锂矿概念火爆，汽车板块盘中拉升

Core Viewpoint - The lithium mining index saw significant gains, with multiple stocks such as Tianhua New Energy, Yongxing Materials, Dazhong Mining, Guocheng Mining, and Jinyuan Co. all rising over 5% in early trading on December 26. The price of lithium carbonate futures surpassed 130,000 yuan per ton, reaching a new high for the year, driven by supply constraints due to the cancellation of mining rights in Yichun and delays in lithium mine resumption by CATL. Despite potential short-term pullback pressures, the supply-demand dynamics are expected to support a medium-term upward price trend through 2026 [1]. Group 1 - The lithium carbonate futures price reached a record high of 130,000 yuan per ton on December 26 [1] - Stocks in the lithium sector, including Tianhua New Energy and Yongxing Materials, experienced gains exceeding 5% [1] - The supply constraints are attributed to the cancellation of mining rights in Yichun and delays in lithium mine resumption by CATL [1] Group 2 - The automotive sector showed notable increases, with companies like Great Wall Motors, Jinlong Motors, and Haima Motors also experiencing significant stock price rises [1] - BYD's stock price increased by over 6%, surpassing 100 yuan per share, reaching a peak of 101.45 yuan, marking a new high in over a month [1]