消息面上，继昨日涨停后，碳酸锂期货今早再一度涨超6%。截至发稿，碳酸锂期货主力合约涨超5%， 达164380元/吨。华泰期货认为，昨日碳酸锂涨停走势主要是受到锂矿供给端干扰预期影响，市场对于 宜春锂云母矿产供应复产预期又有所推迟，且涉及面波及当地其他各家。此外，需求端出口退税调整政 策引发下游企业抢出口的热情仍在继续。基本面供需两端共同发力，推动了价格上行。 智通财经APP获悉，锂矿股早盘上扬，截至发稿，赣锋锂业(01772)涨3.78%，报64.6港元；天齐锂业 (09696)涨3.58%，报56.35港元。 ...

| 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 估算板重 | | --- | --- | --- | --- | --- | --- | | 1 | 601899 | 常全矿业 | 有色金属 | 1.61% | 14.74% | | 2 | 603993 | 三明田泉 | 有色金属 | 0.26% | 8.02% | | 3 | 600111 | 北方稀土 | 有色全属 | 1.63% | 4.96% | | 4 | 603799 | 华友钻业 | 有色全属 | 1.44% | 4.74% | | 5 | 601600 | 中国铝业 | 有色全属 | -0.08% | 4.20% | | 6 | 600547 | 山东黄金 | 有色金属 | 4.54% | 3.51% | | 7 | 002460 | 赣锋锂业 | 有色全属 | 3.10% | 3.22% | | 8 | 600489 | #### | 租先进堰 | 4.93% | 3.19% | | d | 000426 | 兴业银锡 | 有色全属 | 2.57% | 3.00% | | 10 | 000807 | 三铝股份 | 有色全属 ...

锂矿股早盘上扬，截至发稿，赣锋锂业（002460）(01772)涨3.78%，报64.6港元；天齐锂业（002466） (09696)涨3.58%，报56.35港元。 消息面上，继昨日涨停后，碳酸锂期货今早再一度涨超6%。截至发稿，碳酸锂期货主力合约涨超5%， 达164380元/吨。华泰期货认为，昨日碳酸锂涨停走势主要是受到锂矿供给端干扰预期影响，市场对于 宜春锂云母矿产供应复产预期又有所推迟，且涉及面波及当地其他各家。此外，需求端出口退税调整政 策引发下游企业抢出口的热情仍在继续。基本面供需两端共同发力，推动了价格上行。 ...

证券之星消息，1月20日能源金属板块较上一交易日上涨0.44%，博迁新材领涨。当日上证指数报收于 4113.65，下跌0.01%。深证成指报收于14155.63，下跌0.97%。能源金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 605376 | 博迁新材 | 73.99 | 6.77% | 28.34万 | | 21.03亿 | | 000408 | 藏格矿业 | 91.45 | 1.61% | 16.16万 | | 14.66 Z | | 002466 | 天齐锂业 | 59.49 | 1.50% | 48.50万 | | 28.62亿 | | 600711 | 盛屯矿业 | 16.60 | 1.22% | 157.06万 | | 25.56亿 | | 002240 | 盛新理能 | 33.94 | 1.16% | 60.37万 | | 20.63亿 | | 002192 | 融捷股份 | 54.62 | 0.37% | 12.51万 | | 6.8 ...

有色金属ETF基金紧密跟踪中证细分有色金属产业主题指数，截至2025年12月31日，中证细分有色金属产业主题指数(000811)前十大权重股分别为紫金矿 业、洛阳钼业、北方稀土、华友钴业、中国铝业、赣锋锂业、山东黄金、云铝股份、中金黄金、天齐锂业，前十大权重股合计占比52.98%。（以上所列股 票仅为指数成份股，无特定推荐之意） | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 201899 | 紫美矿业 | -2.36% | 16.32% | | 600111 | 北方稀土 | -3.92% | 6.60% | | 603993 | 洛阳辑业 | -3.26% | 5.96% | | 603799 | 华友钻业 | -2.26% | 5.22% | | 600547 | 山东黄金 | -3.50% | 3.85% | | 002460 | 赣锋锂业 | -1.77% | 3.72% | | 601600 | 中国铝业 | -2.40% | 3.53% | | 600489 | 中令黄金 | -3.19% | 3.44% | | 600988 | 赤 ...

以下文章来源于妙投APP ，作者Eastland 妙投APP . 虎嗅旗下二级市场投研服务品牌，为您提供精选上市公司价值拆解，热门赛道产业链梳理 作者｜Eastland 头图｜AI生成 锂电产业总算熬出头了，但锂业龙头却开始分化。 2025年，新能源车和储能需求共同推动，中国锂电池总销量达659GWh、同比增长63.3%。作为动力电池最重要原 材料的碳酸锂，价格从每吨6万元振荡上行并稳定在每吨10万元以上。 进入2026年，碳酸锂价格没有因春节因素走软，反而冲破15万元这个重要关口。1月14日，现货价格16.1万元/吨， 主力合约（ lc2605 ）冲高到17.34万元/吨。坊间出现年内20万元/吨的预测。 赣锋锂业（ SZ;002460 ）、天齐锂业（ SZ:002466 ）都是碳酸锂价格上涨的受益者，但业务结构有很大不同。 先说结论： 赣锋的长项在锂资源来源多元化，且向下游拓展，锂电池收入可观；天齐的优势只有一个，就是"家里 有矿"。 回顾近几年业绩，尽管赣锋付出努力更多，但仍旧跑不赢天齐。 单看营收，赣锋似乎跑赢了 曾经，两家公司营收相差无几。疫情中，赣锋受冲击较小；低谷期，赣锋相对抗跌。一来二去，赣锋 ...

Core Viewpoint - The article discusses the advancements and production timelines of solid-state batteries from various companies, highlighting the competitive landscape and technological progress leading up to 2026 and beyond [4]. Group 1: Company Developments - CATL launched the world's first sulfide solid-state battery pilot line in Hefei in May 2025, achieving an energy density of 450Wh/kg, with plans to expand production capacity to 50GWh by 2026 [6]. - Guoxuan High-Tech introduced its "Guan" quasi-solid-state square aluminum shell cell with an energy density greater than 300Wh/kg and initiated a pilot line with a 90% yield rate in May 2025 [8]. - EVE Energy's solid-state battery, "Longquan No. 2," achieved an energy density of 300Wh/kg and is aimed at high-end applications like humanoid robots and low-altitude aircraft [8]. - Aoxin Technology plans to launch its polymer solid-state battery with an energy density of 400Wh/kg by the end of 2025, targeting high-end new energy vehicles [8]. - Ganfeng Lithium announced the mass production of lithium sulfide, completing the last link in the solid-state battery ecosystem, with plans to launch solid-state batteries by the end of 2025 [9]. Group 2: Industry Trends - The solid-state battery industry is expected to enter a critical year in 2026, with many companies racing to achieve mass production [4]. - The article outlines the competitive landscape, with over 30 companies making significant strides in solid-state battery technology, indicating a robust growth trajectory in the sector [4]. - The anticipated commercialization of solid-state batteries is projected for around 2030, as supply chains mature and production processes are refined [6].

消息面上，1月19日，碳酸锂期货主力合约继续走低，现跌超3%，报148000元/吨。上周碳酸锂主力合 约呈震荡下跌走势，盘中多次触及跌停板14.62万元/吨，日内跌幅约9%。中泰期货认为，在短期来看， 前半周价格快速上涨后对抢出口带来的需求增加预期交易基本充分，强监管下市场情绪快速回落，同时 宏观情绪调整，商品大盘整体回落，加速锂价下跌。 智通财经APP获悉，锂矿股继续走低，截至发稿，赣锋锂业(01772)跌3.62%，报61.2港元；天齐锂业 (09696)跌2.44%，报54.05港元。 ...

Group 1 - Lithium mining stocks continue to decline, with Ganfeng Lithium (002460)(01772) down 3.62% at HKD 61.2 and Tianqi Lithium (002466)(09696) down 2.44% at HKD 54.05 [1] - On January 19, lithium carbonate futures main contract fell over 3%, currently at CNY 148,000 per ton [1] - Last week, the main contract for lithium carbonate experienced a volatile downward trend, hitting a limit down of CNY 146,200 per ton, with a daily decline of approximately 9% [1] Group 2 - According to Zhongtai Futures, the rapid price increase in the first half of the week led to sufficient market expectations for increased export demand, but strong regulatory measures caused a quick market sentiment reversal [1] - The overall macro sentiment adjustment and the decline in the commodity market accelerated the drop in lithium prices [1]

Investment Rating - The report maintains a "Buy" rating for several companies in the non-ferrous metals sector, including 山金国际, 赤峰黄金, 洛阳钼业, 中国宏桥, and 中钨高新 [10]. Core Insights - The non-ferrous metals sector is experiencing a general upward trend, with significant price increases across various metals, driven by macroeconomic factors and supply chain dynamics [11][19]. - The report highlights the impact of U.S. tariffs and trade policies on the supply and demand dynamics of key metals, particularly copper and aluminum [2][3]. - The report emphasizes the importance of monitoring inventory levels and production capacities, as these factors are critical in determining future price movements [26][35]. Summary by Sections Precious Metals - Concerns over tariffs have led to a temporary pullback in silver prices, but the long-term outlook remains positive [1]. - The report suggests monitoring companies such as 兴业银锡 and 盛达资源 for potential investment opportunities [1]. Industrial Metals - Copper inventories are rising, particularly in the U.S., raising concerns about supply tightness in non-U.S. regions [2]. - The report notes that while high copper prices are suppressing end-user demand, the long-term consumption outlook remains strong due to infrastructure investments [2]. Aluminum - The aluminum market is expected to experience price fluctuations due to geopolitical tensions and macroeconomic policies [3]. - The report indicates that production cuts in aluminum processing are occurring, particularly in regions like Guizhou and Henan [3]. Nickel - Nickel prices are on an upward trend, supported by supply tightening expectations from Indonesia [4]. - The report highlights the importance of monitoring companies like 华友钴业 and 力勤资源 for investment opportunities [4]. Tin - Supply chain bottlenecks and macroeconomic factors are providing short-term support for tin prices [5]. - The report suggests that companies like 华锡有色 and 兴业银锡 may benefit from these market conditions [5]. Lithium - Lithium prices are experiencing wide fluctuations due to export policy expectations and demand uncertainties [6]. - The report recommends关注 companies such as 赣锋锂业 and 天齐锂业 for potential investment [6]. Cobalt - Progress in cobalt shipments from the Democratic Republic of Congo is expected to support high cobalt prices in the short term [9]. - The report suggests monitoring companies like 华友钴业 and 腾远钴业 for investment opportunities [9].