锂矿板块再度走强，关注矿业ETF（561330）

Group 1 - The lithium mining sector has strengthened again, with lithium carbonate futures rising by 5% to exceed 100,000 yuan/ton for the first time since June 2024 [1] - Strong downstream demand in domestic energy storage and accelerated inventory depletion of lithium carbonate indicate a tight short-term supply [1] - Market sentiment is highly optimistic, driven by various catalysts including adjustments in battery shipments and positive statements from upstream lithium company executives [1] Group 2 - Short-term price volatility for lithium carbonate is expected, but a steady long-term growth trend is highly certain [1] - The continuous upward adjustment of energy storage demand expectations is likely to benefit lithium mining equities [1] - Emerging demands in sectors like AI and electricity, along with ongoing supply disruptions, suggest a promising outlook for base metals such as copper and aluminum [1]