本文字数：554，阅读时长大约1分钟 作者 | 一财阿驴 3月27日，四大指数集体收涨。沪指涨0.63%，深成指涨1.13%，创业板指涨0.71%，科创综指涨 1.54%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 00001 上证指数 | | 3913.72 c 24.64 0.63% | | | | 399001 深证成指 | | 13760.37 c 153.93 1.13% | | | | 881001 万得全A | | 6424.85 c 66.58 1.05% | | | | 000680 科创综指 | | 1662.72 c 25.15 1.54% | | | | 399006 创业板指 | | 3295.88 c 23.39 0.71% | | | 盘面上，锂电池板块爆发，能源金属、化学制药、创新药板块涨幅居前，电力、保险、银行板块走 低。 具体来看，能源金属板块走高，永杉锂业、盛新锂能、融捷股份、永兴材料、赣锋锂业涨停。 | 代码 | 名称 | 涨幅 | 现价 | | --- | --- | --- | --- ...

编辑 ｜ 钉钉 | 名称 | 现价 | 涨跌幅, | | --- | --- | --- | | 天华新能 | 62.32 | 10.01% | | 江特电机 | 10.29 | 10.05% | | 盛新锂能 | 42.23 | 10.00% | | 融捷股份 | 78.00 | 10.00% | | 永兴材料 | 81.21 | 10.00% | | 金圆股份 | 6.61 | 9.98% | | 西藏城投 | 19.69 | 7.95% | | 大中矿业 | 43.98 | 7.79% | | 国城矿业 | 42.48 | 7.60% | | 永杉锂业 | 11.44 | 7.42% | | 中矿资源 | 73.00 | 7.01% | | 赣锋锂业 | 77.35 | 6.79% | 3月27日，锂矿概念股盘中拉升，天华新能、江特电机、盛新锂能、 融捷股份、 永兴材料、金圆股份等多股涨停，西藏城 投、大中矿业、国城矿业等涨超7%。 ...

锂矿板块供给再梳理！把握住确定性！20260324 Q&A 津巴布韦锂矿供应的最新动态如何，特别是关于近期市场传闻的停产风险，这 对 2026 年的锂供应量有何具体影响？ 津巴布韦的锂矿公司与当地政府的谈判进展不佳。自 2026 年 1 月底、2 月初 禁止锂精矿出口以来，虽然矿山仍在正常生产，但库存已逐渐堆积至难以储存 的水平。为向政府施压，当地几家主要锂矿公司计划集体停产。停产的具体持 续时间尚无法预测，取决于政府何时放开出口。 目前，津巴布韦的主要中资项 目及其 2026 年产量指引分别为：中矿资源 6 万吨、盛新锂能 3 万吨、雅化集 团 4 万吨、华友钴业 8 万吨。华友钴业的硫酸锂项目将在下半年重点释放，上 半年产量维持在与 2025 年约 5 万吨年产量相当的水平。若津巴布韦锂矿集体 停产，预计每月将影响约 1.5 万吨碳酸锂当量的供应。这部分减量在年内难以 追回，若停产持续一至两个月，将对 2026 年全球锂供应平衡表造成 3 万至 5 万吨的直接影响。 非洲其他主要锂资源国，如尼日利亚和马里，其 2026 年的锂供应前景如何， 与先前的市场预期相比有何变化？ 尼日利亚的锂矿项目缺乏透明度，难 ...

证券代码：002756 证券简称：永兴材料 公告编号：2026-008 号 一、股票交易异常波动的情况介绍 永兴特种材料科技股份有限公司（以下简称"公司"）股票（证券简称：永兴材 料，证券代码：002756）连续三个交易日内（2026 年 3 月 20 日、2026 年 3 月 23 日、 2026 年 3 月 24 日）收盘价格涨幅偏离值累计超过了 20%，根据深圳证券交易所的有 关规定，属于股票交易异常波动的情况。 二、公司关注并核实情况 针对公司股票交易异常波动，公司对有关事项进行了核查，并以书面函询方式向 公司控股股东、实际控制人就有关事项进行了核实，现将核查情况说明如下： 1、经核查，公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生较大 影响的未公开重大信息。 永兴特种材料科技股份有限公司 股票交易异常波动公告 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。 3、近期公司经营情况正常，内外部经营环境未发生重大变化。 4、公司、控股股东和实际控制人不存在关于本公司的应披露而未披露的重大事 ...

证券研究报告|行业研究周报 ►印尼 RKAB 审批进度不及预期，供应不确定性对镍矿 价格或有支撑 截止到 3 月 20 日，LME 镍现货结算价报收 16770 美元/ 吨，较 3 月 13 日下跌 3.29%，LME 镍总库存为 283512 吨， 较 3 月 13 日减少 0.40%；沪镍报收 13.33 万元/吨，较 3 月 13 日价格下跌 2.73%，沪镍库存为 63661 吨，较 3 月 13 日增加 0.02%；截止到 3 月 20 日，硫酸镍报收 3.36 万元/吨，较 3 月 13 日价格上涨 2.13%。根据 SMM，目前，ESDM 截至 3 月中 旬已批准镍矿配额约 1 亿吨的 RKAB 配额，剩余的 1.6 亿至 1.7 亿吨预计将在 3 月底前完成审批。然而，受 3 月 18 日至 24 日开斋节假期影响，审批进度或将出现滞后，导致短期内 供应紧张局面难以缓解。此外，根据金十数据 3 月 9 日消息， 在上月一处工厂废弃物区域发生致命山体滑坡后，印尼四家镍 厂已暂时停产。据知情人士透露，位于印尼苏拉威西岛莫罗瓦 利工业园(印尼大型镍生产中心)运营的四座高压酸浸(HPAL)工 厂已停产 ...

Investment Rating - The report maintains a "Buy" rating for several companies in the non-ferrous metals sector, including Zijin Mining, China Gold International, and Shandong Gold [4]. Core Insights - The report highlights ongoing inflationary pressures due to geopolitical tensions, particularly the US-Iran conflict, which has led to a significant drop in gold prices, marking the largest weekly decline in 43 years. However, the long-term outlook for gold remains positive due to central bank purchases and weakening US dollar credit [2]. - The report emphasizes the dichotomy in the gold market between short-term panic and mid-term opportunities, suggesting that the demand for safe-haven assets will likely support gold prices in the future [2]. - Industrial demand for silver may continue to be impacted by the trend of cheap metalization in photovoltaic materials, which could lead to increased costs for silver paste and a potential upward shift in the gold-silver ratio [2]. Summary by Sections 1. Industry and Company Performance - The report notes a significant decline in the SW Non-ferrous Index, which fell by 12.29% during the week, alongside a 10.57% drop in COMEX gold and a 15.92% drop in COMEX silver [10]. - Industrial metal prices for aluminum, copper, zinc, lead, nickel, and tin experienced declines of -7.18%, -7.07%, -7.21%, -0.74%, -2.51%, and -11.27% respectively [10]. 2. Base Metals 2.1 Price and Stock Correlation Review - The report provides a detailed analysis of price movements and stock correlations for various base metals, indicating a complex interplay of macroeconomic factors affecting valuations [20]. 2.2 Industrial Metals - Aluminum prices are under pressure due to geopolitical tensions and a strong US dollar, with domestic demand showing signs of recovery as downstream processing rates increase [27]. - Copper prices are experiencing downward pressure from reduced interest rate expectations and geopolitical risks, but there is a notable increase in downstream purchasing activity as prices decline [46]. - Zinc prices are fluctuating due to geopolitical uncertainties and inventory levels, with domestic consumption gradually improving [58]. 3. Precious Metals and Minor Metals 3.1 Precious Metals - The report indicates that gold prices are facing downward pressure due to liquidity risks and inflation expectations, but the long-term outlook remains bullish due to central bank buying [2]. - Silver prices are also under pressure, with industrial demand potentially affected by changes in photovoltaic material production [2]. 3.2 Energy Metals - Lithium prices are expected to remain stable in the short term, while cobalt supply may tighten due to export controls in the Democratic Republic of Congo [10]. - Nickel prices are supported by supply uncertainties in Indonesia, but demand remains cautious due to high prices [10]. 4. Rare Earths - The report does not provide specific insights on rare earths in this section, focusing instead on the broader trends in the non-ferrous metals market [12].

本文字数：885，阅读时长大约1分钟 作者 | 一财阿驴 3月19日，A股三大指数集体收跌。沪指跌1.39%，深成指跌2.02%，创业板指跌1.11%，科创综指跌2.3%。 Wind显示，全市场近5000股下跌。 2026.03. 19 | 代码 名称 | 现价 涨跌 涨跌幅 | | --- | --- | | 000001 上证指数 | 4006.55 c -56.43 - -1.39% | | 399001 深证成指 | 13901.57 c -286.23 -2.02% | | 881001 万得全A | 6552.56 c -142.06 -2.12% | | 000680 科创综指 | 1689.34 c -39.78 -2.30% | | 399006 创业板指 | 3309.10 c -37.26 - -1.11% | 能源金属板块调整，威领股份跌停，永兴材料跌超8%，华友钴业、盛新锂能、融捷股份跌超6%。 沪深两市成交额2.11万亿元，较上一个交易日放量650亿元。 【资金流向】 主力资金全天净流入公用事业、计算机、通信等板块，净流出电子、基础化工、国防军工等板块。 具体到个股来看，九安医疗、 ...

Group 1 - Precious metals prices, including gold and silver, experienced a significant decline, leading to a collective drop in the A-share market's non-ferrous metal stocks [1] - By midday, several companies saw substantial losses, with 隆达股份 down over 9%, 威领股份, 山金国际, and 永兴材料 each falling more than 7% [1] - Other notable declines included 国城矿业, 众源新材, and 金瑞矿业, which dropped over 6%, while 中金黄金 and 盛达资源 fell more than 5% [1] Group 2 - 隆达股份 reported a decline of 9.46%, with a total market capitalization of 76.35 billion and a year-to-date increase of 18.96% [2] - 威领股份 decreased by 7.38%, with a market cap of 76.22 billion and a year-to-date increase of 123.45% [2] - 山金国际 saw a drop of 7.24%, with a market cap of 811 billion and a year-to-date increase of 20.10% [2] - 永兴材料 fell by 7.13%, with a market cap of 318 billion and a year-to-date increase of 8.68% [2] - 驰宏锌锗 decreased by 7.06%, with a market cap of 418 billion and a year-to-date increase of 13.41% [2] - 国城矿业 dropped by 6.77%, with a market cap of 361 billion and a year-to-date increase of 9.53% [2] - 众源新材 fell by 6.70%, with a market cap of 37.50 billion and a year-to-date increase of 6.67% [2] - 洛阳钼业 decreased by 6.29%, with a market cap of 389.2 billion and a year-to-date decrease of 9.05% [2] - 宏桥控股 dropped by 6.24%, with a market cap of 373.9 billion and a year-to-date increase of 19.94% [2] - 宝武镁业 saw a decline of 6.17%, with a market cap of 168 billion and a year-to-date increase of 10.39% [2] - 兴业银锡 decreased by 6.14%, with a market cap of 735 billion and a year-to-date increase of 16.32% [2] - 华锡有色 fell by 6.03%, with a market cap of 327 billion and a year-to-date increase of 34.96% [2] - 中金黄金 decreased by 5.94%, with a market cap of 1320 billion and a year-to-date increase of 16.61% [2] - 盛达资源 saw a decline of 5.86%, with a market cap of 280 billion and a year-to-date increase of 30.85% [2]

Group 1 - The overnight prices of gold and silver experienced a significant decline, leading to a collective drop in the A-share market for non-ferrous metal stocks [1] - By midday closing, several companies saw substantial declines, with Longda Co., Ltd. falling over 9%, and others like Weiling Co., Ltd., Shanjin International, and Yongxing Materials dropping more than 7% [1] - Other companies such as Guocheng Mining, Zhongyuan New Materials, and Jincheng Mining also faced declines exceeding 6%, indicating a widespread downturn in the sector [1] Group 2 - Longda Co., Ltd. reported a drop of 9.46%, with a total market value of 7.635 billion [2] - Weiling Co., Ltd. decreased by 7.38%, maintaining a market value of 7.622 billion, while its year-to-date increase stands at 123.45% [2] - Shanjin International saw a decline of 7.24%, with a market capitalization of 81.1 billion and a year-to-date increase of 20.10% [2]

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]