消息面上，行业龙头赣锋锂业预测，若2026年需求增速超过30%，碳酸锂市场短期内可能出现供需失 衡，价格或突破15万元/吨甚至冲击20万元/吨，提振市场信心。 今日（11月18日）揽尽有色金属行业龙头的有色龙头ETF（159876）随市回调，场内价格一度跌近 2%，现跌0.99%，回踩20日线。 技术分析人士指出，上升趋势中，回踩20日线，大概率是健康回调，或为低吸机会。20 日线反映了近 一个月投资者的平均持仓成本，回调到该位置，前期获利盘的抛压基本释放，而看好后续走势的资金会 认为这是"趋势未破"的安全买点，容易在此抄底形成支撑。若回踩时还伴随成交量萎缩，说明抛压已经 枯竭，是调整到位的强势信号。 值得关注的是，深交所数据显示，有色龙头ETF（159876）近2日连续吸金，合计金额1.8亿元，反映资 金大举进场布局，埋伏板块后市行情！ 成份股方面，盛新锂能盘中触板，现涨超8%，国城矿业涨超3%，中矿资源涨逾2%，涨幅居前。另一方 面，立中集团跌超10%，云铝股份、白银有色等个股跌逾3%，跌幅居前，拖累指数表现。 | | me 四大驱动!推升有色金属价格中枢! | | --- | --- | | | 1美联 ...

Group 1 - Lithium stocks in the A-share market continue to rise, with notable gains in companies such as Jinyuan Co. (000546) and Shengxin Lithium Energy, which both hit the daily limit, while Daway Co. increased by nearly 9% [1] - The main contract for lithium carbonate futures rose over 4%, currently priced at 96,560 yuan per ton [1] Group 2 - Jinyuan Co. (000546) saw a price increase of 10.03%, with a total market capitalization of 5.374 billion yuan and a year-to-date increase of 40.16% [2] - Shengxin Lithium Energy (002240) experienced a 9.99% rise, with a market cap of 36.2 billion yuan and a year-to-date increase of 186.79% [2] - Daway Co. (002213) increased by 8.97%, with a market cap of 7.123 billion yuan and a year-to-date increase of 121.38% [2] - Guocheng Mining (000688) rose by 6.49%, with a market cap of 33.2 billion yuan and a year-to-date increase of 148.44% [2] - Dazhong Mining (001203) increased by 5.47%, with a market cap of 49.1 billion yuan and a year-to-date increase of 284.04% [2] - Yahua Group (002497) saw a 4.68% increase, with a market cap of 30.1 billion yuan and a year-to-date increase of 124.29% [2] - Zhongkuang Resources (002738) rose by 4.52%, with a market cap of 52.1 billion yuan and a year-to-date increase of 106.37% [2]

11月17日，碳酸锂期货主力合约涨停，收盘报95200元/吨，创2024年7月以来新高。赣锋锂业董事长李 良彬近日在某峰会上演讲时预测，碳酸锂价格可能会突破15万元/吨甚至20万元/吨，短期内行业博弈情 绪加剧，部分上市公司股价也跟着飙涨。 当天，受益于碳酸锂价格持续走高，A股能源金属、电池等板块涨势明显，锂矿概念全线大涨，盛新锂 能、融捷股份、大中矿业、中矿资源、雅化集团等强势涨停，天齐锂业、赣锋锂业、永兴材料等纷纷涨 超7%。 11月16日，赣锋锂业董事长李良彬表示，2025年，全球碳酸锂需求约为145万吨，但由于下半年需求增 长，预计全年需求数据更新到155万吨，供应能力约为170多万吨，有20万吨左右的过剩，所以价格比较 低迷。他预测，2026年碳酸锂需求会增长30%，需求达到190万吨，同时供应能力经过评估后会增长25 万吨左右，供需基本平衡，碳酸锂价格有探涨空间。如果明年需求增速超过30%，甚至达到40%，短期 内供应无法平衡，价格可能会突破15万元/吨甚至20万元/吨。 由此可见，12月底之前，供应紧张的确对碳酸锂价格上涨给予了支撑。 中长期价格看需求增速 短期内价格冲高有支撑 上海钢联新能源事 ...

(本文来自第一财经) 天华新能涨超17%，雅化集团涨停，此前大中矿业、融捷股份、盛新锂能、金圆股份（维权）涨停，中 矿资源、天齐锂业、西藏城投涨超8%。 ...

中新社北京11月17日电 (记者 陈康亮)中国A股能源金属板块17日(周一)涨幅居前，表现亮眼。 就当天A股主要指数的表现而言，截至收盘，上证指数报3972点，跌幅为0.46%；深证成指报13202点， 跌幅为0.11%；创业板指报3105点，跌0.2%。沪深两市成交总额约19108亿元人民币，较上一个交易日 缩量约473亿元人民币。(完)【编辑:刘阳禾】 消息面上，近期很多带"锂"的电池原材料价格都快速上扬，比如六氟磷酸锂、碳酸锂等产品。其中，在 期货市场上，碳酸锂主力合约连续价格近期也大幅拉升。截至17日收盘，碳酸锂主连价格当天大涨 9%；自9月11日以来，碳酸锂主连价格基本呈单边上涨走势，至今已累计涨逾35%。 中邮证券分析师李帅华表示，近期，碳酸锂期货价格的走强主要是由于新能源汽车和储能市场需求好于 预期。预计11月下游需求将延续景气状态，碳酸锂价格有望继续上涨，利好相关上市公司。 根据金融数据服务商东方财富的统计，以锂为代表的能源金属板块当天录得6.67%的涨幅，领涨A股所 有板块。个股方面，天华新能、融捷股份、盛新锂能、中矿资源股价收获涨停板；其中，天华新能股价 涨幅达20%。 ...

Group 1 - The total trading volume of Shanghai and Shenzhen Stock Connect today reached 2130.01 billion, with Industrial Fulian and CATL leading in trading volume for Shanghai and Shenzhen respectively [1][3] - The computer sector saw the highest net inflow of funds, indicating strong investor interest [6][8] Group 2 - The top ten stocks by trading volume in Shanghai included Industrial Fulian, Zhaoyi Innovation, and Kweichow Moutai, with trading amounts of 21.09 billion, 12.80 billion, and 12.53 billion respectively [4] - In Shenzhen, the top stocks were CATL, Zhongji Xuchuang, and Sunshine Power, with trading amounts of 50.01 billion, 31.06 billion, and 28.09 billion respectively [5] Group 3 - The Nikkei 225 ETF saw a significant trading volume increase of 338% compared to the previous trading day [15] - The top ten ETFs by trading volume included the Gold ETF and Hong Kong Securities ETF, with trading amounts of 72.38 billion and 65.85 billion respectively [14] Group 4 - The net inflow of funds in the computer sector was 68.91 billion, representing a net inflow rate of 4.87% [7] - The pharmaceutical sector experienced the largest net outflow of funds, totaling -99.06 billion, with a net outflow rate of -7.87% [8][9] Group 5 - Among individual stocks, 360 had the highest net inflow of funds at 14.37 billion, while CATL had the largest net outflow at -17.93 billion [10][11] - The trading activity of institutions showed significant selling in lithium battery stocks, with Yongtai Technology and Zhongkuang Resources facing substantial sell-offs [18][19]

Market Overview - On November 17, the A-share major indices collectively declined, with the total market turnover at 1.93 trillion yuan, a decrease of 50.1 billion yuan compared to the previous trading day [1] - Market hotspots focused on lithium mining, military industry, and shipbuilding sectors, while the Fujian sector remained active, with weight-loss drugs, innovative drugs, and CROs leading the decline [1] Stock Performance - A total of 85 stocks hit the daily limit up, with 25 stocks achieving consecutive limit-ups, and 25 stocks failed to close at the limit, resulting in a limit-up rate of 77% (excluding ST and delisted stocks) [3] - Notable stocks included Pingtan Development with 14 consecutive limit-ups over 22 days, and Sanmu Group with 8 limit-ups over 11 days [3] Key Stocks and Their Metrics - Sanmu Group: Price at 8.75 yuan, up 10.06%, with a turnover rate of 45.14% and a transaction volume of 1.789 billion yuan [4] - Renmin Tongtai: Price at 16.64 yuan, up 49.98%, with a turnover rate of 13.24% and a transaction volume of 1.276 billion yuan [4] - Antai Group: Price at 6.89 yuan, up 10.06%, with a turnover rate of 41.06% and a transaction volume of 2.701 billion yuan [4] Institutional Trading - The top three net buying stocks on the Longhu list were Huasheng Tiancai, Tengjing Technology, and Xue Ren Group, with net purchases of 433 million yuan, 250 million yuan, and 248 million yuan respectively [5] - The top three net selling stocks were Shida Shenghua, Fulongma, and Zhongkuang Resources, with net sales of 375 million yuan, 136 million yuan, and 118 million yuan respectively [9] Sector Highlights - Lithium sector: The price of lithium hexafluorophosphate has surged over 200% in four months, reaching 150,000 yuan per ton, driven by increased storage demand and tight supply [21] - Snowman Group: Reported a revenue of 960 million yuan and a net profit of 26.89 million yuan for the first half of 2025, reflecting a year-on-year growth of 19.56% and 18.50% respectively [17] Company Developments - Huasheng Tiancai: The company is advancing its "AI + computing power" strategy and reported a revenue of 3.172 billion yuan for the first three quarters of 2025, a year-on-year increase of 6.54% [11] - Tengjing Technology: The company specializes in precision optical components and has secured significant orders, with expectations for continued high growth in revenue from high-end optical modules [14][15]

Summary of Key Points Core Viewpoint - On November 17, a total of 39 stocks were identified with institutional activity, with 14 stocks showing net buying and 25 stocks showing net selling by institutions [1] Group 1: Institutional Buying - The top three stocks with the highest net buying by institutions were: - Shikong Technology with a net buying amount of 365 million yuan - Hualian Holdings with a net buying amount of 79.53 million yuan - Zhongyi Technology with a net buying amount of 70.68 million yuan [1] Group 2: Institutional Selling - The top three stocks with the highest net selling by institutions were: - Zhongkuang Resources with a net outflow of 262 million yuan - Shida Shenghua with a net outflow of 247 million yuan - Yongtai Technology with a net outflow of 142 million yuan [1]

沪深股通今日合计成交2130.01亿，其中工业富联和宁德时代分居沪股通和深股通个股成交额首位。板块主力资金方 面，计算机板块主力资金净流入居首。ETF成交方面，日经225ETF（513880）成交额环比增长338%。期指持仓方 面，IF合约多头加仓数量大于空头。龙虎榜方面，中矿资源遭三家机构卖出3.68亿，同时获一家机构买入1.06亿， 一家量化席位（开源证券西安西大街）买入8110万。永太科技遭三家机构卖出1.42亿。盛新锂能遭两家机构卖出 8016万，同时获一家机构买入3148万，一家实力游资席位（国泰海通证券上海新闸路）买入7975万。雅化集团获四 家机构买入1.86亿，四家机构卖出1.44亿。 一、沪深股通前十大成交 今日沪股通总成交金额为1004.13亿，深股通总成交金额为1125.87亿。 | | | 沖股通( 11月17日 | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 601138 | 工业富联 | 21.09 | | 2 | 603986 | 兆易创新 | 12.80 | | 3 | 600519 | 贵 ...

资金流向方面，今日该股主力资金净流入2962.43万元，其中，特大单净流入9479.12万元，大单资金净 流出6516.69万元。近5日主力资金净流入262.52万元。 融资融券数据显示，该股最新（11月14日）两融余额为18.43亿元，其中，融资余额为18.22亿元，融券 余额为2076.16万元。近5日融资余额合计增加1.06亿元，增幅为6.16%，融券余额合计增加1070.69万 元，增幅106.49%。（数据宝） 中矿资源11月17日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 深股通专用 | 23105.07 | 19317.28 | | 买二 | 机构专用 | 10585.12 | 0.00 | | 买三 | 开源证券股份有限公司西安西大街证券营业部 | 8117.53 | 6.88 | | 买四 | 长江证券股份有限公司安徽分公司 | 4816.13 | 0.00 | | 买五 | 华创证券有限责任公司北京西直门证券营业部 | 4520.32 | 0.00 | | 卖一 | 机构专用 ...