2025年12月29日，武进不锈（603878.SH）在投资者互动平台上表示，公司有多年的镍基合金管材供货 业绩，永兴材料、中航上大、太钢不锈等都是公司的原材料供应商，具体可参阅公司定期报告。（来 源：每日经济新闻） ...

证券之星消息，12月31日能源金属板块较上一交易日下跌0.22%，博迁新材领跌。当日上证指数报收于 3968.84，上涨0.09%。深证成指报收于13525.02，下跌0.58%。能源金属板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300618 | 寒锐钻业 | 2431.61万 | 5.92% | -608.41万 | -1.48% | -1823.20万 | -4.44% | | 002240 | 盛新锂能 | 1110.94万 | 0.41% | -2500.02万 | -0.92% | 1389.09万 | 0.51% | | 6633209 | 永杉锂V | -1158.35万 | -9.43% | 241.80万 | 1.97% | 916.55万 | 7.46% | | 605376 博迁新材 | | -2465.58万 | -9.91% | -1237.07万 | -4.97 ...

| 第一部分 | 前言概要 | 2 | | --- | --- | --- | | 【行情回顾】 | | 2 | | 【市场展望】 | | 2 | | 第二部分 | 市场回顾 | 3 | | 第三部分 | 动力增速放缓，储能不负众望 | 3 | | 一、新能源汽车市场增速放缓 | | 4 | | 二、储能经济性带动爆发式增长 | | 7 | | 三、企业思路切换至"保供"模式，可能收紧流通货源 | | 9 | | 第四部分 | 供应弹性仍需时间释放 | 11 | | 一、矿山新投产、爬产和复产增加供应弹性 | | 11 | | 二、冶炼产能仍有扩张，自有矿比例提高 | | 12 | | 第五部分 | 后市展望及策略推荐 | 14 | | 免责声明 | | 15 | 有色板块研发报告 碳酸锂年报 2025 年 12 月 31 日 锂价中枢上移，或有阶段错配 第一部分 前言概要 【行情回顾】 2025 年锂价走势可以年中为界，分为清晰的两半。上半年延续过剩的 一致预期，价格跌至锂辉石的现金成本附近，据称已有海外矿山计划减产， 但还未及做出减产决策，下半年行情就已经启动。三季度动储双轮驱动，叠 加新矿产资源法对采矿 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：鑫椤锂电、封面：图虫创意 行情变化： 12月31日，ICC电池级碳酸锂（99.5%）现货结算指导价格为 120000 元 /吨 ，较上一工作日 下跌 1000 元 ；电池级氢氧化锂（ 56.5%粗颗粒）结算指导价格为 96000 元 /吨 ，较上一工作日持平。 近期下游材料厂集中检修，补库意愿不强，商家也多以观望为主，市场整体成交平淡。 期货方面， 12月31日，碳酸锂期货高开低走，尾盘疯狂拉升，碳酸锂主力合约收于 121580 元 /吨 ，较上一交易日 上涨 1040 元 /吨 ，持仓量小幅下降。 ICC锂电结算指导价： | 品名 | 12月30日 | 12月31日 | 环比上涨 | 上月均价 | | --- | --- | --- | --- | --- | | 锂精矿 | 1590 | 1590 | 0 | 997. 5 | | (6.0%) | | | | | | 电池级碳酸锂 | 12. 1 | 12 | -0.1 | 8. 58 | | (99.5%/辉石) | | | | | | 氢氧化锂 (5 ...

Core Viewpoint - Yongxing Materials (002756) focuses on high-quality stainless steel bar and wire materials, as well as special alloy materials, which are essential for various industrial applications [1] Group 1: Company Overview - The main products of Yongxing Materials include high-quality stainless steel bar and wire, and special alloy materials [1] - These products can be processed into seamless steel pipes, fittings, flanges, shafts, pumps, valves, rods, wires, mesh, springs, standard parts, and welding materials [1] Group 2: Industry Applications - The products are primarily used in oil and gas extraction and refining, power equipment manufacturing (thermal and nuclear power), transportation equipment manufacturing (automobiles, ships, high-speed rail, aviation), human implantation, medical devices, and other high-end machinery manufacturing [1]

Group 1 - The core viewpoint of the article is that Yongxing Materials is actively advancing its expansion plans, specifically a 10,000-ton green intelligent and efficient lithium extraction project that has been completed and is currently in the debugging phase [2]. Group 2 - Investors inquired about the typical expansion cycle for mica mines and whether the company's 9 million-ton expansion plan could be completed by 2026 [2]. - The company confirmed that its expansion work is progressing positively [2].

Group 1 - The energy metals sector increased by 1.84% on December 30, with Shengtu Mining leading the gains [1] - The Shanghai Composite Index closed at 3965.12, unchanged, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1] - Key stocks in the energy metals sector showed varied performance, with Jidian Mining up by 4.72% and Ganfeng Lithium down by 1.79% [2] Group 2 - The main capital flow in the energy metals sector showed a net outflow of 153 million yuan from institutional investors and 158 million yuan from speculative funds, while retail investors had a net inflow of 311 million yuan [2][3] - Specific stock capital flows indicated that Huayou Cobalt had a net inflow of 490 million yuan from main funds, while Shengtu Mining experienced a net outflow of 961.26 million yuan [3] - The overall trading volume and turnover for key stocks in the sector varied, with Yongxing Materials achieving a turnover of 266.68 million yuan and Tianqi Lithium at 3.159 billion yuan [1][2]

证券之星消息，12月29日能源金属板块较上一交易日下跌3.13%，盛新锂能领跌。当日上证指数报收于 3965.28，上涨0.04%。深证成指报收于13537.1，下跌0.49%。能源金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 605376 | 博迁新材 | 68.77 | 5.56% | 8.53万 | | 5.81亿 | | 301219 | 腾远钻业 | 66.33 | -1.00% | 6.39万 | | 4.28亿 | | 300618 | 寒锐铝业 | 44.55 | -1.18% | 9.35万 | | 4.20亿 | | 603799 | 华友钻业 | 65.12 | -1.33% | 63.17万 | | 41.61亿 | | 600711 | 盛电矿业 | 14.42 | -2.90% | 146.45万 | | 21.44亿 | | 000408 | 藏格矿业 | 82.57 | -3.23% | 18.49万 | | 15.53 ...

每经AI快讯，有投资者在投资者互动平台提问：贵公司是否采购上市公司合金投资镍基合金材料？ 武进不锈（603878.SH）12月29日在投资者互动平台表示，公司有多年的镍基合金管材供货业绩，永兴 材料、中航上大、太钢不锈等都是公司的原材料供应商，具体可参阅公司定期报告。 （记者 王晓波） ...

Core Viewpoint - The case of investors suing Guotai Junan Fund and star fund manager Shi Cheng for financial contract disputes is set to be heard on January 13, 2026, marking a rare instance in the public fund industry where a fund manager is named as a co-defendant alongside the fund company [1] Group 1: Legal Proceedings - The lawsuit involves investor Li, who claims a "financial contract dispute" against both Guotai Junan Fund and Shi Cheng, with the hearing scheduled at the Shanghai Hongkou District People's Court [1] - This case is notable as it is uncommon for a fund manager to be personally implicated in such disputes within the public fund sector [1] Group 2: Fund Performance - Shi Cheng's managed products have generally underperformed in recent years, with significant declines in net asset values observed [1] - Currently, Shi Cheng manages six fund products with a total scale of approximately 10.7 billion yuan, having previously seen management scale increase from under 4 billion yuan to over 20 billion yuan due to the rise of the new energy sector from 2020 to 2021 [1] - However, following adjustments in the new energy sector, the net values of his managed products have experienced substantial declines [1] Group 3: Comparative Performance - The performance of Guotai Junan's funds under Shi Cheng's management has been poor, with the Guotai Junan Industrial Transformation Mixed A fund showing negative returns over approximately three and a half years, while the average return for similar funds exceeded 8% during the same period [2] - Other funds managed by Shi Cheng have also underperformed compared to their peers, with a total estimated loss of around 10 billion yuan across the six funds from 2023 to 2024, and continued losses expected in the first half of 2025 [2] Group 4: Strategic Shifts - In response to performance pressures, Shi Cheng has made significant adjustments to his portfolio, including large-scale sell-offs of new energy stocks and a shift towards investments in AI and robotics, which has drawn market skepticism as a "passive response to performance pressure" [2] - Shi Cheng has defended this strategy in his quarterly report, expressing confidence in the ongoing investment potential in AI [2] Group 5: Industry Implications - The lawsuit has garnered significant attention in the market, with industry insiders anticipating that it may lead to a shift in the assessment mechanisms for public fund managers, moving from a focus solely on performance to a more balanced approach that includes compliance [2]