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锂业股再度活跃 市场持续关注供给端扰动 碳酸锂主力合约再涨超5%
Zhi Tong Cai Jing· 2025-08-08 03:40
Group 1 - Lithium stocks are becoming active again, with Tianqi Lithium (002466)(09696) rising by 3.62% to HKD 41.2 and Ganfeng Lithium (002460)(01772) increasing by 1.75% to HKD 27.92 [1] - On August 8, lithium carbonate futures surged, with the main LC2511 contract increasing by over 5% to CNY 75,340 per ton [1] - Galaxy Futures indicates that the significant increase in open interest reflects market belief in a higher probability of production halts in Jiangxi, leading to a speculative bet on a temporary supply shortage [1] Group 2 - The overall supply of lithium carbonate remains high, while demand shows steady growth, indicating a peak season characteristic in the third quarter [1] - The tight balance in the lithium carbonate market provides support for the futures prices [1]
港股异动 | 锂业股再度活跃 市场持续关注供给端扰动 碳酸锂主力合约再涨超5%
智通财经网· 2025-08-08 03:37
消息面上,8月8日,碳酸锂期货再度走高,主力LC2511合约现涨幅扩大逾5%,报75340元/吨。银河期 货认为,盘面增仓大涨反映市场相信江西矿山停产概率增加,资金押注基本面阶段性短缺。锂价短期向 上弹性更高,关注矿证审批工作的结论。碳酸锂供应整体维持高位,需求表现稳中有升,三季度呈现旺 季特征,紧平衡对碳酸锂盘面有支撑。 智通财经APP获悉,锂业股再度活跃,截至发稿,天齐锂业(09696)涨3.62%,报41.2港元;赣锋锂业 (01772)涨1.75%,报27.92港元。 ...
有色金属领涨两市!北方稀土荣登A股吸金榜首,有色龙头ETF(159876)逆市劲涨1.53%!
Xin Lang Ji Jin· 2025-08-07 12:14
今日(8月7日)有色金属板块领涨两市,稀土方向午后爆发,盛和资源领涨超7%,北方稀土涨逾6%, 中国稀土涨超3%;锂业龙头天齐锂业、盛新锂能涨超3%;黄金龙头赤峰黄金涨逾3%,西部黄金涨逾 2%。 消息面上,重点关注今日盘面上较为活跃的稀土和锂业方向: 1、稀土方面,8月稀土产业链进入传统消费旺季,下游需求回升带动采购增加,据SMM,磁材行业部 分大厂订单已经排产至9月中旬,出口管制陆续放松,国内及出口订单均环比走强。供给端,受中美关 税摩擦以及及缅甸国内政治扰动因素影响,上半年国内稀土产品进口量显著下降。 湘财证券表示,供应持续紧张,需求稳中有增,短期价格支撑较强,导致市场看涨情绪增强,后市有望 维持上涨趋势。 太平洋证券指出,中国从稀土资源开发到稀土永磁产业链,规模和技术均全球领先,具有国际定价权。 高性能稀土永磁需求不断增长,未来人形机器人和eVtol的发展将极大地增加高性能稀土永磁的需求。 热门ETF方面,揽尽有色金属行业龙头的有色龙头ETF(159876)走出"V形"走势,早盘场内涨幅最低 下探1.38%,后震荡走高,最终劲涨1.53%,收于日内高点,全天振幅达2.91%,斩获日线4连涨! 深交所数 ...
永杉锂业: 永杉锂业2024年股票期权激励计划首次授予部分第一个行权期行权结果暨股份上市公告
Zheng Quan Zhi Xing· 2025-08-07 10:14
行权结果暨股票上市公告 证券代码:603399 证券简称:永杉锂业 公告编号:2025-047 锦州永杉锂业股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示: ? 本次股票上市类型为股权激励股份;上市股数为6,118,400股。 ? 本次股票上市流通总数为6,118,400股。 ? 本次股票上市流通日期为2025 年 8 月 7 日。 一、本次股票期权行权的决策程序及相关信息披露 锦州永杉锂业股份有限公司(以下简称"公司")于 2025 年 4 月 15 日召开了 第五届董事会第三十三次会议和第五届监事会第二十八次会议,审议通过了《关 于 2024 年股票期权激励计划首次授予股票期权第一个行权期符合行权条件的议 案》,公司董事会认为 2024 年股票期权激励计划(以下简称"本激励计划")首次 授予股票期权第一个行权期行权条件已达成,公司董事会同意符合条件的激励对 象进行股票期权行权,第一个可行权期可行权激励对象总人数合计 63 名,可行权 数量合计 625.28 万份。具体内容详见公司于 2025 ...
北方稀土登顶A股吸金榜!有色龙头ETF(159876)逆市涨逾1%冲击日线5连阳,机构建议把握四条主线
Xin Lang Ji Jin· 2025-08-07 06:10
Core Viewpoint - The non-ferrous metal sector is experiencing rapid rotation, with various metals like gold, copper, aluminum, rare earths, and lithium taking turns in performance, indicating strong market activity [1] Group 1: Market Performance - As of August 7, rare earth stocks are leading the non-ferrous metal sector, with major players like Northern Rare Earth and Shenghe Resources rising over 6% [1] - The non-ferrous metal sector has seen a cumulative increase of 24.91% year-to-date, making it the top-performing sector among 31 categories [6] - The non-ferrous metal ETF (159876) has recorded a 1.07% increase, achieving five consecutive days of gains, reflecting positive market sentiment [1][6] Group 2: Price Movements and Policies - Lithium carbonate futures have surged by 5% to 72,140 yuan/ton, benefiting lithium compound producers [3] - The "anti-involution" policy implemented in Jiangxi and Qinghai is expected to optimize the supply structure of the lithium industry, supporting long-term price stability [3][4] - The Ministry of Industry and Information Technology plans to introduce a growth stabilization plan for key industries, including non-ferrous metals, viewed as a continuation of the 2016 supply-side reform [5] Group 3: Investment Opportunities - Analysts suggest focusing on three major metals: gold, copper, and aluminum, while also considering strategic metals like rare earths due to their geopolitical significance [3][4] - The current low valuation of the non-ferrous metal sector, with a price-to-book ratio of 2.36, indicates potential for valuation recovery [6] - The sector is expected to benefit from increased demand in emerging industries and limited supply growth, leading to a balanced supply-demand situation [5]
港股异动|反内卷仍将主导行业供给端政策 天齐锂业(09696)现涨超6% 赣锋锂业(01772)涨近3%
Jin Rong Jie· 2025-08-07 04:13
Group 1 - Lithium stocks experienced a midday surge, with Tianqi Lithium (09696) rising by 6.33% to HKD 39.3 and Ganfeng Lithium (01772) increasing by 2.88% to HKD 27.12 [1] - The main contract for lithium carbonate futures saw an intraday increase of 5%, reaching CNY 72,140 per ton [1] - A report from Huafu Securities indicated a significant rise in lithium carbonate prices in July, driven by disruptions in Jiangxi and Qinghai mines, along with an expected increase in production in August and price hikes in September due to the traditional peak season [1] Group 2 - Bohai Securities noted that market expectations regarding the "anti-involution" policy are gradually adjusting, leading to weakened sentiment supporting prices; despite a reduction in industry inventory, overall supply remains excessive with limited demand recovery, suggesting short-term price fluctuations [1] - In the medium to long term, the "anti-involution" policy is expected to dominate supply-side regulations in the industry, with a trend towards increased regulatory oversight that may optimize the future supply landscape of the lithium industry, thereby supporting the price center of lithium [1]
锂业分会会长李宇圣一行赴江西宜春锂企业调研
Zheng Quan Shi Bao Wang· 2025-08-07 04:00
人民财讯8月7日电,8月5日—6日,中国有色金属工业协会锂业分会会长李宇圣一行赴江西省宜春市, 对当地几家头部锂企业进行了深入调研,了解中国锂云母提锂产业的发展现状。江西宜春锂云母提锂产 业是我国锂资源供应中的重要一环,锂业分会将一如既往做好三服务工作,与锂行业企业携手应对挑 战,共同促进中国锂产业可持续、高质量发展。 ...
港股异动 | 反内卷仍将主导行业供给端政策 天齐锂业(09696)现涨超6% 赣锋锂业(01772)涨近3%
Zhi Tong Cai Jing· 2025-08-07 03:44
智通财经APP获悉,锂业股午前拉升,截至发稿,天齐锂业(09696)涨6.33%,报39.3港元;赣锋锂业 (01772)涨2.88%,报27.12港元。 消息面上,碳酸锂期货主力合约日内涨幅扩大至5%,报72140元/吨。华福证券发布研报称,7月碳酸锂 价格大幅上涨。江西及青海矿端扰动,叠加8月排产环比提升,9月传统旺季涨价带动板块上涨可期。 (原标题:港股异动 | 反内卷仍将主导行业供给端政策 天齐锂业(09696)现涨超6% 赣锋锂业(01772)涨近 3%) 渤海证券指出,展望未来,当前市场对"反内卷"政策的预期逐渐调整和消化,情绪对价格支撑减弱;当 前行业库存虽出现去化,但整体供给仍然过剩,需求回暖有限,短期价格或震荡运行。中长期看,"反 内卷"仍将主导行业供给端政策,目前行业供给端存在监管加强的趋势,有望优化锂行业未来供给格 局,从而对锂价中枢形成支撑。 ...
反内卷仍将主导行业供给端政策 天齐锂业现涨超6% 赣锋锂业涨近3%
Zhi Tong Cai Jing· 2025-08-07 03:38
锂业股午前拉升,截至发稿,天齐锂业(002466)(09696)涨6.33%,报39.3港元;赣锋锂业(002460) (01772)涨2.88%,报27.12港元。 渤海证券指出,展望未来,当前市场对"反内卷"政策的预期逐渐调整和消化,情绪对价格支撑减弱;当 前行业库存虽出现去化,但整体供给仍然过剩,需求回暖有限,短期价格或震荡运行。中长期看,"反 内卷"仍将主导行业供给端政策,目前行业供给端存在监管加强的趋势,有望优化锂行业未来供给格 局,从而对锂价中枢形成支撑。 消息面上,碳酸锂期货主力合约日内涨幅扩大至5%,报72140元/吨。华福证券发布研报称,7月碳酸锂 价格大幅上涨。江西及青海矿端扰动,叠加8月排产环比提升,9月传统旺季涨价带动板块上涨可期。 ...
“锂王”李良彬财富较高点缩水超250亿旗下赣锋锂业仍处于亏损状态
Xin Lang Cai Jing· 2025-08-05 21:08
Core Viewpoint - The wealth of Li Liangbin, known as the "Lithium King of Jiangxi," has decreased significantly, dropping to 13.26 billion yuan, a reduction of 25.34 billion yuan from its peak in 2022, closely linked to the declining performance of Ganfeng Lithium [1][4]. Financial Performance - In 2022, Ganfeng Lithium achieved a net profit of 20.504 billion yuan, a year-on-year increase of 292.16%. However, in 2023, the net profit plummeted by 75.87% to 4.947 billion yuan, and in 2024, the company reported a loss of 2.074 billion yuan, marking a year-on-year decline of 141.93% [5][6]. - For the first half of 2025, Ganfeng Lithium anticipates a net loss between 300 million to 550 million yuan, compared to a loss of 760 million yuan in the same period last year [6]. Debt Situation - Ganfeng Lithium's debt ratio has risen sharply from 33% in 2021 to 54.95% by the end of the first quarter of 2025 [7]. - The total liabilities increased from 12.89 billion yuan at the end of 2021 to 57.443 billion yuan by the end of the first quarter of 2025, representing a growth of 44.553 billion yuan [8]. - The company has been actively seeking to optimize its debt structure and has registered for the issuance of medium-term notes and short-term financing bonds to alleviate debt pressure [9][10][11].