11月17日，碳酸锂期货主力合约涨停，收盘报95200元/吨，创2024年7月以来新高。赣锋锂业董事长李 良彬近日在某峰会上演讲时预测，碳酸锂价格可能会突破15万元/吨甚至20万元/吨，短期内行业博弈情 绪加剧，部分上市公司股价也跟着飙涨。 当天，受益于碳酸锂价格持续走高，A股能源金属、电池等板块涨势明显，锂矿概念全线大涨，盛新锂 能、融捷股份、大中矿业、中矿资源、雅化集团等强势涨停，天齐锂业、赣锋锂业、永兴材料等纷纷涨 超7%。 11月16日，赣锋锂业董事长李良彬表示，2025年，全球碳酸锂需求约为145万吨，但由于下半年需求增 长，预计全年需求数据更新到155万吨，供应能力约为170多万吨，有20万吨左右的过剩，所以价格比较 低迷。他预测，2026年碳酸锂需求会增长30%，需求达到190万吨，同时供应能力经过评估后会增长25 万吨左右，供需基本平衡，碳酸锂价格有探涨空间。如果明年需求增速超过30%，甚至达到40%，短期 内供应无法平衡，价格可能会突破15万元/吨甚至20万元/吨。 由此可见，12月底之前，供应紧张的确对碳酸锂价格上涨给予了支撑。 中长期价格看需求增速 短期内价格冲高有支撑 上海钢联新能源事 ...

(本文来自第一财经) 天华新能涨超17%，雅化集团涨停，此前大中矿业、融捷股份、盛新锂能、金圆股份（维权）涨停，中 矿资源、天齐锂业、西藏城投涨超8%。 ...

新闻荐读 来源：智通财经 今日A股震荡调整，深成指翻红后再度回落。沪深两市半日成交额1.27万亿，较上个交易日放量329亿。 盘面上热点快速轮动，全市场超2900只个股下跌。 编辑：付梦影 审定：金官 核发：胡盛龙 从板块来看，福建板块再度爆发，厦工股份、平潭发展等10余股涨停。AI应用概念快速走强，三六零 等多股涨停。军工板块延续强势，航天发展2连板。锂矿概念表现活跃，大中矿业3连板。 下跌方面，医药股出现分化，济民健康、药易购下挫。板块方面，能源金属、军工装备、AI应用等板 块涨幅居前，贵金属、医药等板块跌幅居前。截至收盘，沪指跌0.43%，深成指跌0.35%，创业板指跌 0.8%。 ...

Core Viewpoint - The military and lithium mining sectors have experienced a significant surge, indicating strong market interest and potential investment opportunities in these areas [1][9]. Market Overview - On November 17, the Shanghai Composite Index experienced a slight decline of 0.46%, closing at 3972.03 points, while the Shenzhen Component Index and the ChiNext Index saw minor recoveries towards the end of the trading day [2][3]. - The total trading volume across the Shanghai and Shenzhen markets was approximately 19.3 billion yuan, a decrease of about 500 million yuan from the previous day [3]. Military Sector - The military sector saw a robust performance, with stocks such as Hongxiang Co., Zhongfutong, Jianglong Shipbuilding, and Tengjing Technology hitting the daily limit of 20% increase [6][8]. - Analysts suggest that the increasing geopolitical uncertainties are likely to enhance the focus on the military sector, with expectations of a significant recovery in demand for advanced military equipment in the coming years [8]. Lithium Mining Sector - The lithium mining sector demonstrated strong momentum, with Tianhua New Energy and other companies like Shengxin Lithium Energy and Rongjie Co. also reaching their daily limit of 20% increase [10][12]. - Predictions indicate a 30% increase in lithium carbonate demand by 2026, with potential price increases if demand growth exceeds expectations [12]. AI Application Sector - The AI application sector showed active trading, with stocks like Xuan Ya International and BlueFocus reaching a 20% increase [14][16]. - Alibaba's recent initiatives in AI, including the launch of the "Qwen" project, are expected to drive growth in AI applications, particularly in the consumer market [16].

Market Overview - The A-share market experienced weak fluctuations, with the Shanghai Composite Index down 0.46%, Shenzhen Component Index down 0.11%, and ChiNext Index down 0.2% [1][2] - The total market turnover exceeded 1.9 trillion yuan, a decrease of over 40 billion yuan compared to the previous trading day, with more than 2,700 stocks declining [1] Lithium Sector Performance - The lithium mining sector showed strong performance, with multiple stocks such as Tianhua New Energy and Rongjie Co. hitting the daily limit of 20% increase [1][3] - The price of lithium carbonate futures reached 95,200 yuan per ton, indicating a bullish trend in the lithium market [3] - The demand for lithium is expected to grow significantly, with predictions of a 30% increase in lithium carbonate demand by 2026, potentially pushing prices above 150,000 yuan per ton [3] Battery Materials and Technology - The lithium battery sector continued its strong performance, with companies like Rongbai Technology and Fengyuan Co. nearing daily limit increases [4] - Rongbai Technology signed a supply agreement with CATL, committing to supply at least 60% of its total procurement volume, which is expected to exceed 500,000 tons annually [4] Electrolyte Market Dynamics - The lithium battery electrolyte sector also saw a rebound, with companies like Huasheng Lithium Battery experiencing significant price increases [6] - The average transaction price for VC reached 132,500 yuan per ton, reflecting a 25,000 yuan increase from the previous week [8] Industry Trends - The storage market is emerging as a new growth direction for the lithium battery sector, driven by increasing demand and supply chain optimization [8] - The recent price increases in the midstream materials of the lithium battery supply chain are attributed to short-term supply-demand mismatches and growing storage needs [8]

【导读】A股震荡，锂矿概念集体暴涨 大家好，今天市场走势较为震荡，一起看看发生了什么事情。 碳酸锂期货涨停 11月17日，碳酸锂期货主力合约触及涨停，涨幅达9%，报95200元/吨，创2024年7月以来新高。 | 大介理业 | 62.20 +9.87% 7.02亿 | | +5. | | --- | --- | --- | --- | | sz 002466 成交活跃 | | | | | 西藏城投 | 14.25 | +9.62% 1.24亿 | +1. | | SH 600773 60日新高 | | | | | 永兴材料 | | 56.28 +8.86% -1.12亿 | +4. | | sz 002756 60日新高 | | | | | 赣锋锂业 | 74.04 | +7.48% 7.18亿 | +5 | | sz 002460 实时热搜 | | | | | 江特电机 | 12.35 | +6.93% 1.92亿 | +0. | | sz 002176 60日新高 | | | | | 永杉锂业 | 11.95 | +6.32% 3454.96万 | +0 | | SH 603399 60日新高 | | | ...

【导读】A股震荡，锂矿概念集体暴涨 中国基金报记者 泰勒 大家好，今天市场走势较为震荡，一起看看发生了什么事情。 碳酸锂期货涨停 11月17日， 碳酸锂期货主力合约触及涨停，涨幅达9%，报95200元/吨， 创2024年7月以 来新高。 | 雅化集团 | | | 24.98 +10.00% 3.45亿 | +2 | | --- | --- | --- | --- | --- | | sz 002497 | 60日新高 | | | | | 中矿资源 | | | 69.08 +10.00% -760.23万 | +6. | | sz 002738 首板涨停 | | | | | | 金圆股份 | | 6.28 | +9.98% 8248.90万 | +0 | | ◎ 000546 首板涨停 | | | | | | 天齐锂业 | | 62.20 | +9.87% 7.02亿 | +5. | | sz 002466 | 成交活跃 | | | | | 西藏城投 | | 14.25 | +9.62% 1.24亿 | +1. | | SH 600773 | 60日新高 | | | | | 永兴材料 | | 56.28 | + ...

| 上证指数 | 深证成指 北证50 | | --- | --- | | 3972.03 13202.00 1526.46 | | | -18.46 -0.46% -14.03 -0.11% +12.26 +0.81% | | | 科创50 | | | 1354.04 | 3105.20 6347.12 | | -7.19 -0.53% -6.30 -0.20% -9.39 -0.15% | | | 沪深300 | 中证500 中证A500 | | 4598.05 7235.35 5540.11 | | | -30.09 -0.65% -0.11 0.00% -23.39 -0.42% | | | 中证1000 | | | 7523.08 3178.75 5739.32 | | | +20.32 +0.27% +19.86 +0.63% -28.24 -0.49% | | | 行业板块 | | | 涨幅榜 | 资金净流入 5日涨幅榜 | | 林木 | 互联网 航天军工 | | +4.02% | +2.45% +1.82% | | 精细化工 | 文化传媒 煤炭 | | +1.68% | +1.63% +1.60 ...

11月17日午后，碳酸锂期货主力合约涨停，涨幅9%，报95200元/吨。 锂矿概念全线大涨，盛新锂能、融捷股份、大中矿业等集体涨停，天齐锂业、赣锋锂业等跟涨。 | 永兴材料 | 56.28 | 8.86% | 4.58 | | --- | --- | --- | --- | | 002756 融 | | | | | 赣锋锂\// | 74.04 | 7.48% | 5.15 | | 002460 融 | | | | | 江特电机 | 12.35 | 6.93% | 0.80 | | 002176 | | | | （文章来源：上海证券报） | < V | 锂矿概念 | | CG Q | | --- | --- | --- | --- | | | 1994.37 3.90% | | | | 成份股 | 股 | | 资讯 | | 名称 | 最新 | 涨幅 ↓ | 涨跌 | | 盛新锂能 | 35.93 | 10.01% | 3.27 | | 002240 融 | | | | | 融捷股份 | 59.35 | 10.01% | 5.40 | | 002192 融 | | | | | 大中矿业 | 30.89 | 10 ...

Core Insights - The A-share market experienced significant activity with 100 stocks hitting the daily limit up and 10 stocks hitting the limit down on November 17 [1] - The forestry sector showed strong performance, with stocks like Pingtan Development and ST Jinggu achieving consecutive limit up days [1] - The lithium mining sector also gained momentum, highlighted by *ST Zhengping achieving 9 consecutive limit up days [1] Group 1: Sector Performance - The forestry concept was notably active, with stocks such as Pingtan Development achieving a three-day limit up streak and ST Jinggu achieving a two-day limit up streak [1] - Lithium mining stocks showed strength, with *ST Zhengping achieving 9 consecutive limit up days and Guocheng Mining achieving 4 limit up days over 6 days [1] Group 2: Consecutive Limit Up Stocks - Stocks with consecutive limit up days included Furi Shares and *ST Lvkang with 8 consecutive days, and Sanmu Group with 7 consecutive days [1] - Other notable performers included Renmin Tongtai with 6 consecutive days and XG Group with 5 limit up days over 10 days [1] Group 3: Declining Stocks - *ST Yuanshang faced a consecutive two-day limit down, along with other stocks like Sanfu Outdoor and Hongying Intelligent also hitting the limit down [1]