| 碳酸锂日评20251204:偏弱震荡 | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-12-02 | 较昨日变化 | 交易日期(日) | 2025-12-03 | 2025-11-26 | 近两周走势 | 近月合约 | 收盘价 | 92200.00 | 94960.00 | 94260.00 | -2,760.00 | 1 | | | 连一合约 | 收盘价 | -2.800.00 | 92060.00 | 94860.00 | 94500.00 | 收盘价 | 92200.00 | 95140.00 | -2,940.00 | 94660.00 | 连二合约 | | | | -2.940.00 | 连三合约 | 收盘价 | 92200.00 | 95140.00 | 94700.00 | -2,900.00 | 收盘价 | 93660.00 | 96560.00 | 96340.00 | | | | | 3 | 砖 ...

法院文件显示， 天齐锂业 已向 智利最高法院 提交了针对 智利国家铜业公司 （Codelco）与 智利化工 矿业公司 （SQM）合作关系的禁令申请。 天齐锂业 在SQM中持有22%的股份。 天齐锂业 请求法院叫 停该国证券监管机构的一项裁决。该裁决允许 SQM的董事会（而非股东）批准与Codelco的合作联盟。 天齐锂业 认为，现在停止所有进展至关重要，以确保最高法院最终的裁决能够产生实际效力。 ...

美东时间周四，顶着疲软的劳动力市场数据，美股三大指数低开高走集体收涨，标普500指数距10月高位只差71点。 | 道琼斯 | 纳斯达克 | 标普500 | | --- | --- | --- | | 47882.90 | 23454.09 | 6849.72 | | +408.44 +0.86% +40.42 +0.17% +20.35 +0.30% | | | | 中国金龙 | 纳指100期货 | 标普500期货 | | 7701.49 | 25645.75 | 6864.75 | | -107.49 -1.38% +39.75 +0.16% +24.50 +0.36% | | | 大型科技股涨跌不一，特斯拉涨超4%，谷歌涨超1%，微软跌超2%，Meta、英伟达跌超1%。 有色金属、加密储备概念股涨幅居前，美国铝业公司涨超6%，Coinbase、凯撒铝业涨超5%，Strategy涨超3%。存储概念股、锂矿股走低，SanDisk跌超 5%，Lithium、美光科技、西部数据跌超2%。 此外，美联储新主席的面孔逐渐清晰。据央视新闻报道，美国总统特朗普称很可能在2026年初公布下任美国联邦储备委员会主席提名人选。 ...

Core Viewpoint - The company's stock price is influenced by multiple complex factors including macroeconomic environment, industry policies, overall market sentiment, and sector rotation [1] Group 1: Company Operations - The company emphasizes the importance of market value management and states that all production and operational activities are normal [1] - The company obtained a mining license for the Hunan Jijiao Mountain lithium mine in October, marking significant progress for its lithium mining project [1] Group 2: Industry Context - The company benefits from favorable developments in downstream industries such as new energy vehicles and energy storage, maintaining high market attention on the lithium battery industry chain and lithium resources [1] - The company asserts that there is no irrational speculation surrounding its stock [1]

近期的工作中，我发现很多人对股市有不切实际的想法，认为来股市就一定能够赚钱，不管任何时候都要赚！ 真不知道是被哪位大师给洗脑了，谁告诉你投资一定有回报？爱出者一定爱返的？明月不也能够照阴沟吗？ 赶紧抛弃不切实际的想法，尊重规律是你唯一能在股市赚钱的道路，其他都是旁门左道！ 今天A股再跌，走势很弱，让我不禁怀疑，这波反攻可能到此结束！ 不过，此言可能尚早，人家还可能继续反攻。但已经不影响我对弱势反弹的判断了。 继续等待，直到最好的时刻出现再下手，这是我的原则。 原因呢？无他。就是前期涨快了，现在回调而已，不要没了信心。 锂矿的走势很OK，低位坚守，高位出来就行了。这是一个值得持续玩儿的板块，新能源的未来，光明正大。 第三：白酒有点难 跌破了前期的支撑之后，第二天下探了。你知道我想起什么吗？ 我想起了2022年10月份茅子的那波。从1700到1100，十分夸张。这次会不会我不知道，但向下就是给机会。 之前重仓的人，肯定不敢加、没钱加了。紧盯走势，别走眼了。 人到中年了，终于实现了家庭财务的安全，我万分感慨，幸好年轻的时候选择不顾一切，全身心投入股市！ 不然，我的后果，不堪设想。近期看到了多位中年朋友的人间财务惨剧 ...

Market Overview - The market experienced fluctuations throughout the day, with the ChiNext Index dropping over 1% after initially rising more than 1% in the morning [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.67 trillion, an increase of 76.5 billion compared to the previous trading day [1] - More than 3,800 stocks in the market declined, indicating a broad market weakness [1] Sector Performance - The sectors that performed well included cultivated diamonds, coal, and wind power equipment, while AI applications and lithium mining sectors saw significant declines [1] - The Shanghai Composite Index fell by 0.51%, the Shenzhen Component Index dropped by 0.78%, and the ChiNext Index decreased by 1.12% [1] Notable Stocks - The superhard materials concept showed strong activity, with Huanghe Xuanfeng hitting the daily limit [1] - The coal sector strengthened, with Antai Group achieving two consecutive limit-ups, and Dayou Energy and New Dazhou A also hitting the limit [1] - The wind power sector surged, with Dajin Heavy Industry and Delijia both reaching the daily limit [1] - The commercial aerospace concept saw a midday surge, with Shunhao Co. achieving four consecutive limit-ups and Aerospace Machinery Electric reaching two limit-ups in four days [1] - In contrast, the AI application sector collectively weakened, with Fushi Holdings and Yinsai Group experiencing significant declines [1] Limit-Up Performance - The limit-up rate was recorded at 66.00%, with 48 stocks hitting the limit and 25 stocks touching the limit [4] - The previous day's limit-up performance showed a 1.27% return, with a high opening rate of 70% [4]

Market Overview - The three major A-share indices experienced a pullback after initially rising, with the Shanghai Composite Index down 0.09%, the Shenzhen Component down 0.19%, and the ChiNext Index down 0.5% at midday [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 10,756 billion yuan, an increase of 195 billion yuan compared to the previous day, with over 3,500 stocks declining across the market [1] Sector Performance - AI applications, e-commerce, lithium mining, consumer electronics, stablecoins, solid-state batteries, and computing power sectors showed weakness [1] - In contrast, sectors such as superhard materials, coal, and non-ferrous metals performed strongly [1] ETF Performance - The non-ferrous metals sector led the ETF gains, with Wanji Fund's Industrial Non-Ferrous ETF and Huaxia Fund's Non-Ferrous Metals ETF rising by 2.48% and 1.41% respectively [1] - Cross-border ETFs were all in the green, with Invesco Great Wall Fund's Nasdaq Technology ETF, Huaxia Fund's Brazil ETF, and Huitianfu Fund's Nasdaq 100 ETF increasing by 1.76%, 1.7%, and 1.6% respectively [1] - Cash strategy ETFs were active, with Huaxia Fund's Cash Flow 500 ETF rising by 1.37% [1] Weak Sectors - The AI application sector saw a broad decline, with the Film and Television ETF, Online Consumption ETF, and Media ETF falling by 2.31%, 2.3%, and 1.89% respectively [1] - The gaming sector also declined, with the Gaming ETF down by 1.65% [1] - The financial technology sector showed negative performance, with the Financial Technology ETF from Huitianfu down by 1.63% [1]

Market Overview - A-shares experienced a slight decline with the Shanghai Composite Index down 0.09% and the Shenzhen Component down 0.19% as of midday trading [1][2] - The total trading volume reached 1.08 trillion yuan, with over 3,500 stocks declining and more than 1,700 stocks rising [1][2] Sector Performance - Superhard materials sector showed strength, with Sifangda rising over 10% [1] - The coal sector saw a collective surge, with companies like Dayou Energy hitting the daily limit [1][2] - Pharmaceutical stocks remained active, with Haiwang Biological achieving five consecutive trading limit increases [1] - The commercial aerospace sector rebounded, highlighted by Aerospace Power's significant price movement [1][4] Specific Stock Movements - Dragon Source Technology reached a price of 23.41 yuan per share after announcing a long-term procurement agreement worth approximately 4.5 to 5.5 billion yuan with Sunwoda [6] - New stock China Uranium experienced a peak increase of over 345%, with a current market value exceeding 140 billion yuan [8] - Bitcoin surged over 7% to break the $93,000 mark, while Ethereum rose over 8% [8][9] Industry Trends - The flu prevention sector saw a rise, with Haiwang Biological and Yisheng Pharmaceutical hitting the daily limit [3] - The lithium mining index showed signs of adjustment, with several component stocks declining significantly [7]

（文章来源：每日经济新闻） 每经AI快讯，12月3日，锂矿指数盘中出现明显调整，成分股多数走弱。其中，天华新能领跌，跌幅 5.65%，国城矿业跌5.33%，威领股份跌5.10%，大中矿业跌3.32%，中矿资源跌3.12%。 ...

2025 年 12 月 3 日 碳酸锂：现货成交偏弱，高位震荡延续 | 邵婉嫕 投资咨询从业资格号：Z0015722 | shaowanyi@gtht.com | | --- | --- | | 刘鸿儒（联系人） 期货从业资格号：F03124172 | liuhongru@gtht.com | 【基本面跟踪】 碳酸锂基本面数据 所 | | | | T | T-1 | T-5 | T-10 | T-22 | T-66 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 2601合约（收盘价） | 94,860 | -260 | -540 | 1,340 | 14,080 | 16,660 | | | | 2601合约（成交量） | 73,196 | -50,687 | -438,083 | -1,414,528 | -842,049 | -59,442 | | | | 2601合约（持仓量） | 237,382 | -11,805 | -105,817 | -246,975 | -273,058 | 116,893 | | | 盘面 | ...