格隆汇9月30日｜A股市场有色金属板块集体强势，其中，铂科新材涨超14%，华锡有色、博迁新材、 锡业股份10CM涨停，精艺股份、盛屯矿业（维权）逼近涨停，江西铜业、华友钴业涨超8%，永兴材料 涨超7%，云南铜业、西部超导、西藏矿业、寒锐钴业涨超6%，兴业银锡、锌业股份涨超5%。 消息面上，9月28日，八部门印发《有色金属行业稳增长工作方案(2025—2026年)》，提出了2025— 2026年的主要目标：有色金属行业增加值年均增长5%左右，经济效益保持向好态势，十种有色金属产 量年均增长1.5%左右，铜、铝、锂等国内资源开发取得积极进展，再生金属产量突破2000万吨，高端 产品供给能力不断增强，绿色低碳、数字化发展水平持续提升。工信部有关人士解读表示，我国有色金 属行业快速发展，但资源保障能力不足等问题凸显，本次《方案》旨在提升产业链供应链水平。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300811 | 铂科新材 | 1 | 14.55 | 249亿 | 60.08 | | 600301 | 华 ...

证券之星消息，9月29日能源金属板块较上一交易日上涨4.85%，博迁新材领涨。当日上证指数报收于 3862.53，上涨0.9%。深证成指报收于13479.43，上涨2.05%。能源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。 | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002460 | 赣锋锂业 | 5.42 Z | 8.01% | -2.46 Z | -3.64% | -2.96 Z | -4.37% | | 603799 | 华友钻业 | 4.97 Z | 7.57% | -4360.94万 | -0.66% | -4.53 Z | -6.90% | | 002466 天齐锂业 | | 1.29 乙 | 3.22% | -5267.99万 | -1.31% | -7639.36万 | -1.90% | | ...

锂辉石增量填补云母矿空缺，碳酸锂短期仍难北上 一、日度市场总结 碳酸锂期货市场数据变动分析 主力合约与基差 ：碳酸锂主力合约9月26日报72880元/吨，较前一日下跌 1160元。基差大幅走强至620元/吨，较前一日逆转1160元。 短期碳酸锂期货尚未能获得边际驱动以突破74000点压制。供给端新增产能 释放与海外锂矿成本优化形成潜在利空，但需求端新能源汽车销量增长及 正极材料价格走强提供支撑。基差走强显示期现结构修复需求，节前下游 点价采购或限制下行空间，但持仓量收缩表明资金对突破前高缺乏信心。 重点关注国庆后补库节奏及扎布耶盐湖项目实际爬产进度，若需求增速不 及供给释放，价格中枢存在小幅下移风险。 1/7 持仓与成交 ：主力合约持仓量减少4.79%至24.86万手，创近五日新低；但 成交量大幅增长40.35%至48.1万手，表明价格波动吸引短线交易活跃。 产业链供需及库存变化分析 供给端 ：锂辉石精矿价格维持在6390元/吨，澳洲Core锂业完成Finniss项 目重启研究，采矿成本降低40%，未来或增强锂辉石供给弹性。西藏矿业扎 布耶盐湖万吨级碳酸锂项目正式投产，叠加天齐锂业张家港3万吨氢氧化锂 项目竣 ...

碳酸锂周报 2025 年 9 月 29 日 警惕资源扰动风险 锂价震荡 核心观点及策略 投资咨询业务资格 沪证监许可【2015】84 号 李婷 021-68555105 li.t@jyqh.com.cn 从业资格号：F0297587 投资咨询号：Z0011509 黄蕾 huang.lei@jyqh.com.cn 从业资格号：F0307990 投资咨询号：Z0011692 高慧 gao.h@jyqh.com.cn 从业资格号：F03099478 投资咨询号：Z0017785 王工建 | 指标 | 2025/9/26 | 2025/9/19 | 变动量 | 变动幅度 | 单位 | | --- | --- | --- | --- | --- | --- | | 进口锂原矿：1.3%-2.2% | 136 | 136 | 0.00 | 0.00% | 美元/吨 | | 进口锂精矿：5.5%-6% | 812 | 812 | 0.00 | 0.00% | 美元/吨 | | 国产锂精矿：5.5%-6% | 812 | 812 | 0 | 0.00% | 元/吨 | | 即期汇率：美元兑人民币 | 7.135 | 7.11 ...

Battery - Chuangneng New Energy launched a new generation 588Ah energy storage battery with an energy density of 190Wh/kg and a volume energy density of 419Wh/L, achieving an energy efficiency of 96.5%. The company plans to have over 200GWh of production capacity, with small-scale production expected in Q2 2026 and full-scale production in Q3 2026 [1] - EVE Energy's first large-capacity sodium-ion battery energy storage system has successfully entered commercial operation, featuring a cycle life of over 30,000 times and operational capabilities in a temperature range of -40℃ to +60℃, significantly reducing lifecycle carbon emissions by over 42% compared to lithium-ion batteries [2][3] Materials - Greenme's Qingmeibang park has opened a nickel electroplating production line with an annual capacity of 30,000 tons, achieving a nickel plate product purity of over 99.97%, contributing to a total global production capacity of 60,000 tons for Greenme [5][6] - Tianqi Lithium's battery-grade lithium hydroxide project, with a total investment of approximately 1.8 billion yuan, has been completed and put into production in Jiangsu Zhangjiagang Free Trade Zone [7] - Tibet Mining's battery-grade lithium carbonate project has officially commenced production, utilizing a complex membrane separation and MVR lithium extraction process, marking a significant achievement in challenging high-altitude conditions [8] Equipment - Mannesmann has completed the dual-line product layout for solid-state batteries, with multiple devices shipped and customer validation achieved [10] Battery Recycling - A project for processing waste lithium batteries has been publicly announced, aiming to handle approximately 11,000 tons of waste batteries annually using a low-temperature physical crushing technology developed by Southern University of Science and Technology, which avoids the pollution and high energy consumption associated with traditional methods [11]

西藏矿业发展股份有限公司发布公告，其历时四年建设的西藏扎布耶盐湖绿色综合开发利用万吨电池级碳酸锂项目顺利完成120小时功能考核， 正式进入规模生产阶段，标志着该项目正式投产。有业内分析认为，该项目的产能释放，将显著提升国内锂资源自给率。 | 倒计时41天 | | --- | | CINE2025固态电池展暨固态电池行业年会 | | 主办单位： 起点固态电池、起点锂电、SSBA固态电池联盟 | | 协办单位及固态年会总冠名： 茹天科技 | | 活动时间： 2025年11月6-8日 | | 活动地点： 广州南沙国际会展中心（2楼船厅及广州厅） | | 活动规模： 展商规模200+、参会企业2000+、专业观众20000+ | | 同期活动： 2025起点固态电池金鼎奖颁奖典礼、SSBA固态电池产业联盟理事会 | | 第一批展商及赞助商： 金钠科技/茹天科技/海四达/融捷能源/易事特钠电/泰和科技/隐功科技/科迈罗/国科炭美/晟钠新能/中钠能源/乔岳智能/津工能源/科达新能/时 | | 代思康/富钠能源/极电特能/华普森/瑞扬新能源/亮见钠电/叁星飞荣/珠海纳甘新能源/皓升新能源/扬广科技/银川苏银产业园/兆钠新能 ...

Investment Rating - The report maintains a "Market Weight" rating for the non-ferrous metals industry, indicating that the industry index is expected to perform within ±10% of the market index over the next six months [66]. Core Views - Recent disruptions in copper mining, particularly the mudslide incident at Freeport McMoRan's Grasberg mine, have raised concerns about copper supply, potentially leading to price increases as demand peaks in the industrial metals sector [5][57]. - The Federal Reserve's recent interest rate cut is expected to support metal prices, particularly as the domestic industrial metal demand season approaches [5][59]. - The report highlights significant price movements in various metal markets, with copper prices reaching $10,275 per ton and gold prices increasing to $3,780.50 per ounce as of September 25, 2025 [24][36]. Market Review - As of September 25, 2025, the non-ferrous metals industry has seen a 1.28% increase over the past two weeks, outperforming the CSI 300 index by 0.28 percentage points, ranking 9th among 31 sectors [12]. - Year-to-date, the non-ferrous metals industry has risen by 56.32%, significantly outperforming the CSI 300 index, which has increased by 39.58% [12]. - The energy metals sector has shown a notable increase of 4.68% in the last two weeks, while the small metals sector has decreased by 5.42% [19][18]. Price Analysis - As of September 25, 2025, the following prices were recorded: LME copper at $10,275/ton, LME aluminum at $2,664/ton, LME lead at $2,009/ton, LME zinc at $2,922.50/ton, LME nickel at $15,240/ton, and LME tin at $34,390/ton [24][58]. - Gold prices have increased by $264.4 since the beginning of September, with COMEX silver also showing a rise of $4.72 [36][59]. - The report notes a decline in rare earth prices, with the rare earth price index at 217.37, down 9.56 from the beginning of September [42][60]. Company Recommendations - The report suggests monitoring companies such as Xingye Silver Tin (000426) and Luoyang Molybdenum (603993) in the industrial metals sector [5][59]. - In the gold sector, Zijin Mining (601899) is recommended due to its potential for growth amid rising gold prices [59]. - For small metals, companies like Xiamen Tungsten (600549), China Rare Earth (000831), and Jieli Permanent Magnet (300748) are highlighted for their market positions [61].

Core Viewpoint - The first large-scale lithium extraction project from a salt lake in Tibet has officially commenced production, marking a significant milestone for the company and the industry [1][5]. Company Summary - The project, located in the Zabuye salt lake, has a designed annual production capacity of 9,600 tons of battery-grade lithium carbonate, 2,400 tons of industrial-grade lithium carbonate, 156,000 tons of potassium chloride, and 200 tons of rubidium and cesium mixed salt [1][7]. - The project was initially planned to be completed by July 2023 but faced delays due to various issues, including construction violations, and only entered trial production in June 2024 [4][9]. - The company estimates that the new production capacity could generate over 1 billion yuan in annual revenue, which is crucial given the current downturn in the lithium industry [3][8]. Industry Summary - The Zabuye project is the first large-scale industrial facility globally to utilize membrane separation and MVR technology for lithium extraction, indicating a technological advancement in the industry [7]. - The domestic market price for battery-grade lithium carbonate is currently around 73,700 yuan per ton, while potassium chloride is priced at approximately 3,100 yuan per ton, suggesting a potential project value of about 1.192 billion yuan upon full capacity [7][8]. - The overall development of salt lake resources in Tibet is lagging behind that of Qinghai, but with the launch of projects like Zabuye, there is potential for accelerated scaling in the region, aiming for a combined capacity of over 80,000 tons of lithium salts in the medium to long term [11][12].

每经AI快讯，9月26日，锂矿概念震荡走高，柘中股份涨停，芳源股份此前20%涨停，欣旺达、中伟股 份、华友钴业、西藏矿业等涨幅居前。 （文章来源：每日经济新闻） ...

据了解，西藏扎布耶盐湖是世界第三大、亚洲第一大锂矿盐湖，具有碳酸锂储量规模较大、品位高、镁 锂比低等优势，是全球少有的天然碳酸锂资源。 每经记者｜胥帅 每经编辑｜董兴生 公告字少，含金量却很大。 9月25日晚间，西藏矿业（000762.SZ，股价22.58元，市值117.68亿元）公告称，西藏扎布耶盐湖绿色综 合开发利用万吨电池级碳酸锂项目正式投产。记者了解到，这意味着该项目结束试生产阶段，可投入规 模生产。也意味着扎布耶盐湖将成为西藏首个进入规模生产的大型盐湖。 西藏扎布耶盐湖是世界第三大、亚洲第一大锂矿盐湖，其卤水含锂浓度仅次于智利阿塔卡马盐湖。上述 项目自公告至今长达4年，这4年间，锂价经历了从供不应求到供给过剩，再到供给宽松。除西藏矿业 外，天齐锂业也持有项目公司20%股权。 西藏矿业表示，公司具有比世界同类盐湖更优的资源，成本比国内其他盐湖成本低20%，比锂矿提取价 格低50%~70%左右。除了西藏矿业，今年盐湖提锂放量的还有盐湖股份，其4万吨/年锂盐项目总体进度 在上半年达到71%，预计9月底进入投料试车。 亚洲第一大锂矿盐湖投产 西藏矿业公告显示，西藏扎布耶盐湖绿色综合开发利用万吨电池级碳酸锂项 ...