逆市走强！能源金属板块全线飘红，赣锋锂业涨停

Core Viewpoint - The energy metals sector showed resilience amidst a broader market decline, with significant gains in cobalt and lithium prices driven by supply constraints and strong demand [1]. Group 1: Market Performance - On September 19, the market experienced a downturn with all three major indices closing lower, while the energy metals sector rose, with the energy metals index increasing by 3.23% [1]. - Key stocks in the energy metals sector, including Ganfeng Lithium, Tengyuan Cobalt, Tianqi Lithium, and Hanrui Cobalt, saw substantial gains, with Ganfeng Lithium hitting the daily limit and others rising over 3% [1]. Group 2: Cobalt Market Insights - Recent reports indicate that cobalt prices are on a strong upward trend, influenced by a decline in production from smelting companies and a temporary ban on cobalt exports from the Democratic Republic of Congo, which is expected to significantly reduce global cobalt supply [1]. - The anticipated tightening of cobalt supply is likely to disrupt the previously expected surplus situation by 2025, providing support for cobalt prices [1]. Group 3: Lithium Market Insights - The current period is characterized by a traditional demand peak, referred to as "golden September and silver October," leading to a robust purchasing demand from downstream material manufacturers [1]. - The demand growth for lithium is expected to outpace supply growth, providing a firm support for lithium prices during this peak demand season [1].