今日提示 ·中国气象局定于12月30日（周二）召开2026年1月新闻发布会，发布《全球气象发展报告2025》等内 容，并回答记者提问。 ·2025中国绿氢产业大会在北京举行。 ·天箭科技（002977）公告显示，公司预计调减当期营业收入约2.56亿元，预计影响归属于上市公司股东 的当期净利润约为-2.09亿元。根据相关规定，公司预计2025年度扣非净利润为负且扣除后营业收入低 于3亿元，公司股票交易可能被实施退市风险警示。 ·赣锋锂业公告，公司于2025年12月29日收到宜春市公安局的移送起诉告知书，因涉嫌内幕交易罪单位 犯罪，案件已移送检察机关审查起诉。该事项系在江西证监局行政处罚的基础上，依法开展的后续正常 司法程序。 上证精选 ·财政部、税务总局就广告费和业务宣传费支出税前扣除有关事项发布公告，烟草企业的烟草广告费和 业务宣传费支出，一律不得在计算应纳税所得额时扣除。 ·财政部数据显示，1—11月国有企业营业总收入756257.6亿元，同比增长1.0%；1—11月国有企业利润 总额37194.5亿元，同比下降3.1%；1—11月国有企业应交税费52803.0亿元，同比增长0.2%。 ·上海市商务委员会等 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Tianqi Lithium Corporation 天齊鋰業股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：9696） 公司重要參股公司簽署重大合同之進展情況 茲提述天齊鋰業股份有限公司（「本公司」或「公司」）日期為2024年6月3日、2024 年6月19日、2024年7月29日、2025年11月12日及2025年11月24日之公告（「該等 公告」），內容有關本公司重要參股公司SQM與Codelco簽署合夥協議及本公司全 資子公司提起訴訟的事宜。除非文義另有所指，本公告所用詞彙與該等公告所界 定者具有相同涵義。 對公司的影響 根據SQM的公告，交易仍受一項解除性條件約束，即有待智利最高法院就公司全 資子公司天齊智利提起的上訴作出裁決。 進展情況 智利當地時間2025年12月27日，SQM披露稱已完成其與Codelco之間的戰略合 作，合營公司SQM Salar名稱將變更為Nova ...

证券日报网讯12月29日，天齐锂业（002466）在互动平台回答投资者提问时表示，截至2025年12月19 日，公司A股股东户数为305026户。 ...

每经AI快讯，港股锂业股走低。截至发稿，天齐锂业(09696.HK)跌3.51%，报50.85港元；赣锋锂业 (01772.HK)跌3.03%，报54.35港元。 （文章来源：每日经济新闻） ...

Domestic News - Chongqing has added 160 million yuan in automobile replacement and scrapping subsidies to boost car consumption, bringing the total subsidy amount to 185 million yuan [2] - The Industrial Internet Research Institute of China has launched the first industrial data resource database, which consolidates key data for industrial AI model training [3] - The first highway expansion project in China, converting a 6-lane highway to 12 lanes, has been completed, enhancing the capacity of the Beijing-Taipei Expressway in Shandong [4] International News - Russia has extended its temporary export ban on automotive gasoline until February 28, 2026, affecting all exporters, including direct producers [5] - Chile has formed a new joint venture between its state-owned copper company and a lithium giant to enhance lithium exploration and production in the Atacama salt flat [6] - The UK has seen a significant slowdown in the construction of public charging stations, with only 13,500 new stations added by the end of November, marking the lowest growth rate since 2022 [7] Corporate News - XPeng Motors and Peking University have proposed a new visual token pruning framework for autonomous driving models, aiming for L4 capabilities [8] - The first fully compliant autonomous logistics vehicle is set to launch in early 2026, as announced at the 2025 China New Energy Unmanned Vehicle Ecological Conference [9] - A joint research team has achieved a breakthrough in direct seawater electrolysis for hydrogen production, marking a significant step towards industrialization [10] - GAC Group is collaborating with China Aerospace to develop a prototype for a manned lunar rover [11] - Mercedes-Benz (Shanghai) Digital Technology Co., Ltd. has increased its registered capital from 1 million to 50 million yuan, reflecting a 4900% increase [12]

Group 1 - Lithium prices continue to rise, with carbonate lithium futures on the Shanghai Futures Exchange surpassing 130,000 yuan/ton, reaching a new high of 130,800 yuan/ton since November 2023, and closing at 130,500 yuan/ton, marking a year-to-date increase of 68.72% [1] - The spot market for lithium carbonate also shows strong performance, with battery-grade lithium carbonate prices reaching 121,700 yuan/ton and 120,400 yuan/ton on December 26 [1] - The increase in lithium prices reflects rising market demand and improving market confidence, which is expected to positively impact the profitability of lithium carbonate producers as global demand for new energy vehicles and energy storage continues to grow [1] Group 2 - The lithium industry is experiencing a favorable supply-demand relationship, with expectations for continued growth in the production of new energy vehicles in China, as well as increased penetration rates [2] - The global supply of lithium resources is abundant, ensuring stable supply, and the industry is likely to see increased concentration, with larger companies gaining more market power [2] - Potential mergers and acquisitions may accelerate changes in the industry landscape, driven by companies with resource advantages, scale, and stronger financing capabilities [2]

于海涛 致辞 中国石油天然气集团有限公司董事会办公室副主任 中国石油积极践行ESG理念，实施清洁替代、战略接替、绿色转型"三步走"战略，推动ESG评级跃升，可持续发 展与ESG管理迈上新的台阶。中国石油将绿色低碳纳入企业战略，加大新能源布局，推动油气与新能源融合发 展，完善碳排放管理体系，助力美丽中国建设。深化企业改革，完善公司治理体系，提升治理效能，连续11年获 评上交所信息披露A级评价。公司秉持价值共享理念，积极履行社会责任，保障油气稳定供应。 沈中 致辞 中国石油天然气集团有限公司企业文化部副部长 中国石油坚持绿色发展为品牌赋能，打造低碳能源生态圈，向综合能源供应商转型；坚持创新发展为品牌提效， 建设国家战略科技力量和能源化工新高地，取得多项成果；坚持合作发展为品牌聚力，积极参与全球能源合作， 打造全球化品牌；坚持共享发展为品牌筑基，践行ESG理念，回馈社会。 陆晓峰 致辞 中国海洋石油有限公司董事会办公室副总经理 在全球产业发展中，ESG已成为中国品牌价值提升的关键。一方面，ESG赋能品牌价值底座，助力中国企业在国 际舞台获得价值认同；另一方面，品牌战略有效激发ESG传播效能，将ESG成果转化为品牌软 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002756 | 永兴材料 | 55.51 | 10.01% | 22.33万 | 12.17亿 | | 000408 | 藏格矿业 | 85.33 | 7.19% | 17.68万 | 14.76亿 | | 002192 | 融捷股份 | 55.46 | 5.28% | 27.20万 | 14.93 亿 | | 002466 | 天齐锂业 | 57.93 | 4.32% | 94.50万 | 54.67亿 | | 600711 | 暨中矿业 | 14.85 | 4.14% | 148.83万 | 21.92亿 | | 002460 | 赣锋锂业 | 68.57 | 3.69% | 78.62万 | 53.77 亿 | | 6633399 | 永杉锂业 | 11.07 | 3.07% | 28.21万 | 3.11亿 | | 002240 | 盛新锂能 | 35.21 | 2.65% | 83.33万 | 29.58亿 | | 301219 | 腾 ...

| | 操作评级 | 2025年12月24日 | | --- | --- | --- | | 铜 | ★☆☆ | 肖静 首席分析师 | | | | F3047773 Z0014087 | | 铝 | な女女 | 刘冬博 高级分析师 | | 氧化铝 | ななな 铸造铝合金 文文文 | F3062795 Z0015311 | | 锌 | ☆☆☆ | 吴江 高级分析师 | | 铝 | な女女 | F3085524 Z0016394 | | 镇及不锈钢 ☆☆☆ | | 张秀睿 中级分析师 | | 锡 | な女女 | F03099436 Z0021022 | | 碳酸锂 | ★☆☆ | 孙芳芳 中级分析师 | | | | F03111330 Z0018905 | | 工业硅 | ななな | | | 多晶硅 | な女女 | 010-58747784 | | | | gtaxinstitute@essence.com.cn | 【铜】 周三沪铜增仓至接近记录水平、尾盘拉涨。国内现货分歧加大，现铜报94690元，上海贴水扩至310元，精废价 差一般。国内现货供求给予铜价更大调整压力，但同时需求淡季下，原料紧张可能向国内精铜传 ...

Group 1 - Lithium stocks continue to rise, with Ganfeng Lithium up 3.47% at 58.1 HKD and Tianqi Lithium up 2.92% at 54.55 HKD [1] - On December 23, lithium carbonate futures prices surpassed 120,000 CNY per ton, with a daily increase of over 5%. As of the latest update, the main contract is priced at 124,360 CNY per ton [1] - CITIC Securities indicates that a major mica lithium mine in Jiangxi has delayed its resumption of production, which may push back the timeline further into January, affecting inventory levels and supporting price increases for the coming year [1] Group 2 - The China Nonferrous Metals Industry Association's lithium division released a report on the lithium industry's performance in November 2025, indicating a gradual increase in lithium carbonate futures prices and optimistic market expectations for future prices [1] - On the supply side, market inventory is decreasing, while lithium salt production has slightly declined, and lithium spodumene production has seen a minor increase [1] - On the demand side, there is a surge in sales of new energy vehicles before subsidy reductions, and energy storage performance is strong [1]