Market Overview - The Shanghai Composite Index experienced narrow fluctuations, while the ChiNext Index rose over 1% on December 17. The total trading volume in the Shanghai and Shenzhen markets was 1.04 trillion yuan, a decrease of 103.9 billion yuan compared to the previous trading day. A total of 3,724 stocks declined, while 1,578 stocks increased [1][2]. Sector Performance - The lithium battery industry chain led the market gains, with Tianhua New Energy (300390) rising over 13%, Jinyuan Co. (000546) achieving two consecutive limit-ups in four days, and Shengxin Lithium Energy (002240) hitting the daily limit. Hong Kong-listed Tianqi Lithium (002466) and Ganfeng Lithium (002460) both increased by over 5% [3][4]. Lithium Market Insights - On December 17, lithium carbonate futures surged over 7%, reaching a new high since May 2024. Following the shutdown of mining operations by CATL (300750), the "Lithium Capital of Asia," Yichun, plans to cancel 27 mining rights. Analysts noted that lithium carbonate futures prices have risen over 70% from their low point earlier in the year, with market expectations for lithium demand significantly improving following the release of November battery sales data [3][4]. Rare Metals and Other Sectors - The optical module sector saw a significant rebound, with major players like Guangku Technology (300620) leading with over a 5% increase. Rare metal stocks also strengthened, with Zhongtung High-tech (000657) nearing a limit-up and reaching a historical high. Tungsten powder prices increased by 10,000 yuan per ton, now priced at 1 million yuan per ton, reflecting a 216.5% rise since the beginning of the year [5]. New Stock Performance - Muxi Co., known as the "second domestic GPU stock" and the "second most expensive new stock of the year," saw its shares soar over 700%, with a market capitalization nearing 335 billion yuan, surpassing Moer Thread. The stock's price reached 719.8 yuan, with potential profits exceeding 300,000 yuan per share [7]. Precious Metals Update - Silver prices reached a new historical high, with spot silver rising over 3% to 65.86 USD per ounce. The main contract for silver futures on the Shanghai Futures Exchange increased by over 4%. Gold also saw a sharp increase, touching 4,320 USD, with the World Gold Council projecting an average annual return of over 5% for gold from 2025 to 2040 [7][8].

Core Insights - The rare metals sector in the A-share market experienced significant gains, with several stocks reaching new highs and notable increases in share prices [1] Group 1: Stock Performance - Zhongtung High-tech reached its daily limit and set a historical high, with a price increase of 9.79% and a total market capitalization of 65.2 billion [2] - Zhongmin Resources and Xiamen Tungsten both saw price increases exceeding 6%, with year-to-date gains of 89.47% and 122.63% respectively [2] - Other notable performers included Yahua Group, Tianqi Lithium, and Tibet Mining, all of which recorded price increases of over 5% [1][2] Group 2: Market Capitalization and Year-to-Date Gains - The total market capitalization of the top rare metal stocks varied, with Ganfeng Lithium leading at 131.7 billion, followed by Tianqi Lithium at 86.8 billion [2] - Year-to-date performance showed substantial growth across the sector, with Zhongtung High-tech leading at 214.71% increase, indicating strong investor interest and market confidence [2]

Core Viewpoint - The A-share market for rare metal stocks has seen a significant rally, with several companies reaching new highs and experiencing substantial gains [1] Group 1: Company Performance - Zhongtung High-tech reached its daily limit and set a historical high [1] - Zhongmin Resources, Xiamen Tungsten, and Rongjie Co. all increased by over 6% [1] - Yahua Group, Tianqi Lithium, Tibet Mining, and Zhangyuan Tungsten all rose by over 5% [1] - Ganfeng Lithium, Dongfang Tantalum, and Yongxing Materials increased by over 4% [1]

格隆汇12月16日丨章源钨业(002378.SZ)公布，公司于2025年12月15日收到控股股东章源控股《告知 函》，获悉章源控股于2025年12月8日至2025年12月15日通过大宗交易方式合计减持公司股份810.72万 股，占公司总股本比例0.6748%。本次权益变动前，章源控股及其一致行动人黄世春先生合计持有公司 股份6.92亿股，占公司总股本的57.6212%；本次权益变动后，章源控股及其一致行动人黄世春先生合计 持有公司股份6.84亿股，占公司总股本的56.9464%。本次权益变动触及1%的整数倍。 ...

格隆汇12月16日丨章源钨业(002378.SZ)公布，公司于2025年12月15日收到控股股东章源控股《告知 函》，获悉章源控股于2025年12月8日至2025年12月15日通过大宗交易方式合计减持公司股份810.72万 股，占公司总股本比例0.6748%。本次权益变动前，章源控股及其一致行动人黄世春先生合计持有公司 股份6.92亿股，占公司总股本的57.6212%；本次权益变动后，章源控股及其一致行动人黄世春先生合计 持有公司股份6.84亿股，占公司总股本的56.9464%。本次权益变动触及1%的整数倍。 ...

证券代码：002378 证券简称：章源钨业 公告编号：2025-059 崇义章源钨业股份有限公司 控股股东及其一致行动人减持股份触及 1%整数倍的公告 股东崇义章源投资控股有限公司及其一致行动人黄世春先生保证向本公 司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 崇义章源钨业股份有限公司（以下简称"公司"或"本公司"）于 2025 年 12 月 15 日收到控股股东崇义章源投资控股有限公司（以下简称"章源控股"）《告知 函》，获悉章源控股于 2025 年 12 月 8 日至 2025 年 12 月 15 日通过大宗交易方 式合计减持公司股份 8,107,153 股，占公司总股本比例 0.6748%。本次权益变动 前，章源控股及其一致行动人黄世春先生合计持有公司股份 692,270,781 股，占 公司总股本的 57.6212%；本次权益变动后，章源控股及其一致行动人黄世春先 生合计持有公司股份 684,163,628 股，占公司总股本的 56.9464%。 本次权益变动触及 1%的整数倍，具体情况公告如下： | 1 ...

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600490 鹏欣资源 | | -0.13 | 5.10 | 10587.49 | | 002378 章源钨业 | | 0.81 | 6.26 | 8819.60 | | 002756 永兴材料 | | 3.19 | 4.42 | 3248.60 | | 000657 中钨高新 | | 3.33 | 7.19 | 2802.97 | | 002237 恒邦股份 | | -4.69 | 2.97 | 2626.15 | | 601069 西部黄金 | | -7.61 | 3.12 | 1609.15 | | 002192 融捷股份 | | -0.81 | 4.64 | 551.43 | | 002182 宝武镁业 | | -3.25 | 1.93 | 485.29 | | 600961 株冶集团 | | -5.59 | 2.37 | 468.99 | | 300855 图南股份 | | -2.91 | 3.99 | 343.54 | | 002295 ...

证券日报网讯12月15日晚间，章源钨业（002378）发布公告称，公司不存在逾期债务对应的担保、涉及 诉讼的担保及因被判决败诉而应承担的担保。 ...

（文章来源：证券日报） 证券日报网讯 12月15日晚间，章源钨业发布公告称，公司第六届董事会第二十一次会议审议通过《关 于为全资子公司赣州澳克泰工具技术有限公司申请银行贷款提供担保的议案》。 ...

崇义章源钨业股份有限公司 关于为全资子公司赣州澳克泰工具技术有限公司 申请银行贷款提供担保的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、担保情况概述 证券代码：002378 证券简称：章源钨业 公告编号：2025-058 崇义章源钨业股份有限公司（以下简称"公司"）的全资子公司赣州澳克泰工 具技术有限公司（以下简称"赣州澳克泰"）拟分别向中国工商银行股份有限公司 崇义支行申请贷款 5,000 万元、向招商银行股份有限公司赣州分行申请贷款 6,000 万元，用于赣州澳克泰日常生产经营，由公司提供担保。 公司于 2025 年 12 月 13 日召开第六届董事会第二十一次会议，审议通过《关 于为全资子公司赣州澳克泰工具技术有限公司申请银行贷款提供担保的议案》， 全体董事以 9 票同意，0 票反对，0 票弃权的表决结果通过了此项议案。 根据《深圳证券交易所股票上市规则》及公司《章程》的有关规定，本次担 保事项在董事会审批权限范围内，无需提交公司股东会审议。 二、被担保人基本情况 1. 公司名称：赣州澳克泰工具技术有限公司 6. 注册资本：1,655,59 ...