有色行业周报：电解铝价格大涨，碳酸锂价格反弹

Investment Rating - The report rates the non-ferrous metals industry as "Positive" [5] Core Insights - Electrolytic aluminum prices surged, while copper concentrate TC prices remained stable [1] - Lithium carbonate prices rebounded, with continuous inventory reduction [2] - Magnesium prices slightly declined, with weak demand recovery [3] - Gold prices fell and may face short-term pressure [4] Summary by Sections 1. Non-Ferrous Sector Overview - The overall market index increased by 5.51%, with the non-ferrous metals sector rising by 3.36%, underperforming the market by 2.15% [10] - Nickel, cobalt, tin, and other rare metals saw significant increases, with nickel-cobalt-tin rising by 8.36% [10] 2. Industry News and Announcements 2.1 Key Industry News - Significant copper mineralization was found at the Rogozna project in Serbia [15] - Ecuador is set to restart and upgrade its mining rights system for the first time in six years [15] - Codelco seeks environmental permits for a $650 million sustainable water project at the Andina mine [16] 2.2 Key Industry Announcements - Ganfeng Lithium provided guarantees for its subsidiaries, totaling up to 1.5 billion yuan [17] - Zijin Mining announced plans to acquire 100% of the La Arena gold mine in Peru for $245 million [19] 3. Non-Ferrous Metals Database - LME copper decreased by 1.11% to $9,433 per ton, while SHFE copper increased by 0.76% to 77,100 yuan per ton [22] - LME aluminum rose by 0.92% to $2,627 per ton, with SHFE aluminum increasing by 4.3% to 21,690 yuan per ton [22] - Battery-grade lithium carbonate prices increased by 2.03% to 75,400 yuan per ton [2]