香港联交所最新资料显示，11月20日，小摩减持赣锋锂业（002460）(01772)159.3302万股，每股作价 59.1323港元，总金额约为9421.56万港元。减持后最新持股数目约为3087.79万股，最新持股比例为 6.91%。 ...

智通财经APP获悉，香港联交所最新资料显示，11月20日，小摩减持赣锋锂业(01772)159.3302万股，每 股作价59.1323港元，总金额约为9421.56万港元。减持后最新持股数目约为3087.79万股，最新持股比例 为6.91%。 ...

Core Viewpoint - The lithium sector is experiencing a rebound after hitting a low, with notable increases in stock prices for several companies, indicating a potential recovery in the market [1] Company Summaries - Tibet Mining has seen its stock price rise by over 4%, reflecting positive market sentiment [1] - Tianqi Lithium, Yongshan Lithium, Ganfeng Lithium, and Yongxing Materials have also experienced stock price increases, suggesting a broader trend of recovery within the lithium industry [1]

Core Viewpoint - Lithium Americas (LAC) has experienced a significant decline in stock price despite securing a loan from the U.S. Department of Energy for the construction of the Thacker Pass lithium mine, which is crucial for U.S. national security in lithium supply [3][16] Group 1: Loan Agreement and Government Stake - In early October, LAC reached a revised loan agreement with the U.S. Department of Energy regarding the Thacker Pass lithium mine, which includes a debt repayment extension in exchange for equity concessions to the government [5] - The U.S. government will acquire a 10% stake in LAC, consisting of 5% through warrants at an exercise price of $0.01 per share and another 5% in the joint venture with no voting rights [6] - The total loan amount provided by the U.S. government is $2.23 billion, with $435 million already disbursed as of October 20 [6] Group 2: Market Trends and Demand - Despite LAC's stock price decline, lithium prices are on the rise, with industry leader Albemarle's stock reaching a multi-year high following predictions of a 30% increase in lithium demand by 2026 [9] - The global demand for electric vehicles remains strong, particularly driven by China, while U.S. investors are overly focused on domestic market weaknesses [11] - Energy storage systems (ESS) are becoming a significant driver of lithium demand, with a projected 22.7% year-on-year growth in global storage installations by 2025 [11] Group 3: Production Expansion Plans - LAC aims to expand its lithium production capacity to 160,000 tons per year, with the first phase targeting an initial capacity of 40,000 tons [14] - The project has an estimated adjusted EBITDA of $2.2 billion based on an average lithium price of $24,000 per ton, with a net present value of $8.7 billion for the Thacker Pass mine [14] - LAC currently holds 59% economic interest in the Thacker Pass joint venture, with General Motors owning 36% and the U.S. government holding 5% [14]

Group 1 - Morgan Stanley's short position in Ganfeng Lithium's H-shares has decreased from 4.45% to 3.86% as of November 19 [1]

资金流向方面，今日该股主力资金净流入1.50亿元，其中，特大单净流入1.24亿元，大单资金净流入 2600.58万元。近5日主力资金净流出1.59亿元。 融资融券数据显示，该股最新（11月24日）两融余额为12.07亿元，其中，融资余额为12.03亿元，融券 余额为383.11万元。近5日融资余额合计减少229.52万元，降幅为0.19%，融券余额合计减少40.50万元， 降幅9.56%。（数据宝） 盛新锂能今日上涨3.06%，全天换手率18.94%，成交额53.17亿元，振幅16.78%。龙虎榜数据显示，机构 净卖出1.00亿元，深股通净买入4358.23万元，营业部席位合计净卖出4269.32万元。 深交所公开信息显示，当日该股因日振幅值达16.78%上榜，机构专用席位净卖出1.00亿元，深股通净买 入4358.23万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交15.85亿元，其中，买入成交额为7.43亿 元，卖出成交额为8.42亿元，合计净卖出9937.01万元。 具体来看，今日上榜的营业部中，共有6家机构专用席位现身，即买二、买三、买四、买五、卖二、卖 三、卖五，合计买入金额3.03 ...

Core Viewpoint - Tianqi Lithium Industries executed a block trade on November 25, with a transaction volume of 60,000 shares and a transaction value of 3.0606 million yuan, at a price of 51.01 yuan, reflecting a discount of 5.01% compared to the closing price of the day [1] Trading Activity - The block trade was conducted by CITIC Securities Co., Ltd. Beijing Hujialou Securities Branch as the buyer and Bank of China International Securities Co., Ltd. Dandong Sanjing Street Securities Branch as the seller [1] - In the last three months, Tianqi Lithium has recorded a total of 2 block trades, with a cumulative transaction value of 5.1411 million yuan [1] Stock Performance - The closing price of Tianqi Lithium on the day of the trade was 53.70 yuan, marking an increase of 4.09% [1] - The stock had a turnover rate of 6.12%, with a total transaction amount of 4.7556 billion yuan, and a net inflow of main funds amounting to 20.1908 million yuan for the day [1] - Over the past five days, the stock has experienced a cumulative decline of 10.41%, with a total net outflow of funds amounting to 753 million yuan [1] Margin Trading Data - The latest margin financing balance for Tianqi Lithium is 3.243 billion yuan, which has increased by 69.2889 million yuan over the past five days, reflecting a growth rate of 2.18% [1]

Market Overview - The expectation for a Federal Reserve interest rate cut in December has significantly increased, leading to a rise in Hong Kong stocks, with the Hang Seng Index briefly surpassing 26,000 points. The index closed up 0.69% at 25,894.55 points, with a total turnover of HKD 231.49 billion [1] - The Hang Seng Tech Index rose by 1.2%, indicating a positive sentiment in the technology sector [1] Blue Chip Performance - Xiaomi Group-W (01810) saw a notable increase of 4.35%, closing at HKD 40.34, contributing 47.94 points to the Hang Seng Index. Founder Lei Jun invested over HKD 100 million to purchase 2.6 million shares, raising his stake to 23.26% [2] - Other blue-chip stocks like Baidu Group-SW (09888) and Alibaba Health (00241) also performed well, with increases of 4.56% and 4.36% respectively [2] Sector Highlights - Major technology stocks experienced gains, with Baidu and Xiaomi both rising over 4%. AI applications and computing power sectors were particularly active, with Bilibili rising over 5% [3] - Lithium stocks saw a surge, with Tianqi Lithium (002466) increasing by 4.81% and Ganfeng Lithium (01772) rising by 3.46%. The chairman of Tianqi Lithium indicated that global lithium demand is expected to reach 2 million tons by 2026, achieving a balance between supply and demand [4] - Gold stocks generally rose, with Chifeng Jilong Gold Mining (06693) up 4.86% and Zijin Mining (02899) up 1.78%. The probability of a 25 basis point rate cut by the Federal Reserve in December is currently at 81% [5] Flight Cancellations Impact - There has been a significant increase in flight cancellations from China to Japan, with a 56% rise compared to the previous month. This has led to a decrease in ticket bookings by approximately 29% [6] Notable Stock Movements - Longpan Technology (02465) surged by 22.89% after announcing a sales agreement worth over HKD 45 billion for lithium iron phosphate materials [7] - Hesai Technology (02525) rose by 13.43% following the launch of a new high-performance smart control chip [7] - Changfei Optical Fiber (06869) increased by 12.74%, driven by advancements in AI computing power [9] - Shandong Xinhua Pharmaceutical (00719) saw a rise of 7.24% due to increased demand for flu medications during the flu season [10]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 11月25日，天齐锂业收涨4.09%，收盘价为53.70元，发生1笔大宗交易，合计成交量6万股，成交金额 306.06万元。 第1笔成交价格为51.01元，成交6.00万股，成交金额306.06万元，溢价率为-5.01%，买方营业部为中信 证券股份有限公司北京呼家楼证券营业部，卖方营业部为中银国际证券股份有限公司丹东三经街证券营 业部。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为514.11万元。该股近5个交易日累 计下跌10.41%，主力资金合计净流出7.3亿元。 责任编辑：小浪快报 ...

Market Overview - The expectation for a Federal Reserve rate cut in December has sharply increased, leading to a rise in Hong Kong stocks, with the Hang Seng Index briefly surpassing 26,000 points [1] - The Hang Seng Index closed up 0.69% at 25,894.55 points, with a total turnover of HKD 231.149 billion [1] Blue Chip Performance - Xiaomi Group-W (01810) saw a notable increase of 4.35%, closing at HKD 40.34, contributing 47.94 points to the Hang Seng Index [2] - Founder Lei Jun invested over HKD 100 million to purchase 2.6 million shares, raising his stake to 23.26%, indicating confidence in the company's growth potential [2] - Other blue chips like Baidu Group-SW (09888) and Alibaba Health (00241) also performed well, with increases of 4.56% and 4.36% respectively [2] Sector Highlights - Major technology stocks generally rose, with AI application and computing power sectors showing significant activity, including a 5% increase in Bilibili [3] - Lithium stocks surged in the afternoon, with Tianqi Lithium rising 4.81% and Ganfeng Lithium up 3.46%, driven by increasing demand for lithium materials [4] - Gold stocks mostly rose, with notable increases in Chifeng Jilong Gold and Zijin Mining, amid expectations of a rate cut by the Federal Reserve [5] Airline Sector - Airline stocks continued to decline, with China Eastern Airlines dropping 5.9% and China Southern Airlines down 1.94%, attributed to a significant increase in flight cancellations to Japan [6] Notable Stock Movements - Longpan Technology (02465) surged 22.89% after signing a supplementary agreement with Chuangneng New Energy for sales exceeding HKD 45 billion [7] - Hesai Technology (02525) rose 13.43% following the launch of a new high-performance smart control chip [7] - The stock of Shandong Xinhua Pharmaceutical (00719) increased by 7.24% due to a spike in demand for flu medications during the flu season [10]