消息面上，继昨日突破13万元/吨关口后，碳酸锂期货今早再强势上行，主力LC2506合约大涨超8%，最 高见137760元/吨。国务院于2026年1月5日印发的《关于固体废物综合治理行动计划的通知》提出，推 动重有色金属矿采选一体化建设，促进尾矿就近充填回填，原则上不再批准建设无自建矿山、无配套尾 矿利用处置设施的选矿项目；推动重点行业固体废物产生量与综合消纳量逐步实现动态平衡。据期货日 报，有市场人士认为，该文件可能会对江西当前某些矿端产生一定影响。 智通财经APP获悉，锂矿股表现活跃，截至发稿，赣锋锂业(01772)涨4.13%，报55.5港元；天齐锂业 (09696)涨3.04%，报54.3港元。 ...

Group 1 - Lithium mining stocks are performing actively, with Ganfeng Lithium (002460)(01772) rising by 4.13% to HKD 55.5 and Tianqi Lithium (002466)(09696) increasing by 3.04% to HKD 54.3 [1] - Lithium carbonate futures have surged, with the main LC2506 contract increasing by over 8%, reaching a peak of CNY 137,760 per ton after breaking the CNY 130,000 per ton mark [1] - The State Council's notification on January 5, 2026, regarding the comprehensive management of solid waste emphasizes the integration of heavy non-ferrous metal mining and selection, which may impact certain mining operations in Jiangxi [1]

格隆汇1月6日｜A股开盘，三大指数涨跌不一，沪指高开0.06%报4026.02点，深证成指高开0.01%，创 业板指低开0.45%。盘面上，脑机接口概念延续前日涨势，创新医疗(002173)、倍益康、三博脑科等涨 停；多重利好消息提振，碳酸锂期货今日大涨8%，锂矿股普遍高开。 ...

（文章来源：每日经济新闻） 每经AI快讯，赣锋锂业(01772.HK)高开近3%，截至发稿，涨2.72%，报54.75港元，成交额1400.51万港 元。 ...

Group 1 - The Hang Seng Index opened up by 0.59%, and the Hang Seng Tech Index rose by 0.79%, with active performance in insurance stocks, lithium mining stocks, and tech stocks [1] - Guotai Junan Securities believes that the current rise in Hong Kong stocks is supported by fundamentals, with signs of structural recovery in profitability starting from the second half of 2024, driven by stabilization in both domestic and external demand [1] - The weighting of new economy-related stocks in the Hang Seng Index has increased from 17% to nearly 50%, indicating a shift towards hard technology sectors such as AI applications, new energy, and semiconductors [1] Group 2 - Guolian Minsheng Securities forecasts that the domestic economy will experience a weak recovery in 2026, benefiting Hong Kong stocks, with an expected inflow of 630 billion to 1,050 billion HKD from southbound funds [2] - The performance of Hong Kong stocks during the New Year holiday is expected to influence the A-share market post-holiday, with a historical correlation coefficient of about 0.5 between the Hang Seng Index's performance during this period and the subsequent performance of the Shanghai Composite Index [2]

盘面上，脑机接口概念股持续发酵；能源金属题材走强，锂矿方向领涨。 09:28 港股有色金属板块高开，中国宏桥涨3%，江西铜业股份涨3%，五矿资源涨2%， 赣锋锂业涨 2%。消息面上，国内期货主力合约涨多跌少，碳酸锂涨超4%，沪银、沪铝、国际铜涨超2%。 09:25 A股开盘丨沪指涨0.06% 沪指涨0.06%，深成指涨0.01%，创业板指跌0.45%，科创综指跌0.14%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3 | 4026.02 | 2.60 | 0.06% | | 399001 | 深证成指 | ﺮ | 13830.30 | 1.67 | 0.01% | | 399006 | 创业板指 | W | 3279.81 | -14.74 | -0.45% | | 000680 | 科创综指 | | 1693.46 | -2.38 | -0.14% | 盘面上，脑机接口概念股持续发酵；能源金属题材走强，锂矿方向领涨；CPO、商业航天、AI应用概念 股走弱。 个股方面，登 ...

A股开盘，三大指数涨跌不一，沪指高开0.06%报4026.02点，深证成指高开0.01%，创业板指低开 0.45%。盘面上，脑机接口概念延续前日涨势，创新医疗、倍益康、三博脑科等涨停；多重利好消息提 振，碳酸锂期货今日大涨8%，锂矿股普遍高开。 ...

Core Viewpoint - The lithium carbonate futures market has shown a strong upward trend, with the main LC2506 contract surpassing 130,000 yuan/ton, driven by optimistic market sentiment despite no significant changes in the fundamental market conditions compared to before the holiday [3][10]. Group 1: Market Dynamics - As of January 5, 2026, the LC2506 contract increased by 7.74% to 129,980 yuan/ton [3][10]. - The National Development and Reform Commission and the Ministry of Finance announced a continuation of the "old for new" subsidy policy for heavy trucks and passenger cars, which has improved market expectations for electric vehicle demand in Q1 2026 [3][10]. - Analysts believe that the current price increase in lithium carbonate is largely influenced by multiple positive news factors, reflecting a more optimistic market atmosphere [3][10]. Group 2: Supply and Demand - The supply-demand dynamics for lithium carbonate are showing signs of marginal weakening, with a reported 6% decrease in downstream demand and a 2.5% decrease in supply for January 2026 [5][12]. - Despite the decrease in demand, it is better than previous market expectations, with battery production remaining strong [5][12]. - As of December 25, 2025, lithium carbonate weekly inventory was 109,605 tons, a decrease of 168 tons, indicating that inventory depletion may be nearing its end [5][13]. Group 3: Market Sentiment and Future Outlook - Market sentiment remains positive, but there are concerns about potential downward pressures due to a decrease in new energy vehicle wholesale sales, which fell by 8% month-on-month in December 2025 [6][12]. - Analysts suggest that while the current market conditions are favorable, the short-term price increase may be excessive, and the rising costs of battery materials could impact the growth of energy storage [6][14]. - Future demand expectations remain strong, but the market's emotional response to price changes is significant, with potential risks of a return to lower expectations [7][14].

Group 1 - Lithium carbonate futures surged by 7.74% on January 5, closing at 129,980 yuan/ton, with spot prices also reaching a new high of 124,350 yuan/ton, up 7,100 yuan from the previous day [2][3] - The increase in lithium carbonate prices is attributed to strong demand and supply constraints, with a shift from oversupply to a tight balance in the market [4][5] - Inventory levels of lithium carbonate have been declining for 19 consecutive weeks, indicating a tight supply situation [5] Group 2 - Predictions indicate that domestic lithium carbonate supply will increase by nearly 59% in 2026 due to the ramp-up of production from salt lakes and the resumption of operations at lithium mica mines in Jiangxi [5] - Global lithium carbonate demand is expected to reach 202,000 tons in 2026, with a significant increase in demand from energy storage applications, which is projected to grow by 60% [6] - The ongoing demand for energy storage is crucial for the lithium carbonate industry, with nearly 50% of sales now directed towards energy storage customers [6] Group 3 - Companies are increasingly pursuing mergers and acquisitions in the lithium sector, with notable transactions including Hualian Holdings acquiring overseas salt lake assets and Salt Lake Co. investing over 4.6 billion yuan to acquire a 51% stake in Minmetals Salt Lake [6][7] - Salt Lake Co. is expected to increase its lithium carbonate production capacity to 9.5 tons per year following the acquisition of Minmetals Salt Lake, further solidifying its position as an industry leader [7]

证券日报网讯 1月5日，盐湖股份（000792）在互动平台回答投资者提问时表示，公司开展碳酸锂期货 业务，旨在有效对冲市场价格波动风险，保障经营稳定性，该业务总体已为公司带来正向收益。公司 2025年业绩预告已对外披露，报告期内业绩较上年同期实现大幅增长，具体财务数据请关注公司后续发 布的定期报告。 ...