12月17日，碳酸锂期货主力合约拉涨。截至11:50，盘中最高涨超8.8%，最高报10.78万元/吨，创2024年5月以来新高。今年以来，碳酸锂期货主力合约累 计涨超40％。 | < W | | | 碳酸锂2601 | | | | | --- | --- | --- | --- | --- | --- | --- | | | | | LC2601.GFE | | | | | 107640 "F | | | 99100 总手 | | 4.02万 | 万得 盘口 | | +8540 | +8.62% + 益 | | 100740 现手 | | 1 | | | 最高价 | 107840 导 | の | 8.55万 | 9 | | 2.24万 | | 最低价 | 99620 料 එ | | -7135 | 内 | | 1.78万 | | 分时 | 五日 HK | | 居K | 月K | 更名 | | | 叠加 | | | | | | 均价:104585 | | 107840.00 | | | | | | 8.82% | | 99100.00 | | | | | | 0.00% | | 90360.00 | | | | ...

此外，中伟股份近日在互动平台表示，公司已于阿根廷布局了两座盐湖锂矿，预计掌握锂资源超1000万 吨LCE，该资源量有望随着勘探工作的深入而增加。后续公司将进一步确认两座盐湖锂矿储量，并根据 勘探和建设情况，结合自身及市场需求进行开采。公司将根据有关规定及时披露阿根廷锂矿相关进展。 智通财经APP获悉，中伟新材(02579)午前涨超3% ，截至发稿，涨2.36%，报26.92港元，成交额2044.26 万港元。 消息面上，中伟新材发布公告，根据《上海证券交易所沪港通业务实施办法》和《深圳证券交易所深港 通业务实施办法》的有关规定，公司于香港联合交易所有限公司发行并上市的股票(以下简称"H股")自 2025年12月15日起调入沪港通及深港通标的证券名单。长江证券表示，中伟股份三元前驱体、四氧化三 钴等业务持续增长，且增速有望高于行业水平，市占率持续提升，后续考虑三元前驱体景气恢复，四钴 持续增长，出货端有望持续增长。 ...

12月17日，A股上市公司江特电机公告称，宜春市自然资源局网站于近日发布了《关于拟公告注销27个采矿权的公示》（下称《公示》），公司的 江西省宜丰县狮子岭矿区含锂瓷石矿是本次公示拟注销的27个采矿权之一。公司已向宜春市自然资源局提交了《关于宜丰县狮子岭矿区含锂瓷石矿 拟注销公示的异议申请》，提出相关解决方案，尽最大努力争取延续狮子岭矿区采矿证。同时，公司正在全力办理茜坑锂矿投产前的各项准备工 作，力争早日投产。 据了解，此次狮子岭矿区采矿权拟注销，是当地自然资源部门依据矿产资源相关法规开展的集中清理工作，27个采矿权一同被列入拟注销名单。期 货日报记者查询宜春市自然资源局发布的《公示》获悉，根据《中华人民共和国矿产资源法》《矿产资源开采登记管理办法》和《自然资源部关于 进一步完善矿产资源勘查开采登记管理的通知》等相关要求，拟对高安市伍桥瓷石矿等27宗采矿许可证予以注销。目前，宜春市自然资源局已对拟 注销的27宗采矿许可证进行公示，公示期（30个工作日）满后予以公告注销。注销后，生态修复等相关义务由原矿权人履行。 | 索 引 号： | 0147175710/2025-0171744 | 发布机构： | 宜春市自 ...

12月17日消息，锂业股早盘高开，截至发稿，、齐涨超4%。 09696 天齊鋰業 交易中 12/17 09:34:58 48.780 + +2.160 +4.63% | 最高 | | | | | 48.880 | | 開市 | | | | | | 48.360 | 成交量 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 最低 | | | | | 48.020 | | 前收 | | | | | | 46.620 | 成交額 | | | | | 圈 ▲ | 5日 | 目K | 團K | 月K | 季K | 年K | 1分 | ३५) | 5分 | 10分 | 15分 | 30分 | 1小時 | 2小時 | 3小時 | 4小時 | ｜ 1月 | | 48.811 | | | | | | | | | | | | | | | | | | | 48.780 | | | | | | | | | | | | | | | | | | | ...

Core Viewpoint - Jiangte Electric announced that its lithium-containing ceramic stone mine in Yifeng County, Jiangxi Province, is among the 27 mining rights proposed for cancellation by the Yichun Natural Resources Bureau, indicating a regulatory tightening in the mining sector [1][2]. Group 1: Company Actions - The company has submitted an objection application to the Yichun Natural Resources Bureau regarding the proposed cancellation of the mining rights, aiming to extend the mining certificate for the Shiziling mine [1]. - The company is also making preparations for the production of the Qian坑 lithium mine, striving for early production [1]. Group 2: Industry Context - The 27 mining rights proposed for cancellation include 17 for ceramic soil and 7 for limestone, with all licenses having expired [2]. - The cancellation of these mining rights is seen as a signal of stricter regulations and industry upgrades, with limited immediate impact on the actual supply of lithium carbonate [2]. - The recent actions align with the implementation of the new Mineral Resources Law, which lists lithium as an independent mineral, indicating a shift towards strategic mineral security and sustainable development in the region [3].

Report Summary Industry Investment Rating - No relevant information provided in the documents. Core View - The cancellation of the mining right of Jiangxi Special Electric Machine Co., Ltd. has limited impact, but it may support market sentiment. The company is striving to renew the mining right and is accelerating the preparation for the production of Qiankeng Lithium Mine, which is expected to significantly increase the company's lithium raw material self - sufficiency rate [3]. Summary by Catalog 1. Fundamental Tracking - **Futures Market Data**: For the 2601 contract, the closing price was 98,740 yuan, a decrease of 360 yuan compared to T - 1; the trading volume was 23,802 lots, a decrease of 10,149 lots; the open interest was 92,657 lots, a decrease of 5,642 lots. For the 2605 contract, the closing price was 100,600 yuan, a decrease of 460 yuan compared to T - 1; the trading volume was 597,317 lots, a decrease of 102,284 lots; the open interest was 666,027 lots, an increase of 3,842 lots [1]. - **Basis Data**: The basis of spot - 2601 was - 2,890 yuan, an increase of 1,060 yuan compared to T - 1; the basis of spot - 2605 was - 4,750 yuan, an increase of 1,160 yuan compared to T - 1; the basis of 2601 - 2605 was - 1,860 yuan, an increase of 100 yuan compared to T - 1 [1]. - **Raw Material Data**: The price of lithium spodumene concentrate (6%, CIF China) was 1,248 yuan, an increase of 25 yuan compared to T - 1; the price of lithium mica (2.0% - 2.5%) was 2,700 yuan, an increase of 80 yuan compared to T - 1 [1]. - **Lithium Salt Data**: The price of battery - grade lithium carbonate was 95,850 yuan, an increase of 700 yuan compared to T - 1; the price of industrial - grade lithium carbonate was 93,350 yuan, an increase of 700 yuan compared to T - 1 [1]. - **Related Product Data**: The price of lithium iron phosphate (power type) was 39,845 yuan, an increase of 165 yuan compared to T - 1; the price of ternary material 523 (polycrystalline/consumer type) was 158,500 yuan, an increase of 200 yuan compared to T - 1 [1]. 2. Macro and Industry News - The SMM battery - grade lithium carbonate index price was 95,962 yuan/ton, a daily increase of 724 yuan/ton; the average price of battery - grade lithium carbonate was 95,850 yuan/ton, a daily increase of 700 yuan/ton; the average price of industrial - grade lithium carbonate was 93,350 yuan/ton, a daily increase of 700 yuan/ton [2]. - Jiangxi Special Electric Machine Co., Ltd.'s mining right of the Shiziling lithium - bearing porcelain stone mine in Yifeng County, Jiangxi Province is at risk of cancellation. The company has submitted an objection application and is accelerating the preparation for the production of Qiankeng Lithium Mine [3]. 3. Trend Intensity - The trend intensity of lithium carbonate is 0, indicating a neutral view [3].

华泰期货认为，目前，供应端的不确定性是支撑价格偏强的关键因素之一，国内外供应干扰消息层出不 穷。整体来看，短期大概率维持高位震荡，需聚焦产能释放节奏与资金动向，警惕供需边际变化带来的 波动加剧。 锂业股早盘高开，截至发稿，天齐锂业(09696)涨3.73%，报48.36港元；赣锋锂业(01772)涨3.61%，报 50.85港元。 消息面上，12月17日，碳酸锂期货主力合约大涨近5%，报105600元/吨。据报道，继宁德时代枧下窝矿 被关停后，"亚洲锂都"宜春又现大动作。宜春市自然资源局发布公示，拟对27宗采矿许可证予以注销。 江特电机旗下宜丰县狮子岭矿区含锂瓷石矿，是本次公示拟注销的27个采矿权之一。江特电机公告显 示，该公司已提交异议申请。 ...

华泰期货认为，目前，供应端的不确定性是支撑价格偏强的关键因素之一，国内外供应干扰消息层出不 穷。整体来看，短期大概率维持高位震荡，需聚焦产能释放节奏与资金动向，警惕供需边际变化带来的 波动加剧。 智通财经APP获悉，锂业股早盘高开，截至发稿，天齐锂业(09696)涨3.73%，报48.36港元；赣锋锂业 (01772)涨3.61%，报50.85港元。 消息面上，12月17日，碳酸锂期货主力合约大涨近5%，报105600元/吨。据报道，继宁德时代枧下窝矿 被关停后，"亚洲锂都"宜春又现大动作。宜春市自然资源局发布公示，拟对27宗采矿许可证予以注销。 江特电机旗下宜丰县狮子岭矿区含锂瓷石矿，是本次公示拟注销的27个采矿权之一。江特电机公告显 示，该公司已提交异议申请。 ...

Group 1 - The global lithium market is expected to face a supply shortage in 2024, attracting significant industry attention [2] - The electric vehicle (EV) market is projected to reach approximately 22 million units by 2026, with a market penetration rate nearing 30%, leading to a demand for 3,115 GWh of power batteries [3] - Solid-state batteries are emerging as a new highlight in battery technology, with lithium consumption per unit increasing by 22% and 45% compared to traditional lithium-ion batteries [3][4] Group 2 - The commercialization of solid-state batteries is accelerating, with major companies like Toyota and Samsung SDI investing heavily in R&D [4] - Solid-state batteries are expected to significantly increase lithium demand, with a potential need for 336 medium-sized lithium mines by 2035 if they capture 30% of the global battery market [4] - Current lithium mining capacity can only meet 50% of the projected global demand by 2030, highlighting a significant supply gap [5] Group 3 - The rising demand for lithium is expected to increase the cost of lithium carbonate to $17,000 per ton by 2026, a 70% increase from 2025 [6] - The cost of lithium is projected to account for over 40% of the total cost of electric vehicles, reversing the recent profit recovery for automakers [6] - Automakers are increasingly investing directly in lithium mining to secure supply chains, with companies like Stellantis acquiring stakes in lithium mining firms [7] Group 4 - The supply-demand imbalance in the lithium market will test the resilience of the global automotive industry, requiring a balance between cost control, technological preparedness, and supply chain security [8] - Policymakers face challenges in balancing environmental goals with industry realities as lithium becomes a strategic focus for the electric vehicle sector [8]

Group 1 - The core viewpoint of the articles highlights the tightening of lithium supply due to regulatory actions in Yichun, which is expected to lead to a revaluation of the industry [1][2] - The cancellation of 27 mining licenses, including those for lithium mines, indicates a significant shift in compliance requirements for mineral extraction in the region [1][2] - The lithium mica industry in Yichun previously accounted for 18% of global supply, and the shutdown of eight problematic lithium mines has already reduced domestic lithium carbonate supply by 12% [1][2] Group 2 - According to Wukuang Securities, the supply-demand dynamics for lithium carbonate are expected to reverse by 2026, driven by ongoing compliance measures and a recovery in demand from the new energy vehicle and energy storage sectors [2] - Huaxi Securities suggests that while lithium prices may remain volatile in the short term, the clear signals of supply contraction will favor companies with compliant resource reserves [2] - The contraction in lithium supply is anticipated to impact upstream lithium salt processing, leading midstream cathode material companies to secure long-term supply agreements, while downstream battery manufacturers face cost pressures [2] Group 3 - Ganfeng Lithium is recognized as a global leader in the lithium battery sector, covering the entire industry chain from lithium resources to lithium salt, batteries, and recycling [3] - Rongjie Co., Ltd. focuses on lithium mining and processing, holding mining rights for the Sichuan Mica Lithium Spodumene Mine with reserves of 28.99 million tons [4]