Core Viewpoint - The A-share market for lithium mining stocks has strengthened, with significant price increases observed in various companies, driven by optimistic market sentiment regarding future demand for lithium carbonate [1] Group 1: Market Performance - Yongxing Materials saw a rise of over 7%, while Cangge Mining and Dazhong Mining increased by over 4% [1] - Other companies such as Defang Nano, Guocheng Mining, Zhongmin Resources, Hainan Mining, Jinyuan Co., and Xibu Mining experienced gains of over 3% [1] - Notably, Cangge Mining and Zhongmin Resources reached historical highs [1] Group 2: Lithium Carbonate Market - The main contract for lithium carbonate surged past 130,000, with an intraday increase of over 8%, marking a new high since November 2023 [1] - Analysts express optimism about the future demand in the lithium carbonate spot market, contributing to the ongoing rise in lithium prices [1] Group 3: Investor Activity - There is a noticeable increase in participation from various investors, with a significant rise in capital flow [1] - The recent strong performance of lithium carbonate futures has attracted more traders, particularly those with capital exceeding 100,000 [1] - Industrial clients have entered the market early for hedging purposes, which may lead to increased margin requirements and higher open interest in the main contracts [1]

Group 1 - The small metal sector experienced a decline of 0.28% on December 24, with Zhangyuan Tungsten Industry leading the drop [1] - The Shanghai Composite Index closed at 3940.95, up 0.53%, while the Shenzhen Component Index closed at 13486.42, up 0.88% [1] - Notable gainers in the small metal sector included Tiangong Co., which rose by 16.15% with a closing price of 20.86, and Xibu Materials, which increased by 8.47% to 42.00 [1] Group 2 - The small metal sector saw a net outflow of 1.029 billion yuan from major funds, while retail investors contributed a net inflow of 1.143 billion yuan [2] - The top losers included Caoyuan Tungsten Industry, which fell by 7.75% to 15.00, and Xianglu Tungsten Industry, down 6.63% to 14.08 [2] - The trading volume for major stocks in the sector varied, with Xiamen Tungsten Industry recording a volume of 713,100 shares and a turnover of 2.906 billion yuan [2] Group 3 - Major net inflows were observed in Xibu Materials with 118 million yuan, while Tiangong Co. had a significant retail net inflow of 958,600 yuan [3] - Conversely, Guoyan Platinum Industry experienced a net outflow of 66.75 million yuan from retail investors [3] - The overall market sentiment reflected a mixed response, with some stocks like Zhongkuang Resources seeing a net inflow of 32.55 million yuan from speculative funds [3]

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | | | | | 2025-12-24 | 002738 | 中矿资源 | 75.38 | 9.32 | 702.54 机构专用 | | 机构专用 | 12月24日，中矿资源大宗交易成交9.32万股，成交额702.54万元，占当日总成交额的0.27%，成交价 75.38元，较市场收盘价75.38元持平。 ...

Group 1 - The core material for electrolytes, lithium hexafluorophosphate, has seen a price increase that exceeds market expectations, reaching an average price of 177,250 yuan per ton, which is over a 200% increase since early November [1] - The demand from energy storage and new energy vehicles has triggered a boom in the lithium battery industry chain, marking a turning point in industry prosperity since December 2025, with price increases expected to continue until the second quarter of 2026 due to supply-demand mismatches [1] - As of December 24, 2025, the CSI New Energy Vehicle Industry Index (930997) rose by 0.36%, with notable increases in component stocks such as Weichai Power (8.32%) and Zhongmin Resources (4.77%) [1] Group 2 - The CSI New Energy Vehicle Industry Index closely tracks the performance of 50 listed companies involved in the new energy vehicle sector, including manufacturers of electric vehicles, electric motors, battery equipment, and materials [2] - As of November 28, 2025, the top ten weighted stocks in the CSI New Energy Vehicle Industry Index accounted for 51.96% of the index, with leading companies including CATL, BYD, and Ganfeng Lithium [2]

中矿资源股价创出历史新高，截至9:51，该股上涨6.07%，股价报75.65元，成交量1372.56万股，成交金 额10.11亿元，换手率1.93%，该股最新A股总市值达545.81亿元，该股A股流通市值537.90亿元。 证券时报·数据宝统计显示，中矿资源所属的有色金属行业，目前整体涨幅为0.90%，行业内，目前股价 上涨的有111只，涨幅居前的有浩通科技、兴业银锡、中矿资源等，涨幅分别为7.18%、6.10%、 6.07%。股价下跌的有26只，跌幅居前的有章源钨业、翔鹭钨业、厦门钨业等，跌幅分别为6.27%、 5.31%、4.88%。 公司发布的三季报数据显示，前三季度公司共实现营业收入48.18亿元，同比增长34.99%，实现净利润 2.04亿元，同比下降62.58%，基本每股收益为0.2831元，加权平均净资产收益率1.68%。（数据宝） 两融数据显示，该股最新（12月23日）两融余额为21.95亿元，其中，融资余额为21.81亿元，近10日增 加9991.98万元，环比增长4.80%。 （文章来源：证券时报网） ...

Group 1: A-shares and Metal Sector Performance - The A-share non-ferrous metal sector showed strong performance on December 24, with Zhongkuang Resources rising over 6% and several other stocks like Shengda Resources and Xingye Silver Tin increasing by over 4% [1] - Specific stock price movements include Zhongkuang Resources at 76.19 with a 6.83% increase, Shengda Resources at 31.83 with a 4.53% increase, and Xingye Silver Tin at 36.85 with a 4.48% increase [2] Group 2: Precious Metals Price Movements - Spot gold prices surpassed $4,520 per ounce for the first time, with a daily increase of 0.84%, and a year-to-date increase of nearly $1,900 [2] - The price of spot silver also rose, reaching $72 per ounce, with a year-to-date increase of over 150% [2] - Platinum prices hit a historical high, breaking the $2,300 per ounce mark, with a cumulative increase of over 150% this year, marking the largest annual increase since data collection began in 1987 [3] Group 3: Copper and Other Industrial Metals - Copper futures broke the $12,000 per ton mark for the first time, with an annual increase of nearly 38%, potentially marking the largest annual increase since 2009 [4] - Domestic precious metal futures also rose, with platinum futures hitting the limit up, and both silver and palladium increasing by over 6% [5] Group 4: Future Price Predictions for Gold - The World Gold Council predicts that if the global economy slows and interest rates decline, gold prices may rise moderately; in the event of a "black swan" event, gold prices could increase by 15%-30% by 2026, potentially exceeding $5,000 [6] - Goldman Sachs has raised its 2025 gold price target to $4,800, citing expanding U.S. fiscal deficits and declining dollar credibility [6] - UBS has a more aggressive forecast, predicting gold prices could reach $5,000-$5,500 by 2026, emphasizing gold as a hedge against "de-globalization" risks [6]

交易信息汇总资金流向 中矿资源集团股份有限公司于2025年4月24日召开第六届董事会第十五次会议，审议通过申请广州期货 交易所碳酸锂指定交割厂库的议案。2025年12月22日，广州期货交易所发布公告，新增公司为碳酸锂期 货交割厂库，厂库地址位于江西省新余市高新技术开发区阳光大道1998号，自公告之日起生效。该资质 有助于公司整合现货市场、期货市场与交割厂库资源，提升抗风险能力与市场竞争力，对公司长期可持 续发展具有积极意义。 截至2025年12月23日收盘，中矿资源(002738)报收于71.32元，上涨4.04%，换手率3.72%，成交量26.43 万手，成交额18.73亿元。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 当日关注点 来自交易信息汇总：12月23日主力资金净流入5219.39万元，显示主力对个股关注度较高。 来自公司公告汇总：中矿资源新增为广州期货交易所碳酸锂指定交割厂库，自2025年12月22日起 生效。 12月23日主力资金净流入5219.39万元；游资资金净流入1597.25万元；散户资金净流出6816. ...

中矿资源集团股份有限公司 公司本次申请广期所碳酸锂指定交割厂库有利于公司将现货市场、期货市场和交割 厂库三者有机结合，进一步增强公司抗风险能力和市场竞争力，对公司长期健康、可持 续发展产生积极作用。 特此公告。 中矿资源集团股份有限公司董事会 证券代码：002738 证券简称：中矿资源 公告编号：2025-056 号 中矿资源集团股份有限公司 关于申请广州期货交易所碳酸锂指定交割厂库的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 中矿资源集团股份有限公司（以下简称"公司"或"本公司"）于 2025 年 4 月 24 日召开第六届董事会第十五次会议，审议通过了《关于申请广州期货交易所碳酸锂指定 交割厂库的议案》，同意公司下属子公司向广州期货交易所（以下简称"广期所"）申请 碳酸锂指定交割厂库的资质，授权所涉子公司及相关人员向广期所提交申请材料，并办 理具体相关事宜。具体内容详见公司于 2025 年 4 月 25 日在《中国证券报》《证券时报》 和巨潮资讯网（http://www.cninfo.com.cn）上的公告（公告编号：2025-013 号）。 ...

中矿资源公告称，2025年公司第六届董事会第十五次会议，同意下属子公司申请广期所碳酸锂指定交割 厂库资质。12月22日，广期所决定新增公司为碳酸锂期货交割厂库，厂库位于江西新余，自公告日起生 效。此次申请成功，利于公司结合现货、期货市场与交割厂库，增强抗风险能力与市场竞争力。 ...

格隆汇12月23日丨中矿资源(002738.SZ)公布，2025年12月22日，广期所发布了《关于调整碳酸锂期货 指定交割库的公告》（广期所发〔2025〕431号），决定新增公司为碳酸锂期货交割厂库，厂库地址为 江西省新余市高新技术开发区阳光大道1998号，自广期所公告之日起生效。公司本次申请广期所碳酸锂 指定交割厂库有利于公司将现货市场、期货市场和交割厂库三者有机结合，进一步增强公司抗风险能力 和市场竞争力，对公司长期健康、可持续发展产生积极作用。 ...