1月30日，永兴材料跌5.04%，截至发稿，报50.90元/股，成交3.00亿元，换手率1.50%，总市值274.40亿 元。永兴材料股价已经连续4天下跌，区间累计跌幅4.51%。 资料显示，永兴特种材料科技股份有限公司位于浙江省湖州市霅水桥路618号，成立日期2000年7月19 日，上市日期2015年5月15日，公司主营业务涉及不锈钢及特殊合金材料等特种金属材料棒线材的研 发、生产和销售。主营业务收入构成为：棒材47.71%，线材24.66%，碳酸锂20.10%，其他7.53%。 广发睿选三年持有期混合（010594）成立日期2020年12月22日，最新规模4.66亿。今年以来收益 4.47%，同类排名5349/8872；近一年收益36.55%，同类排名3546/8126；成立以来亏损5.21%。 广发睿选三年持有期混合（010594）基金经理为刘彬。 截至发稿，刘彬累计任职时间6年341天，现任基金资产总规模56.97亿元，任职期间最佳基金回报 146.14%， 任职期间最差基金回报-0.21%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只 ...

证券之星消息，1月29日能源金属板块较上一交易日下跌1.24%，永杉锂业领跌。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。能源金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 6633209 | 永杉坪 / | 11.76 | -4.00% | 31.68万 | 3.75 Z | | 002240 | 盛新锂能 | 37.80 | -3.32% | 52.90万 | 20.12亿 | | 002466 | 天齐锂业 | 59.12 | -3.26% | 58.73万 | 35.00亿 | | 603799 | 华友钻业 | 78.60 | -2.67% | 70.27万 | 55.68亿 | | 301219 | 腾远钻业 | 77.33 | -2.35% | 14.07万 | 11.01亿 | | 600711 | 暨屯矿业 | 17.87 | -2.14% | 214.48万 | 38.60亿 | | 000762 ...

证券之星消息，1月28日能源金属板块较上一交易日上涨1.82%，博迁新材领涨。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。能源金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 605376 | 博迁新材 | 89.54 | 7.23% | 16.80万 | | 14.53亿 | | 300618 | 塞锐钻业 | 54.03 | 6.95% | 34.64万 | | 18.30亿 | | 301219 | 腾远钻业 | 79.19 | 4.68% | 16.62万 | | 12.97亿 | | 6633209 | 永杉锂业 | 12.25 | 4.61% | 31.84万 | | 3.82亿 | | 600711 | 盛电矿业 | 18.26 | 4.52% | 200.27万 | | 35.95 Z | | 603799 | 华友钻业 | 80.76 | 3.34% | 81.20万 | | 64.6 ...

1月27日，永兴材料大宗交易成交70万股，成交额3764.6万元，占当日总成交额的3.22%，成交价53.78 元，较市场收盘价55.16元折价2.5%。 | 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 买方营业部 (万元) | | 卖方营业部 | | 2026-01-27 | 002756 | 永兴材料 | 53.78 | 70.00 | 3,764.60 发证券股份有限 | | 广发证券股份有限 | | | | | | | 公司深圳壹方中心 | | 公司杭州金华南路 | | | | | | | 证券营业部 | 证券量不出 | | ...

Investment Rating - The report does not provide specific investment ratings for the industry sectors mentioned [2]. Core Insights - The overall industry strategy focuses on the simultaneous rise in energy storage volume and price, with ongoing themes in space and AI [3]. - The new energy vehicle supply chain is entering an upward cycle, benefiting companies like CATL and EVE Energy due to the electrification upgrade and optimization of energy storage patterns [3]. - By the end of December 2025, China's electric vehicle charging infrastructure is expected to reach 20.092 million units, a year-on-year increase of 49.7% [3]. - Global energy storage battery shipments are projected to reach 640 GWh in 2025, a year-on-year increase of 82.9%, with CATL maintaining a leading position [3][25]. - The solid-state battery sector is entering a critical phase of engineering and industrialization, with companies like Xiamen Tungsten and Peking University Technology benefiting [4]. Summary by Sections Energy Storage and New Energy - The energy storage trend continues to improve, with companies like Sungrow Power and Huaneng Power benefiting from a significant increase in domestic procurement, which exceeded 100 GWh for the first time [5]. - The average price of lithium battery storage systems has rebounded by 6.39% to 0.5226 yuan/Wh [5]. - AI expansion and global grid upgrades are driving demand for power equipment, benefiting companies like TBEA and Sanyuan Electric [5]. Lithium Carbonate and Battery Materials - The supply and demand for lithium carbonate are exceeding expectations, with companies like Salt Lake Potash and Hunan Youneng benefiting from favorable market conditions [4]. - The cost of phosphoric iron lithium cathode materials has increased, with processing fees rising by 318.7 yuan/ton compared to November averages [4][27]. AI and Robotics in New Energy - The integration of AI and humanoid robots in the new energy sector is gaining traction, with companies like Zhejiang Rongtai and Keda Li benefiting from advancements in robotics [7]. - Tesla's shift towards becoming a robotics company is expected to create new growth cycles, with significant implications for the automotive industry [7][26]. Market Trends and Projections - The report highlights that the global energy storage battery shipment is expected to reach 1,090 GWh in 2026, a year-on-year increase of 70% [25]. - The market for commercial energy storage products is evolving, with larger capacity batteries becoming mainstream and driving innovation in the sector [29].

证券之星消息，1月26日能源金属板块较上一交易日上涨0.63%，盛屯矿业领涨。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。能源金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600711 | 暨电矿业 | 18.18 | 5.09% | 208.84万 | 37.44亿 | | 300618 | 塞锐钻业 | 52.55 | 3.32% | 30.77万 | 16.11亿 | | 301219 | 腾远钻业 | 77.70 | 2.79% | 13.20万 | 10.18亿 | | 605376 | 博迁新材 | 78.80 | 2.27% | 13.81万 | 2666'01 | | 000408 | 藏格矿业 | 94.87 | 1.48% | 18.92万 | 18.02亿 | | 603799 | 华友钻业 | 79.59 | 1.20% | 82.81万 | 66.72亿 | | 000762 | 西藏矿 ...

1月26日，永兴材料大宗交易成交70万股，成交额3805.2万元，占当日总成交额的3.12%，成交价54.36 元，较市场收盘价55.75元折价2.49%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交舍额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2026-01-26 | 002756 | 永兴材料 | 54.36 | 28.00 | 1,522.08中信证券股份有限 | 广发证券股份有限 | | | | | | | 公司上海长宁区红 | 公司杭州金华南路 | | | | | | | 宝石路证券营业部 | 证券营业部 | | 2026-01-26 | 002756 | 永兴材料 | 54.36 | 42.00 | 2,283.12中信建投证券股份 | 广发证券股份有限 | | | | | | | 有限公司北京东城 | 公司杭州金华南路 | | | | | | | 分公司 | 证券量非部 | ...

Investment Rating - The industry rating is "Recommended" [3] Core Views - Short-term raw material supply tightness is expected to support nickel prices, with LME nickel spot price reaching $18,630 per ton, up 5.70% from January 16 [1] - The cobalt market is anticipated to see continued price increases due to structural supply tightness, with electrolytic cobalt priced at 438,000 yuan per ton, down 3.74% from January 16 [2][5] - Domestic antimony supply remains tight, providing price support, with antimony ingot prices at 160,500 yuan per ton [6] - Lithium carbonate prices are expected to continue rising, with a market average of 171,100 yuan per ton, up 8.36% from January 16 [8][19] - Supply uncertainties in the rare earth market are expected to support prices, with significant global supply concentration in China [10][20] - Tin prices are supported by overseas supply uncertainties, with LME tin prices at $54,200 per ton, up 9.66% from January 16 [11][21] - Tungsten market supply-demand imbalance is notable, with white tungsten concentrate prices at 535,500 yuan per ton, up 5.93% from January 16 [13][22] - Uranium supply tightness is expected to persist, with global uranium prices at $63.51 per pound [14][15] Summary by Sections Nickel and Cobalt Industry Update - Nickel prices are supported by supply constraints, with Indonesia's nickel mining production quota expected to be reduced to 250-260 million tons [1][16] - Cobalt supply is projected to tighten further, with Congo's export quotas confirmed to extend into 2026 [2][17] Antimony Industry Update - Antimony supply remains tight, with domestic prices expected to rise due to export restrictions and seasonal supply issues [6][18] Lithium Industry Update - Lithium carbonate prices are expected to remain strong due to demand support and supply uncertainties, particularly regarding the recovery of key lithium mines [8][19] Rare Earth Industry Update - The rare earth market is facing supply tightening due to export bans and geopolitical factors, with China maintaining a dominant position [10][20] Tin Industry Update - Tin prices are supported by uncertainties in overseas supply, particularly from Myanmar and Congo [11][21] Tungsten Industry Update - The tungsten market is experiencing a supply-demand imbalance, with prices expected to rise due to limited new supply [13][22] Uranium Industry Update - Uranium prices are supported by ongoing supply tightness and geopolitical factors affecting production [14][15]

Investment Rating - The investment rating for the non-ferrous metals industry is "Positive" (maintained) [4] Core Views - The report highlights that copper prices are experiencing high-level fluctuations amidst inventory accumulation, with short-term price adjustments expected to be limited due to the financial attributes of copper supported by rising gold prices. The supply-demand balance for copper may shift from tight equilibrium to shortage in the medium to long term, driven by insufficient capital expenditure in copper mines and frequent supply disruptions. The report suggests monitoring companies such as Zijin Mining, Luoyang Molybdenum, Jiangxi Copper, and others [5] - For aluminum, the report notes that both alumina and aluminum prices are under pressure due to high inventory levels. The short-term outlook for aluminum prices is expected to remain stable amidst high demand, particularly in the air conditioning and consumer goods sectors [5] - Lithium demand remains strong despite seasonal trends, with lithium carbonate prices entering an upward cycle driven by supply-demand reversal. The report recommends focusing on companies with high self-sufficiency in lithium resources [5] - Cobalt prices are expected to continue rising due to tight raw material supply, with the report suggesting companies like Huayou Cobalt and others for investment [5] Summary by Sections 1. Industry Overview - The report provides insights into macroeconomic indicators, including the U.S. core PCE price index and unemployment claims, which align with expectations [9] - Key announcements include Zijin Mining's completion of the second phase of the Jilong Copper Mine, significantly increasing its production capacity [10] 2. Market Performance - The non-ferrous metals sector outperformed the Shanghai Composite Index, with a weekly increase of 6.03% compared to the index's 0.84% rise [11] - The report lists the top-performing stocks in the sector, highlighting significant movements in various sub-sectors [11] 3. Valuation Changes - The report notes that the TTM PE for the non-ferrous metals sector is 33.82, with a change of 1.79, while the PB is 4.18, reflecting a significant premium over the broader market [20][23]

有色金属周报 20260125 避险情绪持续升温，金银引领商品价格大涨 glmszqdatemark 重点公司盈利预测、估值与评级 | 代码 | 简称 | 股价（元） | | EPS（元） | | | PE（X） | | 评级 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 2024A | 2025E | 2026E | 2024A | 2025E | 2026E | | | 601899.SH | 紫金矿业 | 37.56 | 1.21 | 2.00 | 2.71 | 31 | 19 | 14 | 推荐 | | 603993.SH | 洛阳钼业 | 22.76 | 0.63 | 0.88 | 1.29 | 36 | 26 | 18 | 推荐 | | 000807.SZ | 云铝股份 | 32.64 | 1.27 | 1.94 | 2.31 | 26 | 17 | 14 | 推荐 | | 603799.SH | 华友钴业 | 78.65 | 2.50 | 3.15 | 4.17 | 31 | 25 | 19 | 推 ...