inventory has shifted to an accumulation of 337 tons, indicating a turning point. Market perception is that demand will recover post-maintenance of positive electrode manufacturers [11] - The decline in export tax rebates is expected to lead to a pre-purchase wave, with demand for lithium carbonate significantly increasing [11] - The lithium mining sector is anticipated to benefit from both profit and valuation increases, with a focus on companies like Guocheng Mining and others [11] Gold - U.S. non-farm payrolls were revised down, with a growth of only 50,000 jobs in December, while the unemployment rate fell to 4.4% [12] - Geopolitical risks are accumulating, particularly in Venezuela and other parts of the Americas, which may support gold prices in the short term [12] - The long-term outlook for gold remains bullish due to currency depreciation and geopolitical fragmentation [12] Copper - After a price correction, demand for copper has improved, with expectations of increased production rates in the coming weeks [13] - The market is characterized by a favorable sentiment, and investors are advised to take advantage of price corrections to invest in copper mining stocks [13] - The outlook for copper prices suggests potential upward movement beyond current expectations, with adjustments in earnings per share (EPS) and price-to-earnings (PE) ratios anticipated [13]

根据诺安基金管理有限公司（以下简称"本公司"）与粤开证券股份有限公司（以下简称"粤开证券"）签 署的基金销售服务协议，自2026年1月12日起，本公司旗下部分基金增加粤开证券为销售机构。现将相 关事项公告如下： 一、适用基金及基金业务开通情况 ■ 投资者可通过粤开证券办理上述基金的申购、赎回、定期定额投资、转换等业务，进行相关信息查询并 享受相应的售后服务，具体的业务规则、办理时间及办理方式以粤开证券的规定为准。 二、基金费率优惠活动 4、本基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金财产，但不保证基金一定盈利，也 不保证最低收益。基金的过往业绩及其净值高低并不预示其未来业绩表现，基金管理人管理的其他基金 的业绩并不构成某一基金业绩表现的保证。本基金管理人提醒投资者基金投资的"买者自负"原则，在做 出投资决策后，基金运营状况与基金净值变化引致的投资风险，由投资者自行负担。基金管理人、基金 托管人、基金销售机构及相关机构不对基金投资收益做出任何承诺或保证。投资者投资于本公司管理的 基金时应仔细阅读最新的基金合同、招募说明书、基金产品资料概要等产品法律文件及相关公告，充分 认识基金的风险收益特征和产品特 ...

Group 1: Copper - The LME copper price increased by 1.94% to $12,702.0 per ton, while Shanghai copper rose by 3.23% to 101,400 yuan per ton [1] - Domestic copper inventory increased by 6.29% week-on-week, marking six consecutive weeks of accumulation, with total inventory up by 168,100 tons year-on-year [1][12] - The operating rate of the yellow copper rod industry decreased by 0.61% to 46.98%, while the enameled wire industry saw a decline of 0.66% in operating rate to 74.87% [1][12] Group 2: Aluminum - The LME aluminum price rose by 2.22% to $3,088.00 per ton, and Shanghai aluminum increased by 6.13% to 24,300 yuan per ton [2][13] - The operating rate of domestic aluminum processing leading enterprises increased by 0.2% to 60.1%, indicating a mixed performance across different aluminum processing sectors [2][13] - The total production capacity of metallurgical-grade alumina reached 110.32 million tons per year, with an operating rate of 80.51% [2][13] Group 3: Gold - COMEX gold price increased by 3.36% to $4,487.9 per ounce, with SPDR gold holdings rising by 2 tons to 1,067.13 tons [3][14] - Geopolitical risks, including U.S. military actions in Venezuela and unrest in Iran, have contributed to a strong and volatile market for gold [3][14] Group 4: Rare Earths - The price of praseodymium and neodymium oxide increased by 2.90%, with November exports of rare earth permanent magnets rising by 12% month-on-month and 28% year-on-year, reaching a historical high for the month [4][36] - The expectation of more relaxed export policies and ongoing supply constraints are likely to support future demand and price increases in the rare earth sector [4][36] Group 5: Lithium - The average price of lithium carbonate increased by 11.5% to 131,800 yuan per ton, while lithium hydroxide rose by 10.9% to 126,900 yuan per ton [4][60] - Total lithium carbonate production reached 22,500 tons, with a slight increase of 0.01 million tons week-on-week [4][60] Group 6: Cobalt - The price of cobalt in the Jiangxi market rose by 1.1% to 460,000 yuan per ton, with cobalt intermediate prices also showing slight increases [5][63] - The overall cobalt market remains strong, with supply tightness expected to continue, supporting price stability [5][63] Group 7: Nickel - LME nickel price increased by 1.8% to $17,100 per ton, while Shanghai nickel rose by 4.3% to 138,000 yuan per ton [5][64] - Nickel market sentiment turned optimistic due to potential tightening of nickel ore quotas in Indonesia, leading to price increases [5][64]

格隆汇1月9日丨国城矿业(000688.SZ)在投资者互动平台表示，公司与西部矿业无业务合作。 ...

Group 1 - Precious metals are experiencing a correction due to increased margin requirements by CME, leading to a decrease in speculative sentiment and a drop in prices for silver, platinum, and palladium, with gold also following suit. Short-term outlook remains positive due to potential political events in the Americas around New Year's that may trigger safe-haven demand, alongside inflows into ETFs driven by interest rate cuts [1][2] - Copper prices have risen, supported by a supply-demand imbalance expected in 2026 due to lowered production forecasts from Freeport and Teck Resources. The expectation of increased fiscal spending by the U.S. government further strengthens this outlook, suggesting that current price adjustments present buying opportunities [2] - Aluminum is recommended for buying on dips, with macroeconomic support expected from the implementation of a national subsidy plan in 2026 aimed at stimulating demand. Supply disruptions are anticipated due to maintenance at the Mozal aluminum plant, while demand remains constrained by high prices and environmental production limits [2] Group 2 - Cobalt prices have increased across the board, with electrolytic cobalt prices rising significantly due to tight supply conditions. The domestic raw material market remains structurally tight, providing solid support for prices [3] - Lithium prices have surged, driven by favorable signals from domestic new energy vehicle subsidies and expected production resumption from a key mine. The overall demand for lithium hexafluorophosphate remains strong, suggesting that carbonated lithium will continue to deplete inventories, making it a buy on dips [3] - Investment recommendations include companies such as Xingye Silver Tin, Xiyang Co., Huaxi Nonferrous, and Zijin Mining, among others, indicating a focus on firms within the precious metals and base metals sectors [4]