1月23日，A股市场锂矿股走强，其中，川能动力涨超7%，西藏珠峰、国城矿业涨超6%，大中矿业、怡 亚通涨超5%，赣锋锂业、永兴材料、奥联电子、金圆股份涨超4%，德方纳米、新迅达、江特电机、西 部矿业、华友钻业、融捷股份涨超3%。消息面上，碳酸锂主力合约一度涨超5%，报178000元/吨，创阶 段新高。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 000155 | 川能动力 | 本 | 7.72 | 258亿 | 19.83 | | 600338 | 西藏珠峰 | | 6.47 | 190亿 | 37.83 | | 000688 | 国城矿业 | 1 | 6.38 | 346亿 | 5.00 | | 001203 | 大中矿业 | | 5.37 | 487亿 | 3.62 | | 002183 | 怡亚通 | 1 | 5.36 | 153亿 | 23.95 | | 002460 | 赣锋锂业 | 1 | 4.54 | 1531亿 | 16.11 | | 002756 | 永兴材料 | 1 | 4.29 ...

格隆汇1月23日｜A股市场锂矿股走强，其中，川能动力涨超7%，西藏珠峰、国城矿业（维权）涨超 6%，大中矿业、怡亚通涨超5%，赣锋锂业、永兴材料、奥联电子（维权）、金圆股份（维权）涨超 4%，德方纳米、新迅达（维权）、江特电机、西部矿业、华友钻业、融捷股份涨超3%。消息面上，碳 酸锂主力合约一度涨超5%，报178000元/吨，创阶段新高。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 000155 | 川能动力 | | 7.72 | 258亿 | 19.83 | | 600338 | 西藏珠峰 | | 6.47 | 190亿 | 37.83 | | 000688 | 国城矿业 | 1 | 6.38 | 346亿 | 5.00 | | 001203 | 大中矿业 | | 5.37 | 487亿 | 3.62 | | 002183 | 怡亚通 | 4 | 5.36 | 153亿 | 23.95 | | 002460 | 赣锋锂业 | 1 | 4.54 | 1531亿 | 16.11 | | 002756 ...

天眼查显示，近日，天津市普瑞矿业有限公司成立，法定代表人为徐凤，注册资本30000万人民币，由 永兴特种材料科技股份有限公司全资持股。 企业名称天津市普瑞矿业有限公司法定代表人徐凤注册资本30000万人民币国标行业租赁和商务服务业 >商务服务业>综合管理服务地址天津自贸试验区(空港经济区)西三道158号5幢902-B(天津信至嘉商务秘 书有限公司托管第1497号)企业类型有限责任公司(法人独资)营业期限2026-1-22至无固定期限登记机关 中国（天津）自由贸易试验区市场监督管理局 序号股东名称持股比例1永兴特种材料科技股份有限公司100% 经营范围含金属矿石销售；贸易经纪；国内贸易代理；货物进出口；技术进出口；进出口代理；企业管 理咨询；信息咨询服务（不含许可类信息咨询服务）；矿山机械销售。（除依法须经批准的项目外，凭 营业执照依法自主开展经营活动） 来源：市场资讯 ...

Group 1 - The core viewpoint of the articles highlights the strong performance and upward trends in the rare metals market, driven by increasing demand and supply constraints [1][2][3] Group 2 - As of January 23, 2026, the CSI Rare Metals Theme Index (930632) rose by 1.28%, with key stocks like Western Materials hitting the daily limit up and others like Chuaneng Power and Zhuhai Group also showing significant gains [1] - The top ten weighted stocks in the CSI Rare Metals Theme Index accounted for 59.54% of the index, with companies such as Luoyang Molybdenum, Northern Rare Earth, and Ganfeng Lithium leading the list [1] - The rare metals ETF fund (561800) saw a 1.41% increase, with a maximum intraday rise exceeding 2%, and recorded a turnover rate of 6.48% with total transactions of 14.6183 million yuan [1] - The price of battery-grade lithium carbonate increased by 4,000 yuan to 152,500 yuan per ton on January 20, 2026, reflecting a more than 28% rebound from the year's low, driven by surging storage demand and supply constraints [2] - New energy storage technologies are expanding rapidly, with lithium battery shipments in China reaching 430 GWh in the first three quarters of 2025, a year-on-year increase of 99.07% [2] - The supply-demand dynamics for rare metals are undergoing significant changes, with tungsten concentrate prices rising by 4.3% week-on-week to 507,000 yuan per ton, and prices for praseodymium-neodymium oxide and dysprosium oxide also increasing [3] - The CS Rare Metals Index, tracked by the rare metals ETF fund, is one of the highest in energy metal content, particularly lithium and cobalt, and is expected to benefit from ongoing market trends [3]

人民财讯1月23日电，企查查APP显示，近日，天津市普瑞矿业有限公司成立，注册资本3亿元，经营范 围包含：金属矿石销售；贸易经纪；国内贸易代理；货物进出口等。企查查股权穿透显示，该公司由永 兴材料（002756）全资持股。 ...

从资金流向上来看，当日能源金属板块主力资金净流出8.46亿元，游资资金净流入1.07亿元，散户资金净 流入7.38亿元。能源金属板块个股资金流向见下表： 证券之星消息，1月22日能源金属板块较上一交易日下跌0.2%，永兴材料领跌。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。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 | 77.74 | 5.07% | 15.80万 | | 12.16亿 | | 002240 | 盛新锂能 | 39.13 | 4.82% | 102.51万 | | 39.77亿 | | 000408 | 藏格矿业 | 91.91 | 0.49% | 13.29万 | | 12.27亿 | | 6633209 | 永杉锂V | 11.55 | 0.35% | 19.27万 | | 2.23亿 | | 600711 | 盛屯矿业 | 16.96 | 0. ...

来源：@证券市场红周刊微博 文丨惠凯 编辑丨承承 碳酸锂价格持续走高，带动锂企业绩回暖、股价显著上涨，行业景气度提升，分析师普遍看好后市表现。 近期碳酸锂等锂产品价格大幅上涨，带动A股市场锂矿和加工龙头企业的股价上涨。虽然部分锂企2024年以来持续亏损，但在锂产品价格的持续上涨下， 相关企业基本面正在逐步回暖。此次锂产品价格大涨，让多家券商分析师在近期纷纷上调锂企利润预期和目标价。 碳酸锂价格创近两年新高 近期有色、小金属价格连续上涨，碳酸锂领涨。Wind数据显示，碳酸锂2602指数于2025年6月触底58480后震荡上行，截至2025年末，阶段涨幅达57.2%。 2026年开年，碳酸锂2602指数继续上涨，至1月13日报收165300，7个交易日内涨幅达38.4%，创2023年10月以来新高。 Wind显示，锂(中信)指数的7只成分股在2025年至2026年1月13日期间股价表现强劲，涨幅区间为52.8%-172%。其中，盛新锂能(002240.SZ)领涨，区间涨 幅达172%，其次是中矿资源(002738.SZ)、雅化集团(002497.SZ)，涨幅分别为155.3%和109%，赣锋锂业(002460.S ...

1月21日，永兴材料大宗交易成交70万股，成交额3670.8万元，占当日总成交额的2.54%，成交价52.44 元，较市场收盘价53.78元折价2.49%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2026-01-21 | 002756 | 永兴材料 | 52.44 | 35.00 | 1,835.4国联民生证券股份 | 广发证券股份有限 | | | | | | | 有限公司无锡盛岸 | 公司湖州高富路证 | | | | | | | 西路证券营业部 | 劳营业部 | | 2026-01-21 | 002756 | 永兴材料 | 52.44 | 35.00 | 1,835.40中信建投证券股份 | 广发证券股份有限 | | | | | | | 有限公司北京东城 | 公司湖州高富路证 | | | | | | | 分公司 | 勞营业部 | ...

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002240 | 盛新锂能 | 6.70 Z | 25.18% | -2.19 Z | -8.24% | -4.51 Z | -16.94% | | 002460 | 赣锋锂业 | 6.03亿 | 12.81% | -2.48 Z | -5.27% | -3.55 Z | -7.54% | | 002466 | 天齐锂业 | 4.85 Z | 12.52% | -2.01 Z | -5.19% | -2.84 Z- | -7.33% | | 603799 | 华友钻业 | 1.77 Z | 5.03% | 3069.47万 | 0.87% | -2.08 Z | -5.90% | | 000762 西藏矿业 | | 9728.32万 | 8.45% | -4174.73万 | -3.63% | -5553.58万 | -4.83% | | 002192 | 融捷股份 | ...

Core Viewpoint - The release of a significant policy in Shanghai has led to a strong rally in the non-ferrous metals sector, particularly the Huabao Non-Ferrous ETF (159876), which saw a price increase of over 2.1% during the day and is approaching its previous listing high [1][11]. Fund Performance - As of the latest update, the Huabao Non-Ferrous ETF (159876) has received a net subscription of 21.6 million units, accumulating a total of 635 million yuan over the past 10 days [1][11]. - The latest scale of the Huabao Non-Ferrous ETF reached 1.665 billion yuan, setting a new historical high, making it the largest ETF tracking the CSI Non-Ferrous Metals Index in the market [6][13]. Stock Performance - Key stocks in the sector, including Baiyin Nonferrous, Hunan Nonferrous, and Shengxin Lithium Energy, have hit the daily limit, with Baiyin Nonferrous rising by 10.01% and Hunan Nonferrous by 10% [3][14]. - Other notable performers include Guocheng Mining, which increased by over 8%, and Zhongkuang Resources, which rose by more than 7% [3][14]. Market Dynamics - The Shanghai government has issued a plan to enhance the competitiveness of non-ferrous metal commodities, aiming to improve resource allocation and global pricing influence [4][12]. - A favorable supply-demand balance, characterized by limited supply growth and improving demand, is expected to support the long-term strength of the non-ferrous sector [5][13]. Investment Outlook - The Huabao Non-Ferrous ETF covers a wide range of metals, including copper, aluminum, gold, rare earths, and lithium, allowing investors to capture various market cycles [8][16]. - Analysts suggest that geopolitical tensions may reshape global metal supply chains, potentially increasing the demand and value of strategic metals such as copper, tungsten, molybdenum, cobalt, and rare earth materials [5][13].