2026/02/26 Prive Movement 价格异动 After the Chinese New Year holiday, lithium carbonate futures rose sharply. As of February 26, the main contract recovered to around RMB 170,000-180,000/t (GFEX). According to Mysteel, on February 25, the Ministry of Mines and Mining Development of Zimbabwe announced an immediate suspension on exports of raw ore and lithium concentrates, including shipments currently in transit, until further notice. Only mining companies holding valid mining titles and government-approved ben ...

格隆汇2月26日丨雅化集团(002497.SZ)在互动平台表示，目前津巴布韦出口禁令不会对公司正常生产经 营造成影响：1、根据津巴布韦矿业部公告及沟通，本次禁令主要打击贸易类违规出口，明确只允许拥 有采矿权和选矿厂的企业出口。雅化津巴项目符合上述要求，目前已重新提交出口申请，最快1-2周获 批恢复出口。2、津巴政府希望中企加快在津巴布韦建设硫酸锂工厂，雅化津巴布韦硫酸锂项目已经启 动建设。3、雅化津巴前期产出的锂精矿已全部海运发回，既不会影响津巴矿山生产，也完全能保障国 内产品生产需求。 ...

格隆汇2月26日｜继全球主要锂生产国之一津巴布韦暂停锂精矿出口后，锂价及相关股票价格飙升，引 发市场对电池原材料全球供应将趋紧的担忧。国内碳酸锂主力合约一度涨超11%，澳大利亚矿企的股价 也大幅上涨。津巴布韦自周三起暂停锂精矿出口，此举旨在促进国内加工并遏制非法出口。CRU集团 咨询师卡梅伦·休斯表示，锂价走高以及持续的非法出口，很可能是现在进行整顿的驱动因素。这类似 于刚果（金）此前对钴精矿出口的限制。 ...

中信证券研报称，此次政策旨在加强矿产监管，推动矿产品深加工发展。2025年中国19%的进口锂精矿 来自津巴布韦，预计2026年津巴布韦锂资源产量占全球12%，该国的锂矿出口禁令将导致碳酸锂短期供 应愈发紧缺，有望推动锂价大幅上涨。建议关注不受出口政策影响的标的。 消息面上，全球第四大锂矿生产国津巴布韦宣布，即日起暂停所有原矿及锂精矿出口，禁令覆盖范围包 括已在途货物，暂停措施将持续至另行通知。津巴布韦矿业部长Polite Kambamura周三在首都哈拉雷对 记者表示，津巴布韦暂停了锂精矿和原矿出口，该出口禁令立即生效，只有在矿企遵守政府要求后，禁 令才会解除。 智通财经APP获悉，锂矿双雄集体高开，截至发稿，天齐锂业(09696)涨6.11%，报50.4港元；赣锋锂业 (01772)涨5.48%，报71.2港元。 ...

智通财经APP讯，赣锋锂业(01772)发布公告，公司近日接到公司副总裁傅利华先生出具的《关于股份减 持计划期限届满的告知函》，截至本公告披露日，本次减持计划期限已届满，傅利华先生未实施减持。 ...

Group 1: Commercial Aerospace - Zhongke Aerospace's reusable liquid rocket, Lijian-2, is set for its maiden flight in late March 2023, carrying the prototype of China's light cargo spacecraft, with plans for four launches this year [1] - The solid rocket, Lijian-1, aims for at least eight launches this year, including two at sea, reinforcing its position in commercial launches [1] - Investment focus in the commercial aerospace sector is shifting towards core industry players, with recommendations for companies like Feiwo Technology, Western Materials, Aerospace Power, and others [1] Group 2: Semiconductor Industry - SK Hynix plans to invest 21.6 trillion KRW (approximately 15.1 billion USD) in new facilities for its semiconductor factory in Yongin, with the investment period from March 2026 to December 2030 [2] Group 3: Storage Industry - Demand for storage is driven by AI, with prices in an upward cycle; DRAM market value is expected to grow by 144% to 404.3 billion USD by 2026, while NAND Flash is projected to increase by 112% to 147.3 billion USD [3] - Recommended companies in the storage sector include Jiangbolong, Demingli, Baiwei Storage, and others [3] Group 4: Shipping Industry - Global oil tanker freight rates have surged to a near six-year high, with the cost of transporting crude oil from the Middle East to China exceeding 170,000 USD per day, tripling since the beginning of the year [5] - The shipping sector is expected to benefit from this upward trend, with companies like COSCO Shipping Energy and China Merchants Energy being highlighted as strong performers [5] Group 5: Phosphate Chemical Industry - The phosphate chemical sector has seen renewed interest, with companies like Chuanjin Nuo and Chengxing Co. experiencing significant stock price increases [5] - The U.S. has prioritized phosphorus and glyphosate as national security issues, indicating a potential for increased demand and price appreciation in the phosphate market [6] Group 6: Lithium Mining Industry - Lithium mining stocks have shown strong performance, with companies like Dazhong Mining and Jiangte Electric reaching their price limits [7] - Concerns over Zimbabwean lithium exports being hindered have contributed to market volatility, but expectations for strong demand in the battery sector remain [8] Group 7: Rare Earth Industry - Prices for rare earth products have significantly increased, with neodymium oxide averaging 882,000 CNY per ton, up 41,600 CNY from before the holiday [16] - The market is experiencing fluctuations due to export control measures, but purchasing activity is expected to gradually resume as production adjusts [17]

2月25日，A股市场早盘震荡拉升，三大指数均涨超1%，截至午间收盘，沪指涨1.20%，深成指涨 1.47%，站上14400点，创业板指涨1.43%。沪深两市半日成交额1.52万亿，较上个交易日放量104亿。 盘面上，涨价题材股轮番活跃，小金属、贵金属等有色板块走高，华锡有色、云南锗业等多股涨停；农 药、化工股延续涨势，金浦钛业、川金诺、六国化工等多股封板；油气股拉升走高，通源石油、洲际油 气涨停或涨超10%；锂矿股震荡走高，永杉锂业、大中矿业等封涨停；半导体产业链盘中震荡走强，设 备、材料方向领涨，富创精密、明阳电路涨超10%； 下跌方面，影视院线板块继续调整，横店影视连续两日跌停；AI应用概念走势较弱；存储芯片板块盘 初下挫；光模块、光纤板块部分个股回调。 展望后市，中原证券认为，综合假期内外盘表现及最新宏观动态，市场短期调整压力已得到部分释放， 但上行斜率将趋于平缓，指数层面大概率呈现宽幅震荡、结构分化的格局。 热门板块 1、有色金属板块走高 小金属、贵金属等有色板块走高，华锡有色、云南锗业等多股涨停。 点评：中银证券发布研报称，进入2026年，随着市场进入牛市第二阶段"盈利驱动上涨阶段"，在"反内 卷" ...

责任编辑：小浪快报 根据喜娜AI异动分析，江特电机涨停原因可能如下，电机技术优势+锂矿资源储备+产业升级： 1、江特 电机是国家高新技术企业，在高效电机、机器人电机等领域技术领先，且构建了覆盖全国的立体化营销 网络，在多个细分市场领先，这体现了公司在电机业务方面的实力。同时，公司布局人工智能融合、高 端材料研发等新领域，展现出产业升级的潜力。 2、公司拥有储量达1.2667亿吨的大型锂矿——茜坑锂 矿，开采年限长达30年，锂矿资源储备丰富。虽然目前茜坑矿区尚处准备阶段，但长期来看，其投产将 为公司带来显著的收益。同花顺数据显示，当日锂电池概念板块表现活跃，多只相关个股上涨，形成了 板块联动效应。 3、技术面和资金流向角度，从东方财富数据可知，当日主力资金呈现净流入状态，表 明市场资金对该股票的关注度提升。技术上MACD指标在近期有形成金叉的迹象，显示出短期的上涨动 能增强。 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对 ...

华联控股公告称，公司于2025年12月22日拟以约1.75亿美元现金受让交易对方持有的Argentum Lithium S.A.100%股份，获Arizaro项目80%权益。交易不构成关联及重大资产重组，尚需股东会审议。为保护中 小股东利益，公司拟聘请中介对标的资产审计评估。截至公告披露日，审计、评估及境外投资审批备案 等工作正推进，公司已签保证金托管协议并汇入托管账户。交易实施存在不确定性。 ...

Core Viewpoint - Tianqi Lithium Industries (002466)(09696) has transferred shares from Merrill Lynch Far East Limited to Citibank, with a market value of HKD 522 million, representing 5.24% of the company [1] Group 1 - Tianqi Lithium announced that all conditions of the revised and restated placement agreement have been met, and the placement was completed on February 11, 2026 [1] - The placement agent successfully placed a total of 65.05 million shares at a placement price of HKD 45.05 per share to no fewer than six subscribers [1] - The estimated net price per share from the placement is approximately HKD 44.95 [1]