Group 1: Precious Metals - The financial attributes of precious metals, particularly gold, are expected to continue to shine, driven by ongoing central bank purchases and a shift in global credit dynamics, with gold prices projected to rise significantly [4][13][36] - Central banks' gold purchases are anticipated to increase from 5% to 21% of global gold demand from 2020 to 2024, with a peak of 23% in 2022, indicating a strong demand for gold as a safe asset [13][19] - Gold prices are projected to exceed $6,000 per ounce by 2026, supported by central bank buying and a decline in real interest rates [33][36][46] Group 2: Industrial Metals - The demand for industrial metals, particularly aluminum and copper, is expected to remain robust, with aluminum nearing production capacity limits domestically and limited supply growth internationally [4][54] - The copper market is facing significant supply disruptions, with major mines experiencing production cuts due to various operational challenges, leading to a tight supply outlook [53][54] - The overall copper production is projected to grow modestly, with a year-on-year increase of 2.5% in 2024 and 1.2% in 2025, but supply constraints may limit growth potential [54][72] Group 3: Minor Metals - Strategic minor metals such as lithium, cobalt, and tungsten are experiencing a revaluation due to increasing demand from energy storage and electric vehicle sectors [5][48] - The lithium industry is expected to see a reversal in its cycle earlier than anticipated, driven by high demand for energy storage solutions [5] - Cobalt supply is tightening significantly, leading to a notable price increase, while nickel prices are supported by clear cost structures and increasing supply disruptions [5][48]

责任编辑：栎树 | 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | | --- | --- | --- | --- | --- | --- | --- | | 000688 | 国城矿业 | | -5.91 | 389亿 | 18.06 | 32.82 | | 001203 | 大中矿业 | | -5.32 | 548亿 | 16.70 | 35.77 | | 601969 | 海南城 | 東 | -4.21 | 245亿 | 3.37 | 12.28 | | 002756 | 永兴材料 | 1 | -4.10 | 340亿 | 16.39 | 63.14 | | 603077 | 和邦生物 | | -4.22 | 261亿 | 30.53 | 2.95 | | 002240 | 盛新锂能 | | -3.86 | 340亿 | 7.93 | 37.16 | | 002460 | 赣锋锂业 | 1 | -3.71 | 1383 乙 | 4.87 | 65.95 | | 002312 | 川发龙蟒 | | -3.70 | 231亿 | 11.89 | 12.23 | | 600338 ...

A股市场 锂矿股普跌，其中， 国城矿业、 大中矿业跌超5%， 海南矿业、 永兴材料、 和邦生物跌超 4%， 盛新锂能、 赣锋锂业、 川发龙蟒、 西藏珠峰、 天华新能、华友钻业、 西藏矿业、 川能动力跌 超3%。消息面上，碳酸锂主力合约盘中跌超4%，报150220元/吨。 ...

在全球资本市场波动加大、地缘政治风险加剧的背景下，中国资产凭借独特的"性价比"优 势，吸引了众多海外投资者的目光。 韩国预托结算院（KSD）旗下SEIbro数据显示，最近一个月，韩国投资者净买入A股证券主要有 三一重工、中国电建、长电科技、光迅科技、梅花生物、赣锋锂业、许继电气等，净买入金额均 不低于100万美元。 值得一提的是，相关ETF也在韩国股民的扫货名单中。近一个月以来，国联安中证全指半导体产 品与设备ETF、华夏国证半导体芯片ETF两只ETF获韩国投资者净买入金额排名居前。 聚焦"HALO"资产与新兴赛道 从近一个月以来韩国股民的投资动向来看，中国"HALO"资产以及半导体等新兴赛道备受青睐。 SEIbro数据显示，近一个月以来，韩国股民对三一重工、中国电建、许继电气等行业龙头产生浓 厚兴趣。其中，三一重工以近一个月净买入超630万美元排名居首，中国电建的净买入金额超过 440万美元，许继电气的净买入金额也不低于130万美元。 排排网财富研究总监刘有华向记者表示，近年来，韩国投资者聚焦中国AI、机器人等领域，主要 基于三重考量：一是产业成长性与估值吸引力。中国在上述领域具备完整的产业集群与明确的政 ...

3月17日，赣锋锂业跌2.99%，成交额21.49亿元，换手率2.55%，总市值1436.03亿元。 异动分析 盐湖提锂+金属钴+小金属概念+锂电池概念+特斯拉概念 1、公司持有的阿根廷Cauchari-Olaroz项目的含锂卤水资源量为约合2,458万吨LCE，是目前全球最大的 盐湖提锂项目之一，支持年产量超过4万吨电池级碳酸锂并持续40年。 2、2020年6月29日公告显示：公司以自有资金 30,011.7 万元人民币在江西省产权交易所成功竞得新余高 新投资有限公司持有的赣州腾远钴业新材料股份有限公司6,514,553 股份，本次交易完成后，公司将持 有腾远钴业 6.8966%的股权。 3、2020年6月29日公告显示：公司以自有资金 30,011.7 万元人民币在江西省产权交易所成功竞得新余高 新投资有限公司持有的赣州腾远钴业新材料股份有限公司6,514,553 股份，本次交易完成后，公司将持 有腾远钴业 6.8966%的股权。 4、江西赣锋锂业集团股份有限公司的主营业务是从磷酸铁锂蓄电池废物（我们最具代表性的回收产品 之一）回收硫酸锂溶液的回收流程公司的主要产品是氢氧化锂、碳酸锂、金属锂、固体电解质材 ...

3月16日，赣锋锂业盘中下跌2.10%，截至09:39，报68.56元/股，成交4.18亿元，换手率0.50%，总市值 1437.49亿元。 资金流向方面，主力资金净流出1771.87万元，特大单买入1638.23万元，占比3.92%，卖出2658.03万 元，占比6.36%；大单买入8295.20万元，占比19.84%，卖出9047.27万元，占比21.64%。 赣锋锂业今年以来股价涨9.02%，近5个交易日涨1.18%，近20日涨5.88%，近60日涨8.26%。 资料显示，江西赣锋锂业集团股份有限公司位于江西省新余市经济开发区龙腾路,香港湾仔皇后大道东 248号大新金融中心40楼，成立日期2000年3月2日，上市日期2010年8月10日，公司主营业务涉及从事各 种深加工锂产品的研究、开发、生产与销售。主营业务收入构成为：锂系列产品56.78%，锂电池系列 产品35.52%，其他7.70%。 赣锋锂业所属申万行业为：有色金属-能源金属-锂。所属概念板块包括：盐湖提锂、锂矿、预盈预增、 大盘、钴概念等。 截至9月30日，赣锋锂业股东户数37.25万，较上期增加31.18%；人均流通股3243股，较上期减少 ...

有色金属ETF基金（516650）业绩比较基准为中证细分有色金属产业主题指数收益率，管理人为华夏基 金管理有限公司，基金经理为单宽之，成立（2021-06-09）以来回报为114.30%，近一个月回报为 0.12%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 来源：新浪基金∞工作室 3月16日，有色金属ETF基金（516650）开盘跌1.59%，报2.108元。有色金属ETF基金（516650）重仓股 方面，紫金矿业开盘跌2.04%，洛阳钼业跌2.83%，北方稀土跌0.04%，华友钴业跌0.72%，中国铝业涨 0.71%，赣锋锂业跌0.29%，山东黄金跌2.17%，云铝股份涨0.72%，中金黄金跌2.50%，天齐锂业跌 0.46%。 ...

Investment Rating - Maintain "Buy" rating for the sector [5] Core Views - The geopolitical situation in the Middle East continues to disrupt bullish sentiment, but there is sustained optimism for precious metals during the stagflation cycle [1] - Copper demand remains resilient despite short-term geopolitical disturbances, with a positive long-term outlook [2] - Aluminum prices are experiencing significant volatility due to ongoing overseas conflicts, while domestic demand is gradually transitioning towards a consumption peak [3] - Nickel prices are under pressure from geopolitical disturbances, but supply constraints provide some support [4] - Tin prices are fluctuating due to a tug-of-war between supply and demand factors, with a lack of strong driving forces [8] - The lithium market is seeing increases in both supply and demand, maintaining a trend of inventory reduction [9] - Cobalt prices are experiencing fluctuations due to weak downstream purchasing [10] Summary by Sections Precious Metals - The ongoing geopolitical crisis in the Middle East has led to sustained high oil prices, impacting investor sentiment towards precious metals. However, concerns are seen as short-term, with a bullish outlook for the medium term [1][41] Industrial Metals - **Copper**: Demand remains strong with a recovery in market transactions as production resumes. Recent expectations for downstream production have improved, indicating a healthy demand base [2] - **Aluminum**: Supply has slightly increased, but high prices are suppressing some demand. The market is transitioning towards a consumption peak, with ongoing geopolitical factors influencing prices [3] - **Nickel**: Prices have decreased due to geopolitical tensions, but supply constraints from Indonesia are providing support [4] - **Tin**: Supply is stable, but demand is weak, leading to a lack of strong price movements [8] Energy Metals - **Lithium**: Both supply and demand are increasing, with a focus on inventory reduction. The market is expected to remain active due to rising demand from the electric vehicle sector [9] - **Cobalt**: Prices are fluctuating with weak demand from downstream sectors, leading to a cautious purchasing environment [10]

格隆汇3月13日丨赣锋锂业(01772.HK)宣布，董事会会议将于2026年3月30日（星期一）举行，藉以（其 中包括）审议及批准公司及其附属公司截至2025年12月31日止年度的全年业绩及其刊发，以及考虑建议 派发末期股息（如有）。 ...

格隆汇3月13日丨赣锋锂业(01772.HK)宣布，董事会会议将于2026年3月30日(星期一)举行，藉以(其中包 括)审议及批准公司及其附属公司截至2025年12月31日止年度的全年业绩及其刊发，以及考虑建议派发 末期股息(如有)。 赣锋锂业(01772.HK)拟3月30日举行董事会会议审批全年业绩 赣锋锂业(01772.HK)遭摩根大通减持 124.71万股 相关事件 ...