Core Viewpoint - The company has established a presence in Argentina by acquiring two salt lake lithium mines, aiming to secure over 10 million tons of lithium resources to support its integrated industrial strategy [2]. Group 1 - The company has engaged in both controlling and equity participation to develop lithium resources in Argentina [2]. - The estimated lithium resource to be controlled by the company exceeds 10 million tons of Lithium Carbonate Equivalent (LCE) [2]. - The company plans to mine the lithium resources based on its own needs and market conditions [2].

格隆汇11月18日丨中伟股份(300919.SZ)在投资者互动平台表示，公司基于产业一体化战略需求，已通 过控股和参股方式，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。公司将根据自身 需求以及市场情况，对阿根廷盐湖锂矿进行开采。 ...

每经AI快讯，有投资者在投资者互动平台提问：有研究认为，公司扎布耶锂矿开采成本虽然比辉锂矿 的成本每吨低2万多元人民币，但藏区的运输成本相对更高，考虑运输成本，成本优势相对有限。请问 是否属实？公司扎布耶的锂矿产品是如何参与市场的，开采成本考虑运输成本后，价格还比辉锂矿更有 优势吗？ （记者 胡玲） 西藏矿业（000762.SZ）11月18日在投资者互动平台表示，扎布耶锂矿凭借资源禀赋和工艺优化，有助 于部分对冲其在运输成本方面的劣势。目前主要产品涵盖电池级和工业级碳酸锂，同时副产氯化钾、铷 铯混盐等。 ...

尽管哈拉以26.69%的得票率暂时领先，然而投票数据显示，约有70%的选民支持四位偏右翼候选 人，其中，得票率24.15%的卡斯特更是一位极端右翼。 当地时间11月16日，智利举行总统和议会选举，左翼执政联盟候选人珍妮特·哈拉（ Jeannette Jara）和极右翼政党智利共和党候选人何塞·安东尼奥·卡斯特（José Antonio Kast）分别以26.69%和 24.15%的得票率进入第二轮投票。因两人都未能达到50%的首轮胜选门槛，最终角逐将于12月14日展 开。 在第一轮投票中，智利显示出明显的右倾趋势。 本次选举还将选出155席下议院议员，以及约半数的参议院议员。 投资者十分关注国会是否转向由 右派主导，因为自1990年以来，智利国会一直由左派议员为主导。 在竞选过程中，卡斯特捕捉到选民的情绪变化，将无证移民称为"国家安全威胁"，主张实施类似美 国总统特朗普推行的强边境管控与驱逐政策。卡斯特承诺，将在智利北部与秘鲁和玻利维亚接壤的沙漠 边境修建16英尺高的围墙、10英尺深的战壕和电网围栏。 在安全政策上，卡斯特呼吁智利国内全面改革以打击有组织犯罪。为了争取更广泛的选民支持，卡 斯特还特意规避了对堕 ...

Market Overview - The military and lithium mining sectors experienced significant growth, with military stocks like Hongxiang Co., Zhongfutong, Jianglong Shipbuilding, and Tengjing Technology hitting the daily limit of 20% increase [3][5] - The Shanghai Composite Index closed down 0.46% at 3972.03 points, while the Shenzhen Component Index and ChiNext Index saw slight recoveries [1][2] Military Sector - The military sector showed strong performance, with several stocks reaching their daily limit, indicating increased investor interest due to rising geopolitical uncertainties [5][7] - Analysts predict a positive trend for the military industry from 2025 to 2027, driven by domestic demand and international military trade orders [7] Lithium Mining Sector - The lithium mining sector also demonstrated robust performance, with stocks like Tianhua New Energy and Shengxin Lithium Energy reaching their daily limit of 20% increase [8][9] - Predictions indicate a 30% increase in lithium carbonate demand by 2026, with potential price increases if demand exceeds expectations [10] AI Application Sector - The AI application sector was active, with stocks such as Xuan Ya International and BlueFocus reaching daily limits of 20% and over 12% increases, respectively [11][12] - Alibaba's recent developments in AI, including the launch of the "Qwen" personal AI assistant, are expected to enhance its market position in the AI sector [13]

Core Viewpoint - 德方纳米 is currently in the process of obtaining mining rights for its investment in 马尔康锂业 through a renewable energy fund [1] Group 1 - 德方纳米 is involved in the lithium industry through its stake in 马尔康锂业 [1] - The company is actively pursuing mining rights, indicating a strategic move to enhance its position in the lithium market [1]

Market Overview - On November 17, A-shares opened slightly lower, with all three major indices showing a downward trend, despite some sector opportunities emerging [1][2] - The Shanghai Composite Index fell by 0.70%, the Shenzhen Component Index decreased by 0.43%, and the ChiNext Index dropped by 0.52% [2] Sector Performance - Defense and military, computer, and forestry sectors showed gains, while the pharmaceutical, precious metals, and insurance sectors struggled [2] - The water supply sector surged by 6.44%, lithium mining by 4.07%, cross-strait integration by 3.57%, and aircraft carriers by 3.17% [3] Notable Stocks - Military stocks experienced significant gains, with companies like Changcheng Military Industry and Aerospace Development hitting the daily limit, and Jianglong Shipbuilding rising by 20% [7][8] - Water supply stocks also saw a collective rise, with Guolian Aquatic Products hitting the daily limit and other companies like Dahu Co. and Zhongshui Fisheries also achieving substantial gains [9] Lithium Sector Insights - The lithium mining sector saw a collective rise, with companies like Dazhong Mining and Rongjie Co. hitting the daily limit, and Ganfeng Lithium and Salt Lake Co. rising over 6% [14] - Ganfeng Lithium's chairman predicted a 30% increase in lithium carbonate demand in 2026, reaching 1.9 million tons, with supply expected to grow by 250,000 tons, indicating a potential price increase [11] Stock Highlights - Furi Co. achieved an 8-day consecutive limit-up, indicating strong market interest [12][13] - The stock price of Furi Co. reached a peak of 12.72 CNY, with a trading volume of 43,061 hands on November 17 [15] Market Sentiment - The market is experiencing a trend of speculative trading, with stocks like Furi Co., Sunrise Group, and Dae Oriental showing consecutive gains, reflecting a growing trend of "name-based trading" [16]

【导读】国防军工高开高走，水产、锂矿等概念股活跃，孚日股份8连板 大家好！新一周的交易日开启，来一起关注最新的市场行情和资讯～ 来看详情—— 军工股高开高走 11月17日，A股三大指数早间小幅低开，盘初震荡后整体下探。截至发稿，三大指数均飘绿。 虽然指数整体表现欠佳，但细分板块有机会。上午，国防军工、计算机、林木等板块走高，水产、锂矿、两岸融合、航母等概念股强势；医药、贵金属、 保险等板块不振。 港股三大指数早间低开，上午同步震荡走低。携程集团跌超4%，领跌恒指概念股。 | 6392.25 | 9335.47 5783.02 | | --- | --- | | 生指数 -0.68% | 国企指数 -0.66% 恒生科技指数 -0.51% | | | 序号代码 名称 现价 涨跌 涨跌幅 * | | - | 552.50-23.500 -4.08% 9961 携程集团-S | | 2 | 2269 药明生物 32.380 -0.940 -2.82% | | က | 10.220 -0.280 -2.67% 0992 联想集团 | | 4 | 2359 药明康德 102.50 -2.700 -2.57% | | | ...

Report Summary 1. Report Industry Investment Rating No investment rating information is provided in the report. 2. Core Viewpoints - This week, the price of lithium carbonate futures contracts showed high - level fluctuations. The 2601 contract closed at 87,360 yuan/ton, up 5,060 yuan/ton week - on - week, and the 2605 contract closed at 87,880 yuan/ton, up 4,940 yuan/ton week - on - week. The spot price rose 4,750 yuan/ton to 85,150 yuan/ton [1]. - In terms of supply and demand fundamentals, short - term demand for power and energy storage has weakened, while shipments from the mining end have increased. The price of lithium ore has exceeded $1,000/ton, and port inventories have increased. Weekly production remained flat at 21,545 tons, and inventory decreased by 3,481 tons to 120,000 tons. This week, the winning bid capacity of energy storage projects was 7.537 GWH, a week - on - week decrease of 22.88%. In October 2025, passenger car retail sales decreased by 1% [2]. - In the future, the price is under upward pressure. The shipping volume of Australian mines has been above the annual average for three consecutive weeks since October 27. The production enterprises of Australian mines have significantly increased the recovery rate, and the supply will increase at the end of this year or in the first quarter of next year. From October to November, the scale of energy storage procurement and bidding has weakened month - on - month. The unilateral price of the futures main contract is expected to range from 73,000 to 88,000 yuan/ton [3]. - For cross - period trading, no recommendations are provided. Lithium salt plants are advised to adopt hedging strategies to lock in profits, and downstream enterprises are advised to reduce the hedging ratio [4]. 3. Summary by Relevant Catalogs 3.1 Market Data - The report presents figures on the price difference between lithium carbonate spot and futures, as well as the cross - period price difference of lithium carbonate futures [1][5]. 3.2 Lithium Salt Upstream Supply - Side (Lithium Ore) - Figures show the processing profit of spodumene concentrate, the average price trend, monthly import volume and price of lithium concentrate, and the monthly import volume and price of Australian lithium concentrate [8][9]. 3.3 Lithium Salt Mid - Stream Consumption - Side (Lithium Salt Products) - Multiple figures display the prices of battery - grade lithium carbonate in different regions, the price trends of domestic battery - grade and industrial - grade lithium carbonate, the processing cost of converting industrial - grade to battery - grade lithium carbonate, the price difference between battery - grade lithium hydroxide in CIF Japan, South Korea and domestic markets, the monthly export volume of lithium carbonate and lithium hydroxide, the monthly production volume, monthly production volume by raw material, monthly production volume by region, weekly production volume, monthly operating rate, monthly import and export volume, and monthly inventory of lithium carbonate [15][22][24]. 3.4 Lithium Salt Downstream Consumption - Side (Lithium Batteries and Materials) - Figures show the monthly production volume and monthly operating rate of lithium iron phosphate, the monthly production volume, monthly operating rate, monthly production volume of various types, import and export volume of ternary materials, the installed capacity of Chinese lithium batteries, and the monthly production volume of various types of domestic power lithium batteries [25][26][28].

盛新锂能公告称，全资子公司遂宁盛新拟与信达金租开展1.5亿元、期限36个月的融资租赁业务，公司 于2025年11月14日为该融资提供连带责任保证。公司此前已审议通过对子公司担保额度预计，担保总金 额不超110亿元。遂宁盛新资产负债率低于70%，本次担保后，此类子公司可用担保额度为70.2亿元。 截至公告日，公司对遂宁盛新担保总额（不含本次）为11.71亿元，公司及控股子公司对外担保余额 （不含本次）为44.10亿元，无逾期担保等情况。 ...