证券日报网讯 1月23日，天齐锂业在互动平台回答投资者提问时表示，截至2026年1月20日，公司A股股 东户数为284897户，公司A股股东中机构股东户数为3883户。 （文章来源：证券日报） ...

每经AI快讯，赣锋锂业1月23日晚间发布公告称，江西赣锋锂业集团股份有限公司于2026年1月23日召 开的第六届董事会第十二次会议，审议通过了《关于使用自有资金投资理财产品的议案》，为提高自有 资金使用效率，在确保不影响公司正常经营和生产建设的情况下，同意公司及纳入公司合并报表范围的 子公司使用自有资金不超过20亿元人民币投资安全性高、流动性好、风险等级低的理财产品，该等资金 额度在决议有效期内可滚动使用。 （记者 曾健辉） 每经头条（nbdtoutiao）——检查糖尿病却查出胰腺癌！仅凭百元CT揪出"癌症之王"，医生没看出来的 病，AI是怎么发现的？ ...

（文章来源：第一财经） 赣锋锂业公告称，公司于2026年1月23日召开的董事会会议审议通过了《关于使用自有资金投资理财产 品的议案》，同意公司及纳入公司合并报表范围的子公司使用自有资金不超过20亿元人民币投资安全性 高、流动性好、风险等级低的理财产品，该等资金额度在决议有效期内可滚动使用。该事项尚需提交公 司股东会审议。 ...

Core Viewpoint - The ongoing competition for critical minerals is intensifying, impacting market dynamics and pricing strategies in the lithium sector [2]. Supply Chain Dynamics - The recent surge in lithium carbonate futures prices, reaching 180,000 yuan/ton, signals a strong market rebound, driven by simultaneous tightening across three supply chains: reduced supply from Jiangxi and salt lakes, high overseas lithium spodumene transaction prices, and pre-holiday export and inventory buildup expectations [3][5]. - The focus of market discussions has shifted from resource availability in Jiangxi to the stability of the mining, processing, and tailings disposal compliance chain [6]. - Environmental and tailings disposal constraints in Jiangxi's lithium mica mining operations are tightening, raising concerns about potential production halts or reductions, particularly related to tailings issues [7]. - Seasonal maintenance at some lithium salt plants is expected to amplify supply contraction concerns, even if these actions are typically seasonal [8]. - There are signs of inventory depletion in the spot market, with total lithium carbonate inventory decreasing week-on-week [9]. Cost Factors - The recent auction of Wodgina's 5.49% lithium spodumene concentrate at a price of 16,852 yuan/ton indicates that marginal costs for lithium carbonate are approaching the 160,000 to 170,000 yuan/ton range, providing a clearer price anchor for futures amid supply uncertainties [10]. Demand Perspectives - At the 180,000 yuan/ton price level, there are diverging views on demand drivers. One perspective suggests that adjustments in export tax incentives are leading to pre-holiday inventory buildup, which is tightening spot market liquidity [11][12]. - Conversely, a more cautious viewpoint indicates that high prices and the seasonal lull may suppress proactive purchasing, suggesting that demand has not significantly expanded, with price increases driven more by supply-side factors [13]. - If post-holiday demand does not meet expectations and supply normalizes, inventory structures may rebalance [14]. - The price elasticity around 180,000 yuan is primarily influenced by supply certainty and spot market conditions, with demand determining the pace of market activity [15]. Structural Background - The current market dynamics are also influenced by a longer-term narrative of risk premiums associated with critical mineral competition [16]. - Recent actions by Nigeria's security and mining authorities to intercept illegal lithium transport highlight the increasing regulatory compliance and enforcement in resource-rich countries [17]. - The Democratic Republic of Congo has submitted a shortlist of state-owned mining assets, including lithium, to the U.S. for potential investment, indicating a strategic push for resource partnerships [18]. - The EU's free trade agreement with the South American Common Market is seen as a strategic move, although it faces legal and political uncertainties within the EU [19]. - These developments underscore that the availability of critical minerals is increasingly dependent on regulatory frameworks and geopolitical arrangements, rather than just cash costs of mining [20]. - While these factors may not immediately alter global lithium supply volumes, they will likely lead to a reassessment of compliance resources, political risks, and supply chain control, making prices more susceptible to fluctuations in response to localized disruptions [21].

人形机器人概念拉升 午后，人形机器人概念布局拉升，锋龙股份（002931）18连板，天奇股份盘中涨停，兆丰股份、汉宇集团跟涨。 消息面上，工业和信息化部副部长张云明在发布会上表示，将发布人形机器人与具身智能综合标准化体系建设指南。张 云明指出，下一步，工业和信息化部将持续推动人形机器人技术创新和迭代升级，以人形机器人为小切口带动具身智能 大产业发展。着力"攻技术"，持续组织揭榜挂帅等任务，布局国家科技重大项目，提升大模型、一体化关节、算力芯片 等技术水平。 锋龙股份斩获18连板。此前，锋龙股份公告，2025年12月24日，公司控股股东及实际控制人等与深圳市优必选科技股份 有限公司签署了股份转让协议，优必选拟通过"协议转让+要约收购"的方式入主锋龙股份，交易完成后公司控股股东及实 际控制人将发生变更。 光伏板块多股涨停 午后，光伏概念持续拉升，隆基绿能封涨停，此前连城数控、欧普泰、拉普拉斯等多股涨停，艾能聚、天合光能、高测 股份、帝科股份等涨幅居前。 1月23日，三大指数集体高开，全天维持震荡走势。截至收盘，沪指涨0.33%，深证成指涨0.79%，创业板指涨0.63%。 盘面上，光伏产业链爆发，太空光伏方向领涨 ...

消息面上，1月22日，特斯拉CEO马斯克在瑞士达沃斯世界经济论坛年会期间，与贝莱德CEO拉里·芬克 的对谈中明确力挺太空光伏，并披露关键产能规划。他表示，SpaceX与特斯拉正同步推进太阳能产能 提升，目标在未来三年内实现每年100GW的太阳能制造能力。 | 序号 | 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅√ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 920368 | 连城数控 | (0) | 47.16 | +10.88 | 29.99% | | 2 | 920414 | 欧普泰 | | 17.21 | +3.97 | 29.98% | | 3 | 688726 | 拉普拉斯 | | 55.54 | +9.26 | 20.01% | | বা | 688223 | 晶科能源 | | 6.90 | +1.15 | 20.00% | | 5 | 300751 | 迈为股份 | | 324.36 | +54.06 | 20.00% | | 6 | 300724 | 捷佳伟创 | | 134.10 | +22.35 | 20.00% | ...

Core Viewpoint - The inclusion of Tianqi Lithium's brand as a registered brand for lithium carbonate futures at the Guangzhou Futures Exchange signifies a strategic advantage, enhancing the company's market credibility and operational efficiency [1][2]. Group 1: Brand Registration Impact - Tianqi Lithium's brand will be officially recognized as a registered brand for lithium carbonate futures starting February 2, 2026, marking a transition from "deliverable" to "brand deliverable" status [1]. - The registration allows for direct delivery of products without the need for repeated quality inspections, saving approximately 20 yuan per ton in inspection fees and reducing time costs by 3-5 days, thus significantly improving delivery efficiency and customer acceptance [1]. Group 2: Competitive Advantage - With the registration, Tianqi Lithium becomes the only lithium company in China with both designated delivery warehouse and registered brand status for lithium carbonate futures, enhancing its control over the entire production, storage, delivery, and pricing chain [2]. - The company's production facilities in Sichuan and Jiangsu are noted as the lowest-cost lithium carbonate production bases globally, with production costs around 70,000 yuan per ton, significantly lower than the industry average of 110,000 yuan per ton [2]. - The brand registration is expected to amplify Tianqi Lithium's cost advantages, allowing for higher pricing power and the potential for simultaneous increases in both volume and price as market conditions improve [2].

人民财讯1月23日电，今日三大指数集体高开，全天维持震荡走势。截至收盘，沪指涨0.33%，深证成 指涨0.79%，创业板指涨0.63%。盘面上，光伏概念大涨，东方日升、协鑫集成、太阳能等多股涨停。 商业航天概念持续走强，通宇通讯、钧达股份、金风科技等多股涨停。贵金属板块活跃，白银有色、中 国黄金等涨停。锂矿概念走高，威领股份、大中矿业涨停。固态电池概念走强，欧克科技、上海洗霸、 鹿山新材等涨停。钢铁板块震荡走高，酒钢宏兴、武进不锈涨停。有色、电气设备、矿物制品等板块涨 幅居前；保险、船舶、酒店餐饮、煤炭等板块跌幅居前。沪深两市成交额突破3万亿元。 ...

Market Overview - The three major A-share indices collectively rose today, with the Shanghai Composite Index increasing by 0.33% to close at 4136 points, the Shenzhen Component Index up by 0.79%, and the ChiNext Index rising by 0.63% [1] - The total market turnover reached 3.12 trillion yuan, an increase of 401.7 billion yuan compared to the previous trading day, with over 3900 stocks rising and more than a hundred hitting the daily limit [1] Sector Performance - The photovoltaic equipment sector experienced a significant surge, driven by support from Elon Musk for space photovoltaics, with companies like Longi Green Energy, JinkoSolar, and others hitting the daily limit [1] - The HIT battery and perovskite battery sectors also saw gains, with Dongfang Risen hitting the daily limit [1] - The commercial aerospace sector continued to rise with positive news, leading to multiple stocks like Aerospace Electronics and China Satellite hitting the daily limit [1] - Lithium mining concepts surged, with Dazhong Mining hitting the daily limit [1] - The non-ferrous metals sector was active, with stocks like Yuguang Gold Lead hitting the daily limit [1] - Other sectors with notable gains included cultivated diamonds, glass substrates, and 6G concepts [1] Declining Sectors - Banking and insurance stocks declined, with China Pacific Insurance leading the losses [1] - The grain concept weakened, with *ST Wanfang hitting the daily limit down [1] - The CPO concept showed weak performance, with Xinyi Sheng dropping over 6% [1] - Other sectors with significant declines included dairy, aviation, coal, and gas [1] Top Gainers - The top gainers included sectors such as forestry, power generation equipment, cultural media, industrial machinery, and fine chemicals, with respective five-day increases of 5.56%, 3.83%, 2.59%, 2.94%, and 2.55% [2]

Core Viewpoint - Yahua Group's stock price increased by 5.08% to 25.84 CNY per share, with a trading volume of 1.311 billion CNY and a turnover rate of 4.88%, resulting in a total market capitalization of 29.782 billion CNY [1] Company Overview - Sichuan Yahua Industrial Group Co., Ltd. is located in Chengdu, Sichuan Province, and was established on December 25, 2001, with its listing date on November 9, 2010 [1] - The company operates in two main business segments: lithium business and civil explosives, with civil explosives further divided into production, blasting, and transportation services [1] - The revenue composition of the main business includes lithium salt products at 51.54%, civil explosive products and blasting services at 42.81%, and transportation services at 5.66% [1] Shareholder Information - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Yahua Group, having reduced its holdings by 95,400 shares in the third quarter, now holding 10.5386 million shares, which accounts for 1% of circulating shares [2] - The estimated floating profit from this position is approximately 13.1732 million CNY [2] Fund Performance - The Southern CSI 1000 ETF (512100) has a total asset size of 78.996 billion CNY, with a year-to-date return of 9.38%, ranking 1624 out of 5546 in its category, and a one-year return of 43.79%, ranking 1722 out of 4261 [2] - The fund has achieved a cumulative return of 25.09% since its inception on September 29, 2016 [2] Fund Holdings - The Southern Cycle Optimal Mixed Fund A (021711) holds 126,800 shares of Yahua Group, representing 4.08% of the fund's net value, making it the seventh-largest holding [4] - The estimated floating profit from this position is around 158,500 CNY [4] Fund Manager Information - The fund manager of Southern Cycle Optimal Mixed Fund A is Bao Yuchen, who has been in the position for 1 year and 127 days, managing a total asset size of 76.9868 million CNY [5] - During his tenure, the best fund return achieved was 71.05%, while the worst return was 69.69% [5]