| 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 ▲ | | --- | --- | --- | --- | --- | | 1810 | 小米集团-W | 33.200c | -3.120 | -8.59% | | 9988 | 阿里巴巴-W | 123.700c | -8.300 | -6.29% | | 9868 | 小鹏汽车-W | 71.600c | -3.850 | -5.10% | | 0981 | 中芯国际 | 56.900c | -2.850 | -4.77% | | 2382 | 舜宇光学科技 | 54.450c | -1.950 | -3.46% | | 3888 | 金山软件 | 23.580c | -0.800 | -3.28% | | 1024 | 快手-W | 53.800c | -1.550 | -2.80% | | 0241 | 阿里健康 | 4.870c | -0.130 | -2.60% | | 3690 | 美团-W | 79.150c | -1.550 | -1.92% | | 9618 | 京东集团-SW | 108.600c | -2.100 | -1.90% ...

锂矿股午后拉升，赣锋锂业（002460）(01772)一度升9%，天齐锂业（002466）(09696)曾涨近7%。截至 发稿，赣锋锂业涨5.49%，报58.6港元；天齐锂业涨3.55%，报41.44港元。 消息面上，信达期货指出，枧下窝矿迟迟不能复产，市场对于时间的预期开始出现大幅的延后。下游3 月排产或创下历史新高，周度去库的趋势得以维持，动力端需求在在年初或由于国补刺激走强，而储能 保持强劲。此外，产业持续出现增产去库和库存由上游向下游迁移的情况，反映出需求的强势，当前库 存结构较去年同期更为健康。但是远月存在上游复产预期以及对于需求淡季下滑的定价，表现为近强远 弱的格局。 ...

消息面上，信达期货指出，枧下窝矿迟迟不能复产，市场对于时间的预期开始出现大幅的延后。下游3 月排产或创下历史新高，周度去库的趋势得以维持，动力端需求在在年初或由于国补刺激走强，而储能 保持强劲。此外，产业持续出现增产去库和库存由上游向下游迁移的情况，反映出需求的强势，当前库 存结构较去年同期更为健康。但是远月存在上游复产预期以及对于需求淡季下滑的定价，表现为近强远 弱的格局。 智通财经APP获悉，锂矿股午后拉升，赣锋锂业(01772)一度升9%，天齐锂业(09696)曾涨近7%。截至发 稿，赣锋锂业涨5.49%，报58.6港元；天齐锂业涨3.55%，报41.44港元。 ...

Core Viewpoint - Ganfeng Lithium (SZ002460) reached its daily limit on March 20, 2026, with a price of 69.78 yuan, reflecting a 9.99% increase, driven by improved financial performance and strategic developments [1][4]. Financial Performance - The company turned a profit in 2025, reporting a net profit of 1.1 to 1.65 billion yuan, a significant recovery from a loss of 2.07 billion yuan in the previous year, indicating improved operational conditions and boosting market confidence in future growth [2][5]. - Ganfeng Lithium successfully issued bonds with interest rates between 2.19% and 2.33%, showcasing its ability to secure low-cost financing, which supports future development [2][5]. Subsidiary Development - Subsidiaries, including Ganfeng Lithium Battery, showed significant revenue and profit growth, contributing positively to the overall performance of the company [2][5]. - The company sold part of its PLS stock for 709 million yuan, optimizing its asset structure while maintaining strategic partnerships. Additionally, transferring part of its stake in Shenzhen Yichu to strategic investors raised 660 million yuan, aiding in strategic planning and capital reserves [2][5]. Industry Context - Lithium, as a crucial raw material for the new energy sector, is expected to see sustained demand growth due to the ongoing development of the new energy industry [2][5]. - The lithium battery sector has recently attracted significant market attention, with notable inflows of capital on March 20, leading to multiple stocks in the sector hitting their daily limits, creating a sector-wide momentum [2][5]. Technical Analysis - The MACD indicator for Ganfeng Lithium formed a bullish crossover in mid-March, suggesting a positive short-term trend [2][5]. - Monitoring data indicated substantial net buying from major funds on March 20, reflecting active participation from institutional investors, which contributed to the stock hitting its daily limit [2][5].

锂矿板块午后震荡走高，赣锋锂业冲击涨停，永兴材料涨超8%，天齐锂业、西藏矿业、盛新锂能跟 涨。 ...

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 ...