两大巨头，历史新高

Group 1: Market Performance - The main contracts for copper, gold, silver, and platinum futures reached historical highs, with lithium carbonate futures surpassing 130,000 yuan/ton [1] - The non-ferrous metal sector showed strength, with leading stocks Zijin Mining and Luoyang Molybdenum both hitting historical highs, with market capitalizations of 886.8 billion yuan and 421.3 billion yuan respectively [1] - The Shanghai Composite Index fell by 0.19%, while the Shenzhen Component Index rose by 0.17%, and the ChiNext Index decreased by 0.15% [1] Group 2: Non-Ferrous Metals Sector - The non-ferrous metal sector, including precious and industrial metals, experienced an increase [2] - Key stocks in the industrial metal category, such as Jiangxi Copper and Guocheng Mining, saw significant gains, with Jiangxi Copper rising by 9.97% and Guocheng Mining by 10.01% [3] Group 3: Lithium Battery Industry - The lithium battery supply chain strengthened, leading to a rebound in the new energy sector, with stocks like Sungrow Power, Molybdenum, BYD, and Dufu all experiencing substantial increases [1][7] - The main contract for lithium carbonate futures continued to rise, driven by production cuts announced by major manufacturers, which are expected to reduce output without significantly impacting their financial performance [11] - The lithium battery supply chain is emerging from a clearing phase, with demand growth exceeding expectations and signs of supply tightness in certain segments [12]