突破15万元，锂电池核心材料价格大涨，杠杆资金加仓这些股

Group 1: Market Overview - The lithium carbonate price has surged, with the main contract closing at 156,060 CNY/ton, marking a 113.37% increase over the past four months [3] - The A-share market saw a record trading volume of 36,449.71 billion CNY on January 12, 2024, with the Shanghai Composite Index rising by 1.09% to 4,165.29 points [1][2] - The media industry index experienced a significant increase of 7.8%, the highest daily gain since October 9, 2024 [2] Group 2: Lithium Carbonate Supply and Demand - The recent surge in lithium carbonate prices is attributed to tightening supply and explosive terminal demand, influenced by new regulations on mining projects [5][6] - The demand for lithium carbonate is expected to grow significantly due to the booming electric vehicle market, with wholesale sales of new energy passenger vehicles projected to reach 15.319 million units in 2025, a 25.2% year-on-year increase [6] - The new energy storage market is anticipated to become a new growth driver for lithium carbonate demand, with a projected increase in global electrochemical storage demand by 60% in 2026 [7] Group 3: Company Performance and Stock Movements - Ganfeng Lithium has seen an 8.67% increase since December 2025, with the company optimistic about the future demand growth driven by electrification and energy storage markets [11] - Salt Lake Co. has forecasted a net profit of 8.29 to 8.89 billion CNY for 2025, representing a year-on-year growth of 77.78% to 90.65%, supported by rising prices of potassium chloride products [11] - Lithium mining concept stocks received significant inflows, with net purchases exceeding 4.583 billion CNY, indicating strong investor interest [8]