锂价持续反弹，向上突破动能强劲。 12月17日早间开盘，广期所碳酸锂主力合约涨幅一度冲高至7.75%，报10.88万元/吨，价格创下自2024年5月份以来的新高，年内累计涨幅超40%。 受期价大涨影响，A股锂矿板块指数大涨。截至记者发稿时，数据显示，A股市场中，能源金属板块指数涨幅冲至行业板块之首，个股中天华新能 （300390）涨超12%、盛新锂能（002240）涨超7%、天齐锂业（002466）、中矿资源（002738）双双涨超4%，板块中其他个股悉数飘红。 | | | 锂矿概念指数中，金圆股份（000546）开盘直线拉涨停，斩获"4天2板"，大中矿业（001203）、国城矿业（000688）双双涨超8%；雅化集团（002497）、 天齐锂业等多只锂电产业链个股跟涨。 消息面上，近期宜春市自然资源局发布的《关于拟公告注销27个采矿权的公示》通知公告引起市场关注。 上述公告显示，根据《矿产资源法》等相关要求，宜春市自然资源局拟对27宗采矿许可证予以注销，现向社会公示（2025年12月12日至2026年1月22日）， 公示时间30个工作日，公示期满后予以公告注销，注销后生态修复等相关义务由原矿权人履行。公示期 ...

视频丨许婷婷 稀有金属股拉升走强，中钨高新（000657）逼近涨停，创历史新高，矿资源、厦门钨业（600549）、融捷股份（002192）涨超6%，雅化集团 （002497）、天齐锂业、西藏矿业（000762）、章源钨业（002378）涨超5%，赣锋锂业、东方钽业（000962）、永兴材料（002756）涨超4%。 中钨在线数据显示，今日钨粉价格上涨1万元/吨，最新价格达到100万元/吨，较年初涨216.5%；65%黑钨精矿最新报价42万元/标吨，较年初涨193.7%；仲 钨酸铵(APT)最新报价62万元/吨，较年初涨193.8%。 头顶"国产GPU第二股""年内第二贵新股"光环，沐曦股份高开后持续走强，盘中拉升大涨超700%，总市值近3350亿元，超过摩尔线程。截至上午收盘， 涨幅仍达687.8%，最新股价719.8元。若按700元/股计算，单签盈利近30万元，同样超越摩尔线程，成为A股全面注册制以来最赚钱新股。(详情) 12月17日，沪指窄幅震荡，创业板指涨超1%。沪深两市半日成交额1.04万亿，较上个交易日缩量1039亿。市场共3724股下跌，1578股上涨。 | 行情 | 资金净流入 | 涨跌分布 | ...

格隆汇12月17日｜A股市场锂矿股走强，其中，盛新锂能、大中矿业、金圆股份涨停，盐湖股份、国城 矿业涨超7%，中矿资源、融捷股份、雅化集团涨超6%，天齐锂业、西藏矿业、西藏城投、赣锋锂业涨 超5%。 ...

12月17日，A股市场稀有金属股拉升走强，其中，中钨高新触及涨停创历史新高，中矿资源、厦门钨业、 融捷股份涨超6%，雅化集团、天齐锂业、西藏矿业、章源钨业涨超5%，赣锋锂业、东方钽业、永兴材料 涨超4%。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 | | | | | 稀有金属板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | 1 | 000657 | 中钨高新 | 1 | 9.79 | 652亿 | 214.71 | | 2 | 002738 | 中矿资源 | 页 | 6.73 | 478亿 | 89.47 | | 3 | 600549 | 厦门钨业 | 1 | 6.44 | 663亿 | 122.63 | | ব | 002497 | 雅化集团 | | 5.94 | 265亿 | 97.45 | | 5 | 002192 | 融抄股份 | | 6.00 | 131亿 | 59.32 | | 6 | 002466 | 天齐锂业 | 1 | 5 ...

格隆汇12月17日｜A股市场稀有金属股拉升走强，其中，中钨高新触及涨停创历史新高，中矿资源、厦 门钨业、融捷股份涨超6%，雅化集团、天齐锂业、西藏矿业、章源钨业涨超5%，赣锋锂业、东方钽 业、永兴材料涨超4%。 ...

代码名称最新价（元）涨跌幅（%）成交额300779惠城环保137.531.786.54亿元002497雅化集团 21.731.789.69亿元600549厦门钨业39.260.922.81亿元920061西磁科技29.40.752083.26万元920807奔朗新 材14.760.754261.43万元 本文源自：市场资讯 作者：行情君 2025年12月16日稀土市场行情： 根据包头稀土产品交易所显示，今日稀土主流产品价格小幅调整。氧化镨钕均价57.74万元/吨，下跌 0.10万元/吨；金属镨钕均价70.23万元/吨，下跌0.01万元/吨；氧化镝均价140.14万元/吨，上涨2.39万元/ 吨；氧化铽均价624.17万元/吨，下跌4.97万元/吨。今日询价氧化钕、氧化镨、氧化镧铈、氧化铕、氧 化钇等产品成交信息较少，请慎重参考。目前，镨钕产品价格继续保持弱稳运行，市场成交僵持，活跃 度一般。中重稀土市场保持少量刚需成交，近期出现利好传言，氧化镝价格回升。整体来看，稀土市场 整体氛围依旧偏淡，近期稀土价格或继续保持弱稳走势，同时应提高对中重稀土价格的关注。 A股市场部分稀土永磁概念股行情表现（2025年12月1 ...

截至2025年12月16日 14:45，国证有色金属行业指数(399395)成分股方面涨跌互现，中钨高新(000657)领 涨3.05%，雅化集团(002497)上涨2.25%，厦门钨业(600549)上涨0.59%；赤峰黄金(600988)领跌。有色 ETF基金(159880)最新报价1.74元，盘中净申购700万份。 有色ETF基金(159880)，场外联接(A：021296；C：021297；I：022886)。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 市场整体回调，资金逆势布局有色板块。中国银河证券指出，2024年行业触底企稳后，2025年宏观预期 的修复，其他资源国矿产资源管制等政策下的供应链扰动、美联储降息周期中的流动性宽松，使有色金 属价格与行业业绩增速持续提升，确立了有色金属行业进入新一轮上行周期。2026年上述逻辑有望继续 推动有色金属商品价格上涨与提升有色金属企业的盈利能力，延续有色金属行业的景气上行行情。美联 储继续降息与可能开启扩表，流动性边际宽松将带动全球黄金ETF基金持续购金，推升金价。铜矿供给 叙事延续，长周期景气向上不改。看好刚果（金）政策调控下 ...

Investment Rating - The report maintains a "Buy" rating for several companies in the non-ferrous metals sector, including Shandong Gold, Zijin Mining, and others [3][6]. Core Views - The report highlights that the Federal Reserve's interest rate cut and balance sheet expansion are favorable for precious metals, with expectations of further rate cuts in 2026 [1][35]. - For industrial metals, the report notes that copper inventories are increasing in the U.S., while non-U.S. regions face supply tightness, which could lead to a short squeeze [2]. - The aluminum market is supported by positive macroeconomic policies and low inventory levels, leading to a strong price floor [2]. - Nickel prices are expected to remain low due to seasonal demand weakness [2]. - Lithium prices are experiencing fluctuations due to supply disruptions, while cobalt supply is set to increase with the resumption of exports from the Democratic Republic of Congo [2]. Summary by Sections Precious Metals - The Federal Reserve's recent actions are expected to boost liquidity and support precious metal prices [1][35]. - The market anticipates two rate cuts in 2026, which could influence precious metal investments positively [1][35]. Industrial Metals - **Copper**: U.S. copper inventories are rising, while low inventories in non-U.S. regions raise concerns about supply [2]. - **Aluminum**: The aluminum market is experiencing a strong price support due to positive economic data and low inventory levels [2]. - **Nickel**: Nickel prices are projected to remain low as demand enters a seasonal downturn [2]. Energy Metals - **Lithium**: Prices are fluctuating due to supply disruptions, with recent increases in lithium carbonate prices [2]. - **Cobalt**: The resumption of cobalt exports from the Democratic Republic of Congo is expected to stabilize supply and maintain high price levels [2]. Key Companies to Watch - The report suggests monitoring companies such as Shandong Gold, Zijin Mining, and others for potential investment opportunities [1][2][6].

Investment Rating - The industry rating is "Recommended" [3] Core Views - Short-term lithium prices are expected to remain volatile, with a positive outlook on antimony, cobalt, tungsten, and tin due to a reassessment of strategic metal values [1][2][7] - Supply concerns in the nickel market are supported by the lack of new approvals from Indonesia's RKAB, which may lead to price stabilization [1][28] - The cobalt market is expected to see continued price increases due to structural supply tightness, with Congo's export regulations impacting availability [2][5][16] - Antimony prices are anticipated to converge towards higher overseas prices due to export controls and tight domestic supply [6][17] - The lithium market is experiencing a strong demand backdrop, with expectations of continued inventory depletion supporting prices [7][17] - The rare earth market is tightening due to Vietnam's export ban, which is expected to support prices [9][18] - Tin prices are supported by ongoing supply concerns from overseas sources, particularly from Myanmar and Congo [11][20] - Tungsten prices are expected to remain supported due to supply constraints and regulatory controls [12][21] - The uranium market is facing supply tightness, which is likely to support prices amid geopolitical uncertainties [14][22] Summary by Sections Nickel and Cobalt Industry Update - Nickel prices are under pressure due to stable demand but cautious purchasing from smelters, with LME nickel closing at $14,420 per ton, down 2.04% [1][28] - Cobalt prices are expected to rise further, with Congo's export regulations causing supply constraints [2][5][16] Antimony Industry Update - Domestic antimony prices are lower compared to international prices, but supply tightness is expected to support future price increases [6][17] Lithium Industry Update - Lithium carbonate prices have increased, with a strong demand outlook from the electric vehicle sector [7][17] Rare Earth Industry Update - Vietnam's recent export ban on rare earths is expected to tighten global supply and support prices [9][18] Tin Industry Update - Tin prices are supported by supply concerns from Myanmar and Congo, with LME tin prices rising to $41,905 per ton [11][20] Tungsten Industry Update - Tungsten prices are expected to remain high due to supply constraints and regulatory measures [12][21] Uranium Industry Update - The uranium market is facing supply tightness, with prices supported by geopolitical factors and production delays [14][22]

民爆行业发展历程和产业链简析 1、行业定义 民用爆炸物品特指用于非军事目的、已被列入《民用爆炸物品品名表》中的各类火药、炸药及其制品，以及雷管、导火索等点火和起爆器材。界定民用爆 炸物品需同时满足两项条件：一是被列入《民用爆炸物品品名表》，二是实际应用于民用工程。若相关物品用于军事目的，则不属于民用爆炸物品范畴， 其管理应依据《军队工程爆破器材管理规定》执行。 民爆行业具有严格监管、较高准入门槛、明显区域化的特征，其中监管实行覆盖生产、销售、购买、运输、爆破作业全环节的许可证制度，由国防科技工 业主管部门与公安机关分工监管上下游环节；准入门槛伴随政策演变逐步提升，从禁止生产企业自销到允许凭证销售再到设置行业壁垒；区域化特征则因 仓储条件、运输安全管控的严格要求，以专业流通企业为主导，尤其在西部矿产资源经济区等区域，民爆行业需结合当地资源丰富、人口稀少、交通不便 的特点因地制宜发展，以服务当地经济建设。 2、民爆行业分类 民爆产品可分为：工业炸药及其制品、工业雷管、工业索类火工品、其它民用爆炸物品、原材料。 民爆产品分类 （来源：普华有策） 中国民爆行业发展历程 3、发展历程 中国民爆行业历经七十余年发展，从远 ...