证券日报网讯1月27日，西藏矿业（000762）在互动平台回答投资者提问时表示，中试研发基地项目核 心目标是验证工艺可行性而非商业化连续生产，目前仍处于技术研发与持续优化阶段。 ...

证券日报网讯1月27日，西藏矿业（000762）在互动平台回答投资者提问时表示，目前扎布耶二期产量 暂不稳定，公司正积极协调各方攻坚项目，力争早日实现达标达产。公司将严格按照相关法律法规的要 求及时履行信息披露义务，在规则范围内向市场及投资者披露扎布耶二期项目的相关信息。 ...

Core Viewpoint - The energy metals sector experienced a 0.63% increase on January 26, with Shengtu Mining leading the gains, while the Shanghai Composite Index fell by 0.09% and the Shenzhen Component Index decreased by 0.85% [1]. Group 1: Market Performance - The energy metals sector's individual stock performance showed significant variations, with Jidian Mining closing at 18.18, up by 5.09%, and Ganfeng Lithium down by 0.31% at 73.64 [1]. - The trading volume for Jidian Mining reached 2.0884 million shares, with a transaction value of 3.744 billion [1]. - The overall market saw the Shanghai Composite Index close at 4132.61 and the Shenzhen Component Index at 14316.64 [1]. Group 2: Capital Flow - The energy metals sector saw a net inflow of 98.6035 million in main funds, while retail funds experienced a net outflow of 34.3477 million [2]. - The main funds' net inflow for Huayou Cobalt was 26.8 million, while it faced a net outflow of 78.5894 million from speculative funds [3]. - The capital flow data indicates that the sector is attracting institutional investment despite some outflows from retail investors [2][3].

Group 1 - The company, Tibet Mining (000762), reported that as of January 20, 2026, the total number of shareholders is 110,997 [1]

Market Overview - The energy metals sector experienced a decline of 0.2% on January 22, with Yongxing Materials leading the drop [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Stock Performance - Notable gainers in the energy metals sector included: - Boqian New Materials (605376) with a closing price of 77.74, up 5.07% and a trading volume of 158,000 shares, totaling 1.216 billion yuan [1] - Shengxin Lithium Energy (002240) closed at 39.13, up 4.82% with a trading volume of 1.0251 million shares, totaling 3.977 billion yuan [1] - Conversely, Yongxing Materials (002756) closed at 52.50, down 2.38% with a trading volume of 191,600 shares, totaling 1.012 billion yuan [2] Capital Flow - The energy metals sector saw a net outflow of 846 million yuan from institutional investors, while retail investors contributed a net inflow of 738 million yuan [2] - The detailed capital flow for selected stocks showed: - Boqian New Materials had a net inflow of 124 million yuan from institutional investors, accounting for 10.22% of its trading volume [3] - Yongxing Materials experienced a significant net outflow of 101 million yuan from institutional investors, representing 9.99% of its trading volume [3]

Core Insights - The energy metals sector experienced a significant increase of 2.31% on January 21, with Shengxin Lithium Energy leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Energy Metals Sector Performance - Shengxin Lithium Energy (002240) closed at 37.33, with a rise of 9.99% and a trading volume of 731,900 shares, amounting to a transaction value of 2.661 billion yuan [1] - Rongjie Co., Ltd. (002192) saw a closing price of 58.30, up 6.74%, with a trading volume of 246,500 shares and a transaction value of 1.413 billion yuan [1] - Yongxing Materials (002756) closed at 53.78, increasing by 6.52%, with a trading volume of 262,800 shares and a transaction value of 1.406 billion yuan [1] - Other notable performers included Tibet Mining (000762) with a 3.83% increase, Ganfeng Lithium (002460) up 3.50%, and Tianqi Lithium (002466) up 3.26% [1] Capital Flow Analysis - The energy metals sector saw a net inflow of 2.055 billion yuan from main funds, while retail investors experienced a net outflow of 1.226 billion yuan [1] - Main funds showed significant net inflows in Shengxin Lithium Energy (6.70 billion yuan) and Ganfeng Lithium (6.03 billion yuan), while retail investors had notable outflows in these stocks [2] - The overall trend indicates a preference for institutional investment in the energy metals sector, contrasting with retail investor behavior [2]

Core Viewpoint - The energy metals sector experienced a slight increase of 0.44% on January 20, with significant contributions from companies like BQX New Materials, while the overall market indices showed minor declines [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4113.65, down 0.01%, and the Shenzhen Component Index closed at 14155.63, down 0.97% [1]. - BQX New Materials led the energy metals sector with a closing price of 73.99, reflecting a rise of 6.77% [1]. - Other notable performers included Zangge Mining, which rose by 1.61% to 91.45, and Tianqi Lithium, which increased by 1.50% to 59.49 [1]. Group 2: Trading Volume and Value - BQX New Materials had a trading volume of 283,400 shares, resulting in a transaction value of 2.103 billion yuan [1]. - Tianqi Lithium recorded a trading volume of 485,000 shares with a transaction value of 2.862 billion yuan [1]. - The total trading volume and values for other companies in the sector varied, with Shengton Mining and Ganfeng Lithium also showing significant transaction values of 2.556 billion yuan and 3.803 billion yuan, respectively [1]. Group 3: Capital Flow - The energy metals sector saw a net outflow of 521 million yuan from institutional investors, while retail investors contributed a net inflow of 193 million yuan [2]. - The sector's capital flow indicated that speculative funds had a net inflow of 328 million yuan [2]. - Specific companies like Shengxin Lithium and Tianqi Lithium experienced varied capital flows, with Shengxin Lithium seeing a net inflow of 14 million yuan from institutional investors [3].

Core Viewpoint - The Zabuye Phase II project of Tibet Mining is set to officially commence production in September 2025, utilizing the world's first large-scale lithium extraction technology combining "membrane separation + MVR" [1] Group 1: Project Details - The Zabuye Phase II project has overcome significant challenges related to high altitude and harsh natural environments [1] - The project is currently in the capacity ramp-up phase, with ongoing efforts to optimize processes [1] - The company emphasizes a cautious approach to any technological modifications, ensuring that any changes undergo rigorous technical and economic evaluations to enhance overall project efficiency rather than discarding existing assets [1] Group 2: Investor Concerns - Investors have raised concerns regarding the lengthy five-year timeline for the Zabuye Phase II project to commence production, noting it has recorded the worst performance globally [3] - Questions have been posed about the potential abandonment of the pre-sun pool built for the project if the company opts to implement an adsorption method for lithium concentration [3] - There are inquiries about the feasibility of accommodating new adsorption equipment within the existing Phase II facility and the timeline required for such modifications, as well as the expected increase in production capacity [3]

Core Viewpoint - The company has successfully launched the Zabuye Phase II project, which is the world's first large-scale lithium extraction project using "membrane separation + MVR" technology, overcoming significant challenges related to high altitude and harsh natural environments [1] Group 1: Project Details - The Zabuye Phase II project officially commenced production in September 2025 [1] - The project is currently in the capacity ramp-up phase [1] - The company is committed to a cautious approach regarding future process optimizations, ensuring that any technical modifications undergo rigorous technical and economic evaluations [1] Group 2: Strategic Focus - The core objective of the company is to enhance the overall efficiency of the project rather than simply discarding existing assets [1] - Various details regarding the project are still under in-depth research, indicating the presence of uncertainties [1]

Core Viewpoint - The company has announced that the Zhabuye Phase II project will officially commence production in September 2025, marking it as the world's first large-scale lithium extraction project from salt lakes using the "membrane separation + MVR" technology [1] Group 1: Project Details - The Zhabuye Phase II project has overcome significant challenges such as high altitude and harsh natural environments [1] - The project is currently in the capacity ramp-up phase [1] Group 2: Technical and Economic Considerations - The company emphasizes a cautious approach to any future process optimizations, ensuring that all technical modification proposals undergo rigorous technical and economic evaluations [1] - The core objective of these evaluations is to enhance the overall efficiency of the project rather than simply discarding existing assets [1] - Many details regarding the project are still under in-depth research, indicating a level of uncertainty [1]