证券日报网讯融捷股份11月26日在互动平台回答投资者提问时表示，公司生产经营工作按计划有序开展 中，相关生产经营信息请关注公司定期报告；公司位于四川省甘孜州的矿山一直正常生产经营中。 （文章来源：证券日报） ...

融捷股份（002192.SZ）11月26日在投资者互动平台表示，公司生产经营工作按计划有序开展中，相关 生产经营信息请关注公司定期报告；公司位于四川省甘孜州的矿山一直正常生产经营中。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司目前产销如何？还有前几年川西甘孜州的矿怎么 样了？有进展么？ ...

11月26日，融捷股份盘中上涨2.06%，截至11:27，报55.04元/股，成交11.64亿元，换手率8.31%，总市 值142.91亿元。 融捷股份所属申万行业为：有色金属-能源金属-锂。所属概念板块包括：龙虎榜热门、锂电池、磷酸铁 锂、小金属、稀缺资源等。 截至10月31日，融捷股份股东户数5.20万，较上期增加3.15%；人均流通股4983股，较上期减少3.05%。 2025年1月-9月，融捷股份实现营业收入5.10亿元，同比增长26.21%；归母净利润1.44亿元，同比减少 21.22%。 融捷股份今年以来股价涨73.44%，近5个交易日跌12.99%，近20日涨17.68%，近60日涨54.52%。 今年以来融捷股份已经2次登上龙虎榜，最近一次登上龙虎榜为11月19日，当日龙虎榜净买入2.24亿 元；买入总计7.52亿元 ，占总成交额比23.69%；卖出总计5.27亿元 ，占总成交额比16.62%。 资料显示，融捷股份有限公司位于广东省广州市天河区珠江西路5号广州国际金融中心45层04-05单元， 成立日期1998年8月21日，上市日期2007年12月5日，公司主营业务涉及以新能源锂电材料产业链为 ...

文 | 侃见财经 锂价本轮的上涨行情，目前已有放缓的迹象。 据媒体报道，近期碳酸锂期货价格波动明显加大，其在突破10万元/吨之后，出现了连续的大幅回调。 具体数据方面，11月24日碳酸锂2601合约大幅下跌2.88%，为连续第二个交易日下跌，而在11月21日碳 酸锂2601合约更是暴跌9%。 面对大幅回调的碳酸锂价格，相关概念股股价回落自然也是在所难免，比如行业巨头赣锋锂业，其在11 月21日至11月24日股价累计下跌了17.7%，而同一时间段，另一锂电池巨头天齐锂业的股价也累计下跌 了17.2%，还有多氟多，其股价在11月18日至11月24日期间更是累计下跌了23%。 除了上述行业巨头之外，同属锂电池板块的融捷股份也吸引了不少人的关注。 近期，融捷股份的股价也出现了明显的回调，截至11月24日收盘，融捷股份股价报收53.07元/股，近期 股价已经连续两次跌停，和11月20日创出的最高点68.88元/股相比大幅缩水了23%。 周期的轮回 融捷股份的前身，最早可以追溯到1998年成立的广州利德嘉发展有限公司，刚开始公司以公路技术和沥 青为主营业务。 回看过去，融捷股份之所以会投身锂电池行业，主要是受到了比亚迪的 ...

Market Overview - The A-share market experienced a slight rebound with reduced trading volume, while the government bond futures market showed signs of recovery. The commodity index rebounded, but lithium carbonate continued its adjustment [1]. Market Analysis Stock Market - The stock market saw a slight rebound with significant differentiation. The Shanghai Composite Index closed at 3836.77 points, up 0.05%. The Shenzhen Component Index rose 0.37% to 12585.08 points, and the ChiNext Index increased by 0.31% to 2929.04 points. The STAR 50 Index gained 0.84%. Notably, small-cap stocks outperformed, with the STAR 200 Index surging 3.02% and the Wind Micro Cap Index rising 2.21%. The total market turnover was 1.74 trillion yuan, down approximately 12.3% from the previous trading day, indicating weak buying interest [2][4]. Bond Market - The government bond futures market showed a slight increase, with the 30-year main contract rising by 0.15%. The 10-year, 5-year, and 2-year contracts increased by 0.06%, 0.03%, and 0.01%, respectively. The overall liquidity in the market remained ample, with the central bank conducting a 3387 billion yuan reverse repurchase operation at a rate of 1.40% [7][8]. Commodity Market - The commodity index rebounded, with the Nanhua Commodity Index closing at 2516.25 points, up 0.55%. The market showed structural differentiation, with the energy and chemical sectors leading gains, while agricultural products and black metals showed localized strength. However, lithium carbonate prices continued to decline, dropping by 2.88% [9][11]. Trading Hotspots Recent Hot Products - Dividend stocks are attractive due to their yield and risk-averse positioning, with future attention on commodity price trends and corporate dividend situations [13]. - AI applications are gaining traction, with products like Alibaba's Qianwen and Google's Gemini driving interest, focusing on application scenario transformations and technological breakthroughs [13]. - The consumer sector is benefiting from the appreciation of the yuan and market style shifts, with future attention on economic recovery and potential stimulus policies [13]. - Brokerage firms are seeing active trading and deposit migration, with future focus on A-share market trading volume and potential changes in trading regulations [13]. Core Thoughts Summary - The equity market is expected to remain weak due to external factors such as the Federal Reserve's interest rate expectations and tensions in Sino-Japanese relations, with a cautious risk appetite anticipated [14]. - The bond market is likely to maintain a loose liquidity environment in the short term, with attention on domestic policies and the Federal Reserve's interest rate decisions [14]. - The industrial product market is shifting from speculative trading to focusing on the real supply-demand fundamentals, while precious metals may have upward opportunities if U.S. non-farm data is weak or geopolitical risks increase [14].

| 据交易所数据显示，截至11月25日开盘一小时，主力资金流出前20的股票分别为：蓝色光标（-6.68亿 | | --- | | 元）、省广集团（-4.91亿元）、工业富联（-4.67亿元）、三六零（-3.25亿元）、航天发展（-3.20亿 | | 元）、国风新材（-3.09亿元）、中科曙光（-3.05亿元）、赣锋锂业（-2.92亿元）、长城军工（-2.10亿 | | 元）、实达集团（-2.08亿元）、广汽集团（-2.01亿元）、平潭发展（-1.96亿元）、数据港（-1.93亿 | | 元）、中船防务（-1.82亿元）、格力电器（-1.80亿元）、石基信息（-1.68亿元）、融捷股份（-1.59亿 | | 元）、天齐锂业（-1.53亿元）、天赐材料（-1.52亿元）、国脉科技（-1.48亿元）。 | ...

Core Viewpoint - The recent volatility in lithium carbonate prices, which peaked above 100,000 yuan/ton before experiencing significant declines, has impacted related A-share market stocks, leading to a "roller coaster" effect in their performance [1][2]. Group 1: Price Fluctuations - Lithium carbonate futures prices have seen dramatic fluctuations, with the main contract dropping 2.88% on November 24 and a previous drop of 9% on November 19 after reaching over 100,000 yuan/ton [2]. - The lithium mining concept index in the A-share market fell by 4.93% on November 24, marking a second consecutive day of decline, with several stocks hitting the daily limit down [2]. Group 2: Company Responses - Salt Lake Co. reported stable operations in its 40,000-ton lithium salt project, achieving a daily output of 60-70 tons with a purity of over 99.7%, and is on track to exceed its annual production target of 3,000 tons [3]. - Xinhong Technology noted that rising lithium carbonate prices have increased cost pressures in the lithium battery supply chain, while sodium-ion batteries are gaining attention due to their cost advantages and safety features [3]. - Zhejiang Zhongtuo emphasized the positive impact of rising lithium carbonate prices on its performance, focusing on stable profitability through supply chain management and hedging strategies [3]. Group 3: Market Dynamics - Factors influencing lithium carbonate prices include improved fundamentals, seasonal demand strength, and recent adjustments in trading fees and position limits by exchanges, which have cooled market sentiment [4]. - As of November 20, weekly lithium carbonate production was approximately 22,100 tons, reflecting a month-on-month increase, while inventory levels decreased by about 2,052 tons [4]. - The market is expected to remain tight in supply and demand through December, with potential pressure on prices if the Jiangxiawo lithium mine resumes production [5]. Group 4: Long-term Outlook - From a long-term perspective, global lithium resource projects are expected to continue rapid release cycles until 2026, with energy storage potentially becoming a significant growth driver alongside electric vehicles, which may narrow the expected oversupply of lithium resources [5].

Group 1 - The core viewpoint is that lithium carbonate prices have experienced significant volatility, impacting related A-share market stocks, but the long-term outlook remains positive due to expected demand from energy storage and electric vehicles [1][6] - Recent fluctuations in lithium carbonate prices saw the main futures contract drop significantly after briefly exceeding 100,000 yuan/ton, with a notable decline of 9% on November 24 [1][2] - The A-share lithium mining concept stocks have mirrored this volatility, with the Wande Lithium Mining Concept Index dropping 4.93% on November 24, following a 9.67% decline the previous Friday [2] Group 2 - Salt Lake Co. reported stable operations in its 40,000-ton lithium salt project, achieving a daily output of 60-70 tons with a purity of over 99.7%, and is on track to exceed its annual production target of 3,000 tons [2] - Xinhong Technology noted that rising lithium carbonate prices have increased cost pressures in the lithium battery supply chain, while sodium-ion batteries are gaining attention due to their cost advantages and safety features [2] - Zhejiang Zhongtuo indicated that the rise in lithium carbonate prices positively impacts its operating performance, and the company focuses on stable profitability through supply chain management and hedging strategies [3] Group 3 - Factors influencing lithium carbonate prices include improved fundamentals and seasonal demand, but recent adjustments in trading fees and stricter opening limits have cooled market sentiment [4][5] - Current supply and demand remain tight, with weekly lithium carbonate production at approximately 22,100 tons as of November 20, reflecting a week-on-week increase [5] - The outlook for lithium carbonate prices suggests continued strong supply and demand through December, with potential pressure on prices if the Jiangxia Lithium Mine resumes production [5][6]

兄弟姐妹们啊，今天的市场，走势颇为震荡，所幸尾盘三大指数均录得上涨。 一起看看发生了什么事情。 A股震荡上涨 11月24日，A股全天震荡，三大指数小幅上涨。截至收盘， 沪指涨0.05%，深成指涨0.37%，创业板指涨0.31%。 市场共4228只个股上涨，79只个股涨停，1104只个股下跌。 | 880005 张跌家数 | | | | --- | --- | --- | | 耳中 | 涨停 | 79 | | 涨幅 | > 7% | 174 | | 涨幅 | 5-7% | 178 | | 涨幅 | 3-5% | 685 | | 涨幅 | 0-3% | 3191 | | 跌幅 | 0-3% | 927 | | 跌幅 | 3-5% | 79 | | 跌幅 | 5-7% | 45 | | 跌幅 | > 7% | 53 | | 其中 跌停 | | 34 | | 上涨家数 | | 4228 | | 下跌家 | 文教 | 1104 | | 平盘停牌 当日种数 | | 120 | | | | 5452 | | | | 17403.50亿 | | 总成交 | | 120006.6万 | | 涨家增减 | | 1502 | | ...

MACD金叉信号形成，这些股涨势不错！ 格隆汇11月24日｜A股市场锂矿股今日再度集体回调，为连续第三日回调。其中，融捷股份、大为股份、国城矿业（维权）、盛新锂能跌停，金圆股份（维 权）逼近跌停，江特电机、西藏珠峰、大中矿业跌超8%，雅化集团跌超7%，赣锋锂业、天齐锂业、西藏矿业、川能动力跌超6%，海南矿业跌超5%。消息 面上，碳酸锂主力合约在此前持续大涨后高位回调，今日盘中跌超2%，为连续第二日回调。 ...