本报讯 （记者袁传玺）天眼查工商信息显示，近日，分宜赣锋锂电科技有限公司成立，注册资本1亿 元，经营范围含电池制造、电容器及其配套设备制造、电容器及其配套设备销售等。股权全景穿透图显 示，该公司由赣锋锂业（002460）旗下江西赣锋锂电科技股份有限公司全资持股。 ...

Investment Strategy Overview - The report maintains a standard rating for the non-ferrous metals industry, highlighting the positive outlook for copper and aluminum, while emphasizing the potential for rare metals and lithium to rise due to supply-demand dynamics and technological advancements [1][3]. Copper Industry - The copper supply-demand landscape is influenced by ongoing global supply disruptions and a favorable macroeconomic environment, with expectations for price increases supported by a global interest rate cut cycle [3][21]. - Domestic copper production is projected to slow down due to tightening copper concentrate supplies and low smelting fees, while demand from the renewable energy sector and AI electronics is expected to continue rising [3][50]. - In the first three quarters of 2025, China's refined copper production reached 889.5 million tons, a year-on-year increase of 13.14%, driven by significant contributions from recycled copper and improved smelting technology [3][28]. Aluminum Industry - The aluminum market is characterized by rigid supply constraints and differentiated demand, with prices expected to rise due to strong demand from the renewable energy sector and gradual recovery in the real estate market [3][55]. - Domestic aluminum production is supported by stable bauxite supply and increasing imports, with a notable rise in imported bauxite by 33.6% year-on-year [3][59]. - The report indicates that the aluminum price is likely to maintain an upward trajectory due to the ongoing economic recovery and the anticipated demand from various sectors [3][55]. Strategic Metals - The rare earth supply is expected to stabilize, but demand needs to be boosted, particularly from sectors like electric vehicles and renewable energy [3][4]. - Tungsten supply is projected to remain tight due to resource depletion and environmental regulations, while demand is stable, driven by applications in hard alloys and emerging technologies [3][4]. - Lithium production is set to benefit from the rapid expansion of energy storage and solid-state battery technologies, with a significant increase in demand anticipated [3][4]. Precious Metals - Gold is expected to maintain its upward momentum due to declining dollar credit and ongoing central bank purchases, despite short-term volatility [3][5]. - The report highlights that gold's monetary attributes are likely to be reinforced amid geopolitical tensions and a global trend towards de-dollarization [3][19]. Investment Recommendations - The report suggests focusing on companies such as Tianshan Aluminum (002532), Luoyang Molybdenum (603993), and Western Mining (601168) for industrial metals, while recommending Xiamen Tungsten (600549) and Xingye Silver Tin (000426) for small metals and new materials [6]. - For energy metals, Ganfeng Lithium (002460) and Tianqi Lithium (002466) are highlighted as key players to watch [6]. - In the precious metals sector, Zijin Mining (601899) and Chifeng Jilong Gold Mining (600988) are recommended due to their potential for price appreciation [6].

近日，据锡盟融媒消息，镶黄旗锂资源综合利用项目年产8万吨磷酸铁锂项目，正在持续推进。 目前，项目主厂房土建已基本完成，预计 2026年投产。 项目由内蒙古赣锋锂业有限公司投建，该公司成立于2022年4月，注册资本50000万元，目前赣锋锂业持股70%。 据了解，赣锋锂业于2023年与锡林郭勒盟行政公署签署战略合作协议，以携手打造锡林郭勒盟锂电新能源产业链，规划建设年采选60万吨锂 铌钽矿项目、年产2万吨碳酸锂项目、年产8万吨磷酸铁锂项目、年产2GWh电芯及PACK项目等。 当前，锂电行业已进入新一轮竞争周期， 碳酸锂冲破10万大关的趋势下，赣锋锂业作为锂资源龙头，有望率先获利。 作 者：能 苑 声 明： 本文由起点锂电原创，版权归属起点锂电，如需转载或开白联系起点锂电小编（微信：qd-Lib1222）！ 进度方面，年采选60万吨锂铌钽矿项目已经投产；今年7月，年产2万吨碳酸锂项目首批调试产品顺利下线；年产8万吨磷酸铁锂项目将利用一 期项目产出的电池级碳酸锂作为原材料进行生产；此外年产2GWh电芯及PACK项目正在建设，预计明年6月中旬土建完工。 待以上项目全部投产，锡林郭勒盟将完全打通锂资源采选开发到碳酸锂、 ...

高盛发布研报称，锂市场基本面近几月显著改善，预计2025年下半年至2026年上半年供需将呈现偏紧状态，主要原因在于国内需求及出口双双走强，其中储能系统是预期变化最大的驱动因素， 不过，该行认为当前现货价格存在下行风险，原因包括下游市场在短期内的负面反馈，储能系统安装增长速度减缓和其他因素影响库存增补，供应端节奏也较慢。高盛更新锂价预测，以中国基准 责任编辑：史丽君 ...

截至11月24日收盘，盐湖提锂概念下跌1.40%，位居概念板块跌幅榜前列，板块内，盛新锂能跌停，金 圆股份、赣锋锂业、天齐锂业等跌幅居前，股价上涨的有17只，涨幅居前的有倍杰特、三达膜、隆华科 技等，分别上涨2.56%、2.53%、2.42%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 中船系 | 6.63 | 海南自贸区 | -2.19 | | 小红书概念 | 4.76 | 盐湖提锂 | -1.40 | | 军工信息化 | 4.63 | 磷化工 | -0.88 | | 太赫兹 | 4.47 | 自由贸易港 | -0.50 | | 快手概念 | 4.14 | 钛白粉概念 | -0.46 | | 智谱AI | 4.11 | 转基因 | -0.46 | | 兵装重组概念 | 4.00 | 石墨电极 | -0.40 | | 国产航母 | 3.97 | 大豆 | -0.37 | | Web3.0 | 3.89 | 化肥 | -0.30 | | 数字水印 | 3.89 | 养鸡 | -0.30 | 资金面上看，今 ...

赣锋锂业副总裁何佳言表示，锂行业正处于上升周期，现已触底。由于资本投入周期，明年大型项目的 额外供应将有限。汽车制造商的需求在上升，而储能系统的发展也"超出我们预期"，此外，机器人和计 算领域的应用也日益增多。市场不应过分关注短期价格波动。 ...

Core Viewpoint - The market is experiencing unexpected weakness, with significant declines in key assets such as Industrial Fulian and Ganfeng Lithium, despite a rebound in US stocks last week [1][4]. Group 1: Industrial Fulian - Industrial Fulian has seen substantial sell-offs, contributing over 7.63 points to the Shanghai Composite Index's decline, indicating it accounted for more than half of the index's drop [3]. - The sell-off is attributed to rumors regarding Nvidia's potential entry into the L10 system and a downward revision of Q4 performance, which some institutions believe are unfounded [3]. - Industrial Fulian maintains that its Q4 operations are on track, with expected cabinet deliveries increasing by over 30% quarter-on-quarter, and no profit target adjustments have been made [3]. Group 2: Ganfeng Lithium - Goldman Sachs downgraded Ganfeng Lithium's H-shares rating to "Sell," citing a 14% reduction in lithium price expectations for the second half of 2026 due to weak short-term market feedback and slowing inventory replenishment [2][4]. - Despite improvements in the lithium market fundamentals, a prolonged inventory cycle in energy storage systems may offset the expected supply-demand balance [4]. Group 3: Japanese Financial Market - Japanese government bond yields continue to rise, with the 10-year yield above 1.78% and the 40-year yield reaching 3.678%, indicating ongoing market volatility [4]. - Analysts suggest that potential intervention measures may not reverse the broad depreciation of the yen but could slow its decline [2][5]. Group 4: A-share Market Outlook - The A-share market is currently in a "three-phase overlap," characterized by a consolidation phase in the mid-bull market, a critical period for economic verification, and a performance policy vacuum, leading to a slowdown in upward momentum [6][7]. - The market is expected to stabilize as it approaches key support levels, with a potential bottoming opportunity if the A-share index reaches the half-year line [7].

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 | | ...

2025.11.24 本文字数：827，阅读时长大约2分钟 作者 |一财阿驴 11月24日，A股三大指数集体收涨，截至收盘，上证指数涨0.05%，深证成指涨0.37%，创业板指涨 0.31%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | w | 3836.77 | 1.87 | 0.05% | | 399001 | 深证成指 | Winn | 12585.08 | 47.01 | 0.37% | | 399006 | 创业板指 | while | 2929.04 | 8.97 | 0.31% | 盘面上，军工、卫星导航、低空经济、AI应用、云计算、6G、电商概念股表现活跃；锂电池产业链再 度回调，锂矿方向领跌；海南本地股走弱。 军工板块集体爆发，江龙船艇、久之洋、中船防务、国机精工等超10股涨停。 锂矿股延续调整，盛新锂能跌停，金圆股份、赣锋锂业、天齐锂业等跌幅居前。 | 代码 | 名称 | 涨幅� | 现价 | | --- | --- | --- | --- | | 300 ...

2025.11. 24 本文字数：827，阅读时长大约2分钟 主力资金全天净流入传媒、航天航空、汽车整车等板块，净流出半导体、电子、证券等板块。 具体到个股来看，蓝色光标、三六零、长城军工获净流入13.17亿元、10亿元、8.42亿元。 净流出方面，工业富联、新易盛、中际旭创遭抛售27.43亿元、11.94亿元、11.13亿元。 作者 | 一财阿驴 11月24日，A股三大指数集体收涨，截至收盘，上证指数涨0.05%，深证成指涨0.37%，创业板指 涨0.31%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | m | 3836.77 | 1.87 | 0.05% | | 399001 | 深证成指 | my | 12585.08 | 47.01 | 0.37% | | 399006 | 创业板指 | While | 2929.04 | 8.97 | 0.31% | 盘面上，军工、卫星导航、低空经济、AI应用、云计算、6G、电商概念股表现活跃；锂电池产业链 再度回调，锂矿方向领跌； ...