Core Viewpoint - Lithium stocks continue to rise, driven by increasing lithium carbonate futures prices and supply chain disruptions affecting production timelines [1] Group 1: Market Performance - As of the report, Ganfeng Lithium (01772) increased by 3.47% to HKD 58.1, while Tianqi Lithium (09696) rose by 2.92% to HKD 54.55 [1] - On December 23, lithium carbonate futures prices surpassed RMB 120,000 per ton, with a daily increase of over 5% [1] - The main contract for lithium carbonate further increased by over 5%, reaching RMB 124,360 per ton [1] Group 2: Supply Chain Insights - A major mica lithium mine in Jiangxi announced its first environmental assessment on December 18, leading to delays in production resumption, with no recovery expected in December and challenges anticipated in January [1] - The expectation of inventory accumulation during the off-season is further weakened, while low inventory levels are expected to support price increases in the coming year [1] - If the mine's resumption continues to be delayed, it may not support the demand during the second quarter peak season, amplifying the upward price elasticity of lithium [1] Group 3: Industry Outlook - The China Nonferrous Metals Industry Association's lithium division recently released a report on the lithium industry's performance for November 2025, indicating a gradual increase in lithium carbonate futures prices and greater volatility [1] - The third-quarter performance of lithium companies showed a rebound, with optimistic market expectations for future lithium prices [1] - On the supply side, market inventory is gradually 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 ahead of subsidy reductions, and energy storage is performing well [1]

赣锋锂业（002460）(01772)公布，公司于2025年12月22日完成了发行2025年度第一期科技创新债券(并 购)的发行，实际发行总额为5亿元，发行利率2.33%，本期超短期融资券的募集资金主要用于置换公司 一年内归还并购贷款的自有资金。 ...

12月23日，南下资金今日净买入港股6.11亿港元。 | | 沪股通 | | | | | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | 阿里巴巴-W | 0.6% | 13.67 | 38.63 Z | 腾讯控股 | | 腾讯控股 | -2.0% | -7.78 | 35.07亿 | 中芯国际 | | 中国移动 | -1.0% | -14.82 | 22.04亿 | 阿里巴巴-W | | 中达国际 | 0.0% | -6.29 | 20.19亿 | 中国移动 | | 长飞光纤光缆 | -5.1% | -0.43 | 17.06亿 | 快手-W | | 小米集团-W | -1.5% | -1.09 | 16.48 Z | 小米集团-W | | 快手-W | -3.5% | -1.80 | 13.67亿 | 长飞光纤光缆 | | 石药集团 | 7.6% | 1.50 | 9.11Z | 石药集团 | | 紫尖矿业 | -1.5% | 1.12 | 7.936.L | 中国海洋石油 | | 赣祥铺业 | 4.1% | 0.13 | ...

| 小米集团-W HK 01810 | 5.27亿 | 4.68亿 | 9.95亿 +5931.19万 | | --- | --- | --- | --- | | 长飞光纤 ... | 4.50亿 | 4.441Z | 8.94亿 | | HK 06869 | | | +670.19万 | | 石药集团 HK 01093 | 3.94亿 | 4.49亿 | 8.43亿 -5549.18万 | | 中国海洋 ... | 2.91亿 | 2.58亿 | 5.49亿 | | HK 00883 | | | +3240.71万 | 智通财经APP获悉，12月23日港股市场，北水成交净买入6.11亿港元，其中港股通(沪)成交净卖出5.82亿港元，港股通(深)成交净买 入11.93亿港元。 北水净买入最多的个股是阿里巴巴-W(09988)、美团-W(03690)、紫金矿业(02899)。北水净卖出最多的个股是中国移动(00941)、腾 讯(00700)、中芯国际(00981)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴 ...

智通财经APP获悉，港股恒生指数涨0.18%，涨47点，报25848点；恒生科技指数跌0.42%；港股早盘成 交872亿港元。 东岳集团(00189)盘中涨近4%，26年配额发布，有望支撑HFCs供需偏紧。 新股上市，诺比侃(02635)首挂上市，涨超330%；轻松健康（02661）涨超140%；翰思艾泰-B(03378)破 发跌超40%； 黄金现货+期货价格再创历史新高。理事建议美联储采取更鸽派立场，机构指黄金配置价值依旧突出。 山东黄金(01787)涨6%；招金矿业(01818)涨4%。 今早碳酸锂期货2605合约一度涨4%，最高见118580元/吨。锂业股延续涨势。赣锋锂业(01772)涨超 4%，天齐锂业(09696)涨4%。 力勤资源(02245)再涨超3%，印尼供应扰动不断发酵，镍供给过剩情况有望得到缓解。 昭衍新药(06127)涨超5%，上游实验猴供给端紧张，公允价值变动有望贡献利润。 国泰航空(00293)涨超7%，国泰航空预计十年来首次实现连续年度盈利增长。 华芢生物-B(02396)上市次日再挫逾17%，较招股价已跌逾四成。 药捷安康-B(02617)跌超15%，今日迎基石解禁，累计解禁股 ...

智通财经APP获悉，锂业股延续涨势，截至发稿，赣锋锂业(01772)涨5.28%，报56.8港元；天齐锂业 (09696)涨4.23%，报54.15港元。 消息面上，今早碳酸锂期货2605合约一度涨4%，最高见118580元/吨。中国有色金属工业协会锂业分会 今日发布2025年11月锂行业运行情况。2025年11月，碳酸锂期货价格逐步抬升，波动逐步加大。锂企业 三季报业绩回升，市场对未来锂价预期乐观。供应端，市场库存逐步加速去化，宁德时代旗下锂矿消息 仍形成扰动，锂盐产量小幅下跌，锂辉石提锂产量小幅增加，锂云母提锂产量小幅下跌。需求端，新能 源车在补贴退坡前抢销量，储能表现亮眼。 ...

消息面上，今早碳酸锂期货2605合约一度涨4%，最高见118580元/吨。中国有色金属工业协会锂业分会 今日发布2025年11月锂行业运行情况。2025年11月，碳酸锂期货价格逐步抬升，波动逐步加大。锂企业 三季报业绩回升，市场对未来锂价预期乐观。供应端，市场库存逐步加速去化，宁德时代（300750）旗 下锂矿消息仍形成扰动，锂盐产量小幅下跌，锂辉石提锂产量小幅增加，锂云母提锂产量小幅下跌。需 求端，新能源车在补贴退坡前抢销量，储能表现亮眼。 锂业股延续涨势，截至发稿，赣锋锂业（002460）(01772)涨5.28%，报56.8港元；天齐锂业（002466） (09696)涨4.23%，报54.15港元。 ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 铜： 隔夜内外铜价窄幅震荡，国内精炼铜现货进口维系亏损。宏观方面，美联储官员就明年降息预期继续产 生较大分歧，但市场关注点在于美联储明年新上任主席能否维系美联储货币政策独立性。国内方面，中 国LPR连续七个月维持不变。消息面，据Mysteel，12月19日，中国铜冶炼厂代表与Antofagasta 敲定 2026年铜精矿长单加工费Benchmark为0美元/吨与0美分/磅。库存方面，LME库存下降2650吨至157750 吨；Comex库存增加4247吨至423556吨；SHFE铜仓单增加2803吨至48542吨，BC铜仓单维持1053吨。 需求方面，铜价再度走高，下游企业采购转为谨慎，成交以刚需为主。日央行加息市场反馈是"靴子落 地"，并未引起较大波澜，结合美联储降息和购债呵护，宏观维系偏暖氛围，宽松叙事结构下铜保持偏 强走势。基本面方面，低库存与需求韧性仍构成下方支撑，但价格高位或抑制部分实货买盘，且临近年 关，下游需求或进入淡季叙事。策略上建议维持逢低买入思路，但不宜过度追高。 氧化铝&电解铝&铝合金： 隔夜氧化铝震荡偏强，隔夜 AO26 ...

新华财经北京12月22日电广期所发布关于调整碳酸锂期货指定交割库的公告，其中提到增加碳酸锂期货 交割厂库存放点标准仓单最大量。同意将江西九岭锂业股份有限公司位于江西省宜春市奉新县高新技术 产业园区长青大道888号存放点的标准仓单最大量由1500吨增加至2000吨、位于江西省宜春市宜丰县工 业园区凯扬路存放点的标准仓单最大量由1500吨增加至2000吨；同意将融捷投资控股集团有限公司位于 四川省成都市邛崃市天府新区新邛产业园区羊纵7路18号存放点的标准仓单最大量由600吨增加至900 吨；同意将宜春银锂新能源有限责任公司位于江西省宜春市袁州区彬江镇迎宾路9号存放点的标准仓单 最大量由300吨增加至900吨；同意将江西永兴特钢新能源科技有限公司位于江西省宜春市宜丰县工业园 长新东路存放点的标准仓单最大量由300吨增加至900吨；同意将四川雅化实业集团股份有限公司位于四 川省雅安市雨城区经济开发区永兴大道南段99号存放点的标准仓单最大量由450吨增加至900吨。 根据《广州期货交易所指定交割合库管理办法》等有关规定，经研究决定: 一、新增碳酸锂期货指定交割厂库 新增广西华友锂业有限公司为碳酸锂朝货交割厂库，存放地点 ...

Group 1 - The Hang Seng Index rose by 0.20%, gaining 51 points to close at 25,742 points, while the Hang Seng Tech Index increased by 0.89% [1] - China Duty Free Group (01880) surged by 12% as duty-free shopping on Hainan's first day of closure increased by 61% year-on-year [1] - Lithium stocks continued to rise, with Tianqi Lithium (09696) up over 5% due to expectations of resumption of production, and Ganfeng Lithium (01772) increasing by 4.84% [1] - Jiaxin International Resources (03858) rose over 10% to reach a new high, benefiting from a more than 220% increase in tungsten powder prices this year [1] - Spot gold reached a new historical high, with Goldman Sachs reaffirming a bullish outlook on gold, leading to significant gains in gold stocks such as Lingbao Gold (03330) up 6.8% and China Gold International (02099) up 6.2% [1] - The optical communication sector showed strong performance, with Huiju Technology (01729) rising over 13% due to breakthroughs in optical computing chips, and Changfei Optical Fiber (06869) increasing by 11.01% [1] - Chip stocks strengthened in early trading, with the National Integrated Circuit Investment Fund's third phase focusing on IC substrate fields, leading to a rise of over 7% for SMIC (00981) and 5% for Hua Hong Semiconductor (01347) [1] - Pony.ai-W (02026) increased by over 9%, achieving single-vehicle profitability in Guangzhou, with two models of its seventh-generation vehicle now in production [1] Group 2 - Guoxia Technology (02655) surged over 16% as the company enters a new phase of global development, focusing on deepening "AI+" core technology research in energy storage [2] - WanGuo Gold Group (03939) rose nearly 7%, with its subsidiary Jinling Mining expected to become a world-class gold mine [3] - Goldwind Technology (02208) increased by nearly 5% as domestic wind turbine bidding prices recovered, with institutions optimistic about the profitability recovery of wind turbine manufacturers [4] - Four new stocks listed all fell below their issue prices, with Impression Dahongpao (02695) dropping 25%, Mingji Hospital (02581) down 42%, and Huazhi Biotechnology-B (02396) declining over 8% [4]