Investment Rating - The industry investment rating is Attractive [3][28]. Core Insights - The Natural Resources Bureau of Jiangxi Yichun has ordered eight lithium-related mines, including the Jianxiawo project, to prepare reserve verification reports by September 30 due to flaws in the previous approval process [1][2]. - The total annual production volume of the involved mines exceeds 150,000 tons of lithium carbonate equivalent (LCE) [2]. Summary by Sections Industry Overview - The report highlights potential supply risks associated with the eight lithium mines in Yichun, which are crucial for the lithium supply chain [1][2]. Production Impact - Despite the verification process, a production halt is not expected as it could significantly impact local employment and GDP [2]. Company Ratings - Various companies in the Greater China Materials sector have been rated, with several receiving an Overweight rating, indicating expected performance above the average total return of their industry [58][60].

Core Points - Eureka Lithium Corp. has successfully closed a non-brokered private placement financing, issuing 9,984,993 units for gross proceeds of $823,761.92 [1][2] - Each unit consists of one common share and one purchase warrant, with the warrant allowing the purchase of a share at an exercise price of $0.11 for 24 months [2] - The proceeds from the offering will be used for mineral exploration properties and general working capital [2] Company Overview - Eureka Lithium is the largest lithium-focused landowner in the Nunavik region of Quebec, owning three projects covering 1,408 sq. km [4] - The projects are located near two operating nickel mines with deep-sea port access, enhancing their strategic value [4]

Don't buy a stock just because someone on Wall Street tells you to.Lithium mining hopeful Standard Lithium (SLI 6.04%) -- it's too early to call it a "lithium miner," as it has yet to actually start extracting the mineral -- was trading 6% higher as of 11:25 a.m. ET Friday as investors rushed to buy the stock. And why did they do that?Because Raymond James told them to. What Raymond James says about Standard LithiumAfter the close of trading Thursday, investment bank Raymond James initiated coverage of Stan ...

南华期货碳酸锂企业风险管理日报 2025年07月10日 source： 南华研究 【核心矛盾】 当前锂矿、锂盐和电芯市场均承压于显著的库存压力，去库存进程进展缓慢，中长期供需失衡的格局尚未出 现实质性缓解。当前市场存在两个短期逻辑，在价格下行周期中，锂盐产能过剩引发的出清压力正沿着产业 链向上游矿端传导，而矿价的松动又会反过来加剧锂盐价格的下行惯性，形成"锂盐跌-矿价松-锂盐再 跌"的负反馈循环风险。而期货反弹时则为锂盐企业创造了一定的套保窗口，并刺激生产积极性释放，进而 带动锂矿石的消耗，推动锂矿价格的上涨，形成"期货上涨-产能释放-矿耗增加-矿价跟涨"的阶梯式上涨链 夏莹莹 投资咨询证书：Z0016569 余维函 期货从业证号：F03144703 联系邮箱：yuwh@nawaa.com 投资咨询业务资格：证监许可【2011】1290号 期货价格区间预测 | 品种 | 价格区间预测 | 当前波动率（20日滚动） | 当前波动率历史百分位（3年） | | --- | --- | --- | --- | | 碳酸锂主力合约 | 震荡区间60000-70000 | 19.2% | 17.6% | source： ...

| 行植期货 | | | 碳 酸 ª 译 20250710:国内碳酸锂7月供给预期偏松,国内碳酸锂社会库存量环比增加 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 交易日期(日) | 2025-07-09 | 2025-07-08 | 2025-07-03 | 较昨日变化 | 近两周走势 | | | 近月合约 | 收盘价 | 64700.00 | 65100.00 | 64300.00 | -400.00 | | | | 连一合约 | 收盘价 | 64680.00 | 64240.00 | 64160.00 | 440.00 | | | | 连二合约 | 收盘价 | 64160.00 | 63740.00 | 64080.00 | 420.00 | | | | 连三合约 | 收盘价 | 64160.00 | 63740.00 | 63800.00 | 420.00 | | | | | 收盘价 | 64400.00 | 63880.00 | 64080.00 | 520.00 | | | 砖酸但期货 | | 成交量(手) | ...

2025 年 7 月 10 日 碳酸锂：矿端存增量预期，仓单回升但总量偏低 邵婉嫕 投资咨询从业资格号：Z0015722 shaowanyi@gtht.com 刘鸿儒（联系人） 期货从业资格号：F03124172 liuhongru@gtht.com 【基本面跟踪】 碳酸锂基本面数据 | | | | T | T-1 | T-5 | T-10 | T-22 | T-66 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 2509合约（收盘价） | 64,400 | 520 | 440 | 3,520 | 3,440 | -11,560 | | | | 2509合约（成交量） | 350,125 | -195,280 | -190,310 | -16,618 | 284,794 | 346,679 | | | | 2509合约（持仓量） | 326,895 | -11,139 | 1,321 | -23,511 | 138,865 | 309,525 | | | 盘面 | 2511合约（收盘价） | 64,080 | 540 | 520 ...

碳酸锂企业风险管理策略建议 | 行为 导向 | 情景分析 | 策略推荐 | 套保工具 | 买卖方向 | 推荐比例 | | --- | --- | --- | --- | --- | --- | | 库存 | 产品库存偏高，担心库存 | 为防止库存减值，可以根据库存情况，做空碳酸锂 期货来锁定成品利润 | LC2511 | 卖出 | 70% | | 管理 | 有减值风险 | 卖出看涨期权 | 场外/场内期权 | 卖出 | 30% | | | | 买入虚值看跌期权 | 场内/场外期权 | 买入 | | | 采购 管理 | 未来有采购计划，担心原 料有上涨风险 | 为防止未来碳酸锂价格上涨，依据采购计划买入碳 酸锂远期合约，锁定采购成本 | 远月碳酸锂合约 | 买入 | 依据采购计 划 依据采购计 | | | | 卖出看跌期权 | 场内/场外期权 | 卖出 | | | | | | | | 划 | | | | 买入虚值看涨期权 | 场内/场外期权 | 买入 | | source： 南华研究 【核心矛盾】 当前锂矿、锂盐和电芯市场均承压于显著的库存压力，去库存进程进展缓慢，中长期供需失衡的格局尚未出 现实质性缓解。当前 ...

TORONTO, Canada, July 09, 2025 (GLOBE NEWSWIRE) -- Fury Gold Mines Limited (TSX and NYSE American: FURY) (“Fury” or the “Company”) is pleased to announce drill results from the maiden drill program, totaling 825 metres (m) in 5 holes, on its Ninaaskumuwin lithium discovery at the Elmer East project located in the Eeyou Istchee James Bay region of Quebec (Figure 1). The drilling targeted a spodumene-bearing pegmatite outcrop, which returned surface samples of up to 3.92% Li2O. Highlights from the drill camp ...

Core Points - Lithium Argentina AG will release its second quarter 2025 earnings results on August 11, 2025, before market open [1] - A webcast and conference call will be held on the same day at 10:00am ET to discuss the earnings results [1] - The webcast will be accessible through the Investor Relations section of the company's website [1] Company Overview - Lithium Argentina operates the Cauchari-Olaroz lithium brine operation in Argentina in partnership with Ganfeng [2] - The company is advancing additional lithium resources in the region [2] - Lithium Argentina is listed on both the TSX and NYSE [2]

Investment Rating - The report provides a "Buy" rating for companies IGO, NST, NEM, CMM, BGL, VAU, WGX, and PNR, while recommending a "Sell" rating for MIN and RRL [4]. Core Insights - The report highlights the potential upside for various companies based on their current pricing and NAV valuations, with IGO showing a 2% downside to its price target and NST having a 14% upside [4]. - The report emphasizes the strong performance of gold and lithium sectors, with specific companies positioned favorably for growth [4][8]. Company Summaries - **IGO**: Rated "Buy" with a market cap of US$2.1 billion, current price A$4.32, and a 12-month price target of A$5.03, indicating a 2% downside [4]. - **NST**: Rated "Buy" with a market cap of US$17.4 billion, current price A$18.56, and a 12-month price target of A$22.53, indicating a 14% upside [4]. - **NEM**: Rated "Buy" with a market cap of US$66.7 billion, current price A$90.58, and a 12-month price target of A$98.83, indicating a 7% upside [4]. - **CMM**: Rated "Buy" with a market cap of US$2.7 billion, current price A$9.44, and a 12-month price target of A$10.09, indicating a 6% upside [4]. - **BGL**: Rated "Buy" with a market cap of US$0.9 billion, current price A$0.93, and a 12-month price target of A$0.97, indicating a 29% upside [4]. - **MIN**: Rated "Sell" with a market cap of US$3.2 billion, current price A$24.44, and a 12-month price target of A$20.30, indicating an 18% downside [4]. - **RRL**: Rated "Sell" with a market cap of US$2.2 billion, current price A$4.53, and a 12-month price target of A$4.24, indicating a 1% downside [4]. Commodity & FX Forecasts - The report includes forecasts for various commodities, with gold expected to reach US$3,503 per ounce in Q4 2025 and lithium carbonate projected at US$8,005 per ton in 2025 [8]. - Nickel prices are forecasted to stabilize around US$7.17 per pound in Q4 2025, while copper is expected to be around US$4.52 per pound [8].