2025.12.26 本文字数：1430，阅读时长大约2分钟 作者 |一财阿驴 11:31 A股午盘丨沪指午前小幅跳水半日跌0.19% 截至午盘，沪指跌0.19%，深成指涨0.17%，创业板指跌0.15%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 7 | 3952.09 | -7.53 | -0.19% | | 399001 | 深证成指 | হ | 13554.07 | 22.66 | 0.17% | | 399006 | 创业板指 | W | 3234.63 | -4.72 | -0.15% | 盘面上，AI产业链集体回调，CPO、液冷、高速铜概念跌幅居前，机器人、光刻机等科技类题材普遍休 整；锂电池产业链逆势爆发，有色行业集体加速，洛阳钼业、紫金矿业双双历史新高，商业航天概念开 始分化。 | 板块名称 | 涨幅号 | 涨速 | 张停数 | | --- | --- | --- | --- | | 海南自贸区 | +3.83% | +0.48% | 4 | | 海南 | ...

2025.12. 26 本文字数：1430，阅读时长大约2分钟 作者 | 一财 阿驴 11:31 A股午盘丨沪指午前小幅跳水半日跌0.19% 截至午盘，沪指跌0.19%，深成指涨0.17%，创业板指跌0.15%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 5 | 3952.09 | -7.53 | -0.19% | | 399001 | 深证成指 | ﺟ | 13554.07 | 22.66 | 0.17% | | 399006 | 创业板指 | 14 | 3234.63 | -4.72 | -0.15% | 盘面上，AI产业链集体回调，CPO、液冷、高速铜概念跌幅居前，机器人、光刻机等科技类题材普 遍休整；锂电池产业链逆势爆发，有色行业集体加速，洛阳钼业、紫金矿业双双历史新高，商业航天 概念开始分化。 | 板块名称 | 涨幅号 | 涨速 | 涨停数 | | --- | --- | --- | --- | | 海南自贸区 | +3.83% | +0.48% | પ | | ...

12月25日｜碳酸锂期货主力合约涨超1%，早前一度跌超6%。 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 ...

本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 12月24日｜碳酸锂期货主力合约涨超5%，现报123740元/吨。 ...

Core Viewpoint - The main focus of the article is the significant increase in lithium carbonate futures, with the leading contract experiencing a daily rise of 4%, currently priced at 104,980 yuan per ton [1] Group 1 - Lithium carbonate futures have shown a notable daily increase, indicating strong market demand and potential investment opportunities in the lithium sector [1]

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 快讯：2025年12月17日，碳酸锂期货主力合约涨超7%，报108120元/吨。 新浪合作大平台期货开户 安全快捷有保障 责任编辑：赵思远 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 快讯：2025年12月17日，碳酸锂期货主力合约涨超7%，报108120元/吨。 新浪合作大平台期货开户 安全快捷有保障 责任编辑：赵思远 ...

本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 12月3日｜碳酸锂期货主力合约日内跌超3%，现报93400元/吨。 ...

Group 1 - The rare metals sector has shown signs of recovery, with the CSI Rare Metals Theme Index rising by 0.54% as of 13:19 on November 27, 2025, driven by significant increases in stocks such as Yunnan Zhenye (+5.63%) and Tin Industry Co. (+4.90%) [1] - The supply-side uncertainty and a substantial increase in demand from downstream sectors like energy storage and power batteries have led to a surge in lithium carbonate futures, which previously exceeded 100,000 yuan/ton [1] - Strategic minor metals are characterized by limited reserves, high extraction difficulty, and insufficient supply elasticity, while rapid growth in demand from new energy, semiconductors, and military industries exacerbates supply-demand conflicts [1] Group 2 - According to Shenwan Hongyuan Research, the minor metals sector is expected to experience positive changes in 2026, with high growth in energy storage demand prompting an earlier reversal cycle in the lithium carbonate industry [1] - The ongoing re-evaluation of strategic minor metals such as rare earths, tungsten, and antimony will be supported by the reshaping of the global credit landscape and the continuation of the Federal Reserve's interest rate cuts [1] - As of October 31, 2025, the top ten weighted stocks in the CSI Rare Metals Theme Index include Northern Rare Earth, Luoyang Molybdenum, and Huayou Cobalt, collectively accounting for 60% of the index [1]

Core Viewpoint - The article highlights the performance of various sectors in the A-share market, noting significant gains in the ChiNext index and specific stocks related to CPO concepts, while also mentioning declines in military and AI application stocks [3]. Market Performance - As of midday, the Shanghai Composite Index rose by 0.14%, the Shenzhen Component Index increased by 1.61%, and the ChiNext Index surged by 2.76% [3]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.14 trillion yuan, a decrease of 39 billion yuan compared to the previous trading day, with over 2800 stocks rising [5]. Sector Highlights - The CPO concept stocks continued to perform strongly, with Zhongji Xuchuang rising over 13% to reach a new high, and other related stocks like Changguang Huaxin and Saiwei Electronics also seeing significant gains [8]. - The pharmaceutical sector showed active performance, with a 3.18% increase in the pharmaceutical commercial index and multiple stocks achieving notable gains [5][12]. - Military stocks experienced a downturn, with companies like Jiuziyang and Jianglong Shipbuilding dropping over 10% [9]. Stock Specifics - Industrial Fulian saw a 5.11% increase, trading at 59.51 yuan [6]. - Zhongji Xuchuang's market capitalization exceeded 600 billion yuan following its price surge [8]. Trading Dynamics - The trading volume surpassed 10 billion yuan, reflecting a decrease of over 600 billion yuan compared to the same time the previous day [7]. - The market saw a broad increase in stocks, with nearly 3800 stocks rising in value [11].

Core Viewpoint - Lithium carbonate futures main contract increased by over 4% in a single day [1] Group 1 - The rise in lithium carbonate futures indicates a growing demand and potential bullish sentiment in the lithium market [1]