Group 1 - The energy metals sector increased by 1.84% on December 30, with Shengtu Mining leading the gains [1] - The Shanghai Composite Index closed at 3965.12, unchanged, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1] - Key stocks in the energy metals sector showed varied performance, with Jidian Mining up by 4.72% and Ganfeng Lithium down by 1.79% [2] Group 2 - The main capital flow in the energy metals sector showed a net outflow of 153 million yuan from institutional investors and 158 million yuan from speculative funds, while retail investors had a net inflow of 311 million yuan [2][3] - Specific stock capital flows indicated that Huayou Cobalt had a net inflow of 490 million yuan from main funds, while Shengtu Mining experienced a net outflow of 961.26 million yuan [3] - The overall trading volume and turnover for key stocks in the sector varied, with Yongxing Materials achieving a turnover of 266.68 million yuan and Tianqi Lithium at 3.159 billion yuan [1][2]

每经AI快讯，有投资者在投资者互动平台提问：贵公司是否采购上市公司合金投资镍基合金材料？ 武进不锈（603878.SH）12月29日在投资者互动平台表示，公司有多年的镍基合金管材供货业绩，永兴 材料、中航上大、太钢不锈等都是公司的原材料供应商，具体可参阅公司定期报告。 （记者 王晓波） ...

Market Analysis - The A-share market continues to rise, with the Shanghai Composite Index achieving an eight-day winning streak and total market turnover exceeding 2 trillion yuan, indicating increased market activity [3][4] - The Shanghai Composite Index closed at 3963.68 points, up 0.10%, while the Shenzhen Component Index rose 0.54% to 13603.89 points, marking a six-day winning streak [4] - The overall market turnover reached 2.18 trillion yuan, a significant increase of 12.2% from the previous trading day, reflecting heightened liquidity [4][6] Industry Trends - The market is led by the non-ferrous metals sector, with notable performances from companies like Jiangxi Copper and Zijin Mining, which reached historical highs [7] - The launch of the National Venture Capital Guidance Fund aims to attract social capital into key sectors such as integrated circuits, quantum technology, and aerospace, enhancing market enthusiasm for emerging industries [7] - The hard technology sector experienced a pullback, indicating a potential shift in market focus as funds rotate towards sectors with better growth prospects [9] Bond Market - The bond market saw a broad increase, with long-term contracts showing significant gains; the 30-year main contract rose by 0.36% to close at 112.96 yuan [12] - The People's Bank of China conducted a net injection of 368 billion yuan, maintaining a loose monetary environment despite a reduction in the scale of net injections compared to previous days [12] Commodity Market - The commodity index increased, with notable rebounds in aluminum and lithium carbonate prices, reflecting strong market demand and supply constraints [12][16] - The lithium carbonate futures price surpassed 130,520 yuan per ton, reaching a new high for the year, driven by low inventory levels and tight supply expectations [16] Trading Hotspots - Key investment themes include precious metals, commercial aerospace, nuclear fusion, AI applications, and consumer sectors, driven by favorable policies and market dynamics [13][15] - The commercial aerospace sector is gaining traction due to government support and the establishment of new companies, while AI applications are accelerating with advancements from major tech firms [13][15]

A股市场逾3400股飘绿，半导体板块回落，长光华芯跌逾10%；保险、银行板块疲弱；锂电产业链股爆 发，永兴材料（002756）、国城矿业（000688）涨停，融捷股份（002192）、比亚迪（002594）等涨超 5%；海南自贸概念再度活跃，海南发展（002163）、海汽集团（603069）等涨停，中国中免 （601888）涨超8%；商业航天概念热度不减，神剑股份（002361）（002361）斩获7连板，中国卫星 （600118）（600118）连续3日涨停；光伏产业链股拉升，钧达股份（002865）、福莱蒽特（605566） 等涨停；阳光电源（300274）涨近8%，全日成交205.2亿元，位居A股成交额首位。 今日（12月26日），A股三大股指集体走高，沪指8连阳，但小盘股整体疲弱，全A成交额重返2万亿元 上方。 具体来看，三大股指盘中探底回升，成交额有所放大。截至收盘，沪指涨0.1%报3963.68点，深证成指 涨0.54%，创业板指涨0.14%，上证50指数涨0.41%，沪深北三市合计成交21812亿元，较此前一日增加 2372亿元。 锂电产业链股爆发 光伏产业链股拉升 光伏产业链股盘中发力拉升，截 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002756 | 永兴材料 | 55.51 | 10.01% | 22.33万 | 12.17亿 | | 000408 | 藏格矿业 | 85.33 | 7.19% | 17.68万 | 14.76亿 | | 002192 | 融捷股份 | 55.46 | 5.28% | 27.20万 | 14.93 亿 | | 002466 | 天齐锂业 | 57.93 | 4.32% | 94.50万 | 54.67亿 | | 600711 | 暨中矿业 | 14.85 | 4.14% | 148.83万 | 21.92亿 | | 002460 | 赣锋锂业 | 68.57 | 3.69% | 78.62万 | 53.77 亿 | | 6633399 | 永杉锂业 | 11.07 | 3.07% | 28.21万 | 3.11亿 | | 002240 | 盛新锂能 | 35.21 | 2.65% | 83.33万 | 29.58亿 | | 301219 | 腾 ...

今日（ 12 月 26 日）， A 股三大股指集体走高，沪指 8 连阳，但小盘股整体疲弱，全 A 成交额重返 2 万亿元上方。 值得注意的是，今日碳酸锂期货盘中突破13万元/吨关口，创2023年11月以来新高。 近日有消息称，磷酸铁锂头部厂商计划于2026年1月集体调价。据上证报报道，受碳酸锂原 料价格上涨、下游需求向好、产品销售价格持续低于成本线等多重因素影响，相关企业确实 正在与下游客户就调价事宜展开谈判，但调价的实际落地情况仍有待观察。 此外，多家磷酸铁锂龙头宣布1月停产检修。如湖南裕能25日晚间公告，公司从年初至今产能 利用率超100%，为维护设备正常运行和安全稳定生产，保障公司产品质量，公司拟对部分生 产线进行检修，检修时间从2026年1月1日起，预计一个月。本次检修预计减少公司磷酸盐正 极材料产品产量1.5万吨—3.5万吨，预计不会对公司2026年经营业绩产生重大影响。 同日，万润新能公告，2025年四季度以来，公司磷酸铁锂产线已超负荷运转，为确保磷酸铁 锂生产线安全、稳定、高效运行，自2025年12月28日起，公司将对部分产线按照预定计划进 行减产检修，预计检修时间为期一个月。 德方纳米今日早间 ...

有券商表示，近日市场传出，"以旧换新政策"或将出台，上限1.3万元，超了市场1万元的预期；另外，碳 酸锂市场博弈加剧，市场传出，湖南裕能、万润新能停产检修。因为碳酸锂第三方长协价格严重脱离现 货价格，影响铁锂厂利益；今早，国家发改委发文称，对新能源汽车、锂电池、光伏等"新三样"产业， 关键在于规范秩序、创新引领。"十五五"时期，要综合整治"内卷式"竞争。 A股市场锂电池概念股全线飙升，截至收盘，海科新源、宏源药业20CM涨停，华盛锂电涨近12%，泰尔 股份、恒大高新、安纳达、丰元股份、海南矿业、永兴材料、天通股份、天际股份、永太科技、天奇股 份、江西铜业、深圳新星、佛塑科技10CM涨停。消息面上，碳酸锂期货今日盘中涨超8%，突破13万元 关口，已连续6个交易日飘红，创2023年11月以来新高。 | 序号 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | --- | | 1 | 301449 | C天朔 | 美 | 27.23 | 74.77亿 | 211.55 | | 2 | 301292 | 海科新源 | ...

Market Overview - The market experienced a high and then a pullback, with the three major indices showing slight increases, and the Shanghai Composite Index recording an 8-day winning streak [1] - The commercial aerospace sector continued to perform strongly, with companies like Shenjian Co. and China Satellite reaching their daily price limits [1] - The Hainan Free Trade Zone showed active trading, with stocks like Hainan Mining and Hainan Airlines hitting their daily limits [1] - The lithium battery sector saw a rebound, with stocks such as Fengyuan Co. and Yongxing Materials also reaching their daily limits [1] - The non-ferrous metals sector collectively strengthened, with Jiangxi Copper and Guocheng Mining hitting their daily limits [1] - In contrast, computing hardware stocks adjusted, with Changguang Huaxin dropping over 10% [1] - Overall, more than 3,400 stocks declined across the Shanghai, Shenzhen, and Beijing markets, with a total trading volume of 2.18 trillion yuan [1] Hot Topics Aerospace - The aerospace sector maintained its strong performance, with stocks like Zai Sheng Technology and Tongyu Communication hitting their daily limits, and China Satellite nearing historical highs [3] - The Shanghai Municipal Government announced measures to accelerate the development of the aerospace industry in the Yangtze River Delta [3] - Key drivers for the aerospace sector include advancements in reusable rockets, large-scale satellite manufacturing, and increased launch frequency, which are expected to significantly reduce launch costs and drive market expansion [4] Lithium Batteries - The lithium battery sector rebounded strongly, with stocks such as Tianji Co. and Shenzhen New Star reaching their daily limits [5] - Starting January 1, 2026, Tianqi Lithium's product pricing will be adjusted to reference the battery-grade lithium salt prices from Mysteel or the main carbon lithium futures contract prices [5] - Hunan Youneng announced planned maintenance for some production lines starting January 1, 2026, expected to last one month [5] - Wanrun New Energy also announced a planned reduction in production for some lithium iron phosphate production lines starting December 28 for one month [5] Hainan Free Trade Zone - The Hainan Free Trade Zone showed renewed performance, with stocks like Antong Holdings and Hainan Development hitting their daily limits [8] - The Hainan Free Trade Port officially launched its first week of full island closure, with policy benefits continuing to be released, leading to a significant increase in foreign trade registration enterprises [8] - During the first week of closure (December 18-24), Hainan added 1,972 foreign trade registration enterprises, a year-on-year increase of 230% [8] - Analysts believe that the closure will not only be a regional policy breakthrough but will also serve as a core driver for future consumption potential, benefiting related industries such as hotels, duty-free, and tourism [8]

沪深两市成交额2.16万亿，较上一个交易日放量2357亿。全市场超3400只个股下跌。 具体来看，海南自贸区反复活跃，海南矿业、海汽集团、海南发展等多股涨停。 | 代码 | 名称 | 涨幅+ | 现价 | | --- | --- | --- | --- | | 600759 | 洲际油气 | +10.11% | 3.05 | | 601969 | 海南矿业 | +10.02% | 11.97 | | 002163 | 海南发展 | +10.01% | 22.75 | | 002865 | 钧达股份 | +10.00% | 54.87 | | 603069 | 海汽集团 | +9.99% | 30.38 | | 000505 | 京粮控股 | +9.99% | 8.92 | | 300189 | 神农种业 | +7.32% | 8.06 | | 601118 | 海南橡胶 | +5.03% | 6.06 | | 002320 | 海峡股份 | +4.96% | 13.13 | | 600516 | 海南机场 | +4.92% | 5.54 | | 300086 | 康芝药业 | +4.15% | 13.31 | ...

Market Performance - The market experienced a slight increase with the Shanghai Composite Index rising by 0.1%, marking an 8-day consecutive gain [1] - The Shenzhen Component Index increased by 0.54%, while the ChiNext Index rose by 0.14% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.16 trillion yuan, an increase of 235.7 billion yuan compared to the previous trading day [1] Sector Highlights - The commercial aerospace sector saw a significant surge, with companies like Shenjian Co., Ltd. (002361) achieving a 7-day consecutive rise and China Satellite (600118) recording a 3-day consecutive increase [1] - The lithium battery supply chain strengthened, with Tianji Co., Ltd. (002759) achieving 3 gains in 4 days, and other companies like Fulu Technology (000973) and Fengyuan Co., Ltd. (002805) hitting the daily limit [1] - The Hainan Free Trade Zone concept remained active, with Hainan Development (002163) achieving 5 gains in 6 days [1] - The Fujian sector saw localized gains, with Xiamen International Trade (600755) achieving 3 consecutive gains [1] Declining Sectors - The paper, liquor, and computing hardware sectors experienced notable declines, with the computing hardware concept showing weakness, particularly Changguang Huaxin, which fell over 11% [1]