每日经济新闻 （责任编辑：张晓波 ） 2026年1月6日，光伏ETF华夏（515370）涨超2%，持仓股奥特维、上能电气涨超12%，固德威涨超 11%。 光伏ETF华夏（515370）跟踪中证光伏产业指数，涉及光伏产业链上、中、下游企业，包括硅片、 多晶硅、电池片、电缆、光伏玻璃、电池组件、逆变器、光伏支架和光伏电站等，能够更好的反映光伏 产业整体表现。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 消息面，2026年1月6日，国内商品期市开盘多数上涨，新能源材料涨幅居前，碳酸锂期货合约上涨 7.6%，现报136100元。 华西证券：光伏配储需求具备刚性，碳酸锂价格底部支撑稳固，建议关注光储一体化项目的成本传 导能力。 ...

2026.01. 06 本文字数：1349，阅读时长大约2分钟 作者 | 一财阿驴 11:31 A股午盘丨沪指涨超1%再创10年新高 截至午盘，沪指涨1.14%，深成指涨0.81%，创业板指跌0.04%，科创综指涨超1%。 盘面上，券商、保险涨幅居前，炒股软件、能源金属、半导体、脑机接口、商业航天、智能驾驶概念 股纷纷走强。CPO、高速铜连接等算力硬件方向调整。 | 板块名称 | | 福长中高 | 福彩票 | 裸传亭数 | | --- | --- | --- | --- | --- | | 高压氧舱 | | ● +6.21% | +0.07% | 17 | | 脑机接口 | H | +5.86% | +0.01% | | | 钛自粉概念 | 1 | +5.25% | +0.08% | | | 【最佳 | | +4.91% | +0.60% | | | 小金属 | | +4.67% | +0.07% | 17 | | 能源金属 | | +3.72% | -0.01% | | | 化学原料 | | +3.65% | +0.05% | | | 互联网保险 | 1 | +3.36% | +0.07% | r | | ...

（责任编辑：刘畅 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 每经AI快讯，12月26日，据广期所公告，经研究决定，交易所将在2026年元旦节休市前后对各品 种期货合约涨跌停板幅度和交易保证金标准做如下调整：自2025年12月30日（星期二）结算时起，工业 硅期货合约涨跌停板幅度及交易保证金标准维持不变；多晶硅期货合约涨跌停板幅度维持不变，投机交 易保证金标准、套期保值交易保证金标准调整为15%；碳酸锂期货合约涨跌停板幅度调整为10%，投机 交易保证金标准调整为12%，套期保值交易保证金标准调整为11%；铂、钯期货合约涨跌停板幅度调整 为13%，投机交易保证金标准、套期保值交易保证金标准调整为15%。2026年1月5日（星期一）恢复交 易后，在各品种期货持仓量最大的合约未出现涨跌停板单边无连续报价的第一个交易日结算时起，工业 硅期货合约涨跌停板幅度及交易保证金标准维持不变；多晶硅、铂及钯期货合约涨 ...

12月26日，广期所公告，根据《广州期货交易所风险管理办法》，经研究决定，交易所将在2026年元旦 节休市前后对各品种期货合约涨跌停板幅度和交易保证金标准做如下调整： 2026年1月5日（星期一）恢复交易后，在各品种期货持仓量最大的合约未出现涨跌停板单边无连续报价 的第一个交易日结算时起，工业硅期货合约涨跌停板幅度及交易保证金标准维持不变；多晶硅、铂及钯 期货合约涨跌停板幅度、投机交易保证金标准及套期保值交易保证金标准维持假期期间标准不变；碳酸 锂期货合约涨跌停板幅度、投机交易保证金标准及套期保值交易保证金标准恢复至调整前水平。 自2025年12月30日（星期二）结算时起，工业硅期货合约涨跌停板幅度及交易保证金标准维持不变；多 晶硅期货合约涨跌停板幅度维持不变，投机交易保证金标准、套期保值交易保证金标准调整为15%；碳 酸锂期货合约涨跌停板幅度调整为10%，投机交易保证金标准调整为12%，套期保值交易保证金标准调 整为11%；铂、钯期货合约涨跌停板幅度调整为13%，投机交易保证金标准、套期保值交易保证金标准 调整为15%。 ...

2026年1月5日(星期一)恢复交易后，在各品种期货持仓量最大的合约未出现涨跌停板单边无连续报价的 第一个交易日结算时起，工业硅期货合约涨跌停板幅度及交易保证金标准维持不变；多晶硅、铂及钯期 货合约涨跌停板幅度、投机交易保证金标准及套期保值交易保证金标准维持假期期间标准不变；碳酸锂 期货合约涨跌停板幅度、投机交易保证金标准及套期保值交易保证金标准恢复至调整前水平。 人民财讯12月26日电，广期所发布通知，根据《广州期货交易所风险管理办法》，经研究决定，交易所 将在2026年元旦节休市前后对各品种期货合约涨跌停板幅度和交易保证金标准做如下调整： 自2025年12月30日(星期二)结算时起，工业硅期货合约涨跌停板幅度及交易保证金标准维持不变；多晶 硅期货合约涨跌停板幅度维持不变，投机交易保证金标准、套期保值交易保证金标准调整为15%；碳酸 锂期货合约涨跌停板幅度调整为10%，投机交易保证金标准调整为12%，套期保值交易保证金标准调整 为11%；铂、钯期货合约涨跌停板幅度调整为13%，投机交易保证金标准、套期保值交易保证金标准调 整为15%。 ...

Report Summary 1. Report Industry Investment Rating No investment rating information is provided in the report. 2. Core Viewpoints - The price of lithium carbonate futures contracts oscillated downward this week. The 2601 contract closed at 90,760 yuan/ton, down 3,880 yuan/ton week-on-week, and the 2605 contract closed at 92,160 yuan/ton, down 4,260 yuan/ton week-on-week. The spot price dropped 500 yuan/ton to 93,250 yuan/ton [1]. - In terms of supply and demand fundamentals, the destocking amplitude slowed down, and overseas shipments continued to increase. The supply is expected to grow, while the destocking speed is expected to slow down due to the seasonal weakness in power demand. Currently, the market lacks new positive drivers, and the trading logic may return to fundamentals, with short - term prices under pressure [2][3]. - The future market outlook is weak and oscillating. The destocking slowdown exerts downward pressure on prices. The price of the futures main contract is expected to trade in the range of 85,000 - 95,000 yuan/ton. It is recommended that upstream enterprises increase the hedging ratio, and there is no recommendation for inter - period trading [3][4][6]. 3. Summary by Relevant Catalogs 3.1 Supply - Side of Lithium Salt (Lithium Ore) - Nigeria's plan to suspend mining activities in the north for six months has limited short - term impact as mainstream lithium mines are not located in this area. Overseas resource shipments are steadily increasing. This week, Australian ore shipments increased by 0.4 million tons to 10.8 million tons, and Chilean shipments further increased to 9,617 tons, reaching a new high in the past four months. The weekly production of lithium carbonate increased by 74 tons to 21,939 tons [2]. 3.2 Mid - Stream Consumption of Lithium Salt (Lithium Salt Products) - The report presents multiple charts related to lithium salt products, including the price trends of battery - grade and industrial - grade lithium carbonate, processing costs, production volume by month, region, and raw material, as well as inventory and import - export volume [14][22][24]. 3.3 Down - Stream Consumption of Lithium Salt (Lithium Batteries and Materials) - The report shows charts of the monthly production and operating rates of lithium battery materials such as lithium iron phosphate and ternary materials, as well as the import - export volume of ternary materials and the installed capacity of Chinese lithium batteries [29][33][35].

据广东证监局披露的一则行政处罚决定书显示，两位从事期货市场信息报道的工作人员，出现编造、传 播虚假信息和从事与其工作职责发生利益冲突的期货交易两大违法行为，合计罚没26.18万元。 据了解，这起案件的处理依据是2022年出台的《中华人民共和国期货和衍生品法》。该法明确规定，各 种传播媒介传播期货市场和衍生品市场信息应当真实、客观，禁止误导行为。此外，相关工作人员不得 从事利益冲突的期货交易和衍生品交易及相关活动。 期货日报网讯(记者刘威魁)为深入贯彻《关于加强资本市场中小投资者保护的若干意见》(简称《若干意 见》)，进一步健全投资者保护机制，11月18日~12月4日，广期所将举办5期"广期所中小投资者服务系 列培训"，围绕期货交易规则、如何做好期货交易风险管理、期货风控制度与中小投资者风险防控体系 建设等内容，做实做细保护教育工作。 期货日报记者了解到，这起案件的两位主角均从事期货市场信息报道工作。2023年11月28日，方某喆、 郑某强在其任职企业网站、手机APP发布快讯，内容涉及某公司碳酸锂放货情况。相关信息发布后被多 家媒体转载。2023年12月1日，上述信息被撤回。 在强监管、防风险、促高质量发展中， ...

Core Viewpoint - The non-ferrous metal sector continues to lead the market, with the Non-Ferrous Metal Leader ETF (159876) showing strong upward momentum and attracting significant capital inflow, indicating positive market sentiment towards the sector [1][6]. Group 1: Market Performance - The Non-Ferrous Metal Leader ETF (159876) has increased by 2.09% and has accumulated 146 million yuan in capital inflow over the past five days, reflecting strong investor confidence in the sector's future [1][6]. - Key stocks such as Shengxin Lithium Energy and Guocheng Mining have surged over 8%, while other companies like Huaxi Nonferrous and Zhongmin Resources have also shown significant gains [3][5]. Group 2: Stock Highlights - The top-performing stocks include: - Shengxin Lithium Energy: +8.26% with a market cap of 37.8 billion yuan [5] - Guocheng Mining: +8.00% with a market cap of 34.9 billion yuan [5] - Huaxi Nonferrous: +5.56% with a market cap of 23.4 billion yuan [5] - Zhongmin Resources: +5.34% with a market cap of 53.2 billion yuan [5] - Other notable performers include Yahua Group and Yongxing Materials, both showing substantial increases [3][5]. Group 3: Industry Drivers - The rapid growth in the non-ferrous metal sector is driven by three main factors: 1. Acceleration of the new energy revolution, leading to increased demand for metals like copper, lithium, and cobalt due to the explosive growth of solar, wind, energy storage, and electric vehicle industries [6]. 2. Supply chain security strategies, with countries enhancing their strategic layout for critical mineral resources, elevating China's position as a major producer and consumer of non-ferrous metals [6]. 3. Technological innovations expanding the applications of non-ferrous metals into high-end manufacturing, semiconductors, and aerospace [6]. Group 4: Future Outlook - Analysts expect the non-ferrous metal sector to continue its bullish trend into the second half of 2025, with a focus on industrial metals like copper and aluminum, energy metals like lithium and cobalt, and strategic assets like gold and rare earths [7][8].

Market Overview - The A-share market experienced a decline with the Shanghai Composite Index down by 0.46%, Shenzhen Component down by 0.11%, and ChiNext down by 0.20%, while the North China 50 index increased by 0.81% [1] - The total trading volume in the Shanghai and Shenzhen markets was 19,303 billion yuan, a decrease of 501 billion yuan from the previous day, with over 2,500 stocks rising [1] Structural Market Analysis - The overall market is maintaining a structural trend under index fluctuations, influenced by concerns over tightening liquidity in overseas markets and the AI business model [1] - The Shanghai Composite Index is near the 4,000-point mark for the first time in 10 years, representing a significant technical and psychological barrier that requires further consolidation [1] - The fourth quarter is a critical period for institutional "high-low switching" adjustments, with a strong momentum for market style rebalancing following a previously dominant tech style [1] Lithium Market Insights - Carbonate lithium futures surged, with prices exceeding 95,200 yuan per ton, marking a 9% increase, leading to a wave of stock price increases in the lithium battery sector [1] - Notable stocks such as Rongbai Technology, Tianhua New Energy, and others saw price limits or increases exceeding 10% [1] - Morgan Stanley upgraded the ratings of Ganfeng Lithium and Tianqi Lithium to neutral [1] Supply and Demand Dynamics - The lithium supply side is facing incremental bottlenecks, while terminal demand remains strong, contributing to a positive fundamental outlook [2] - The continuous reduction of inventory and strong policy guidance, along with large industry orders, are enhancing expectations for energy storage demand [2] - Since Q3, carbonate lithium futures prices have emerged from the year's bottom range, with energy storage demand growth being a significant driver for Q4 pricing [2] - Future developments in long-duration energy storage could lead to a more pronounced increase in carbonate lithium demand [2]

A股市场今天（11月13日）上午整体表现较好，主要指数不同程度上涨。电力设备板块和锂矿概念板块大涨，成为上午A股市场主要亮点。 港股市场今天上午低位震荡，多数时间小幅下跌。 涨停潮！ 消息面上，今天上午国内碳酸锂期货合约大涨，盘中涨幅一度超过3%。 两大板块掀起涨停潮 A股市场今天上午整体表现较好，主要指数不同程度上涨，截至中午收盘，上证指数上涨0.44%，深证成指上涨1.8%，创业板指上涨2.68%，科创50指数上 涨1.79%，北证50指数上涨3.47%。 主要行业板块和赛道方面，若按照申万一级行业划分，电力设备板块领涨，板块盘中涨幅接近5%，个股掀涨停潮，其中华盛锂电、上能电气 （300827）"20cm"涨停，海科新源（301292）、新宙邦（300037）、万润新能等多股涨幅超过10%，另外，维科技术（600152）、石大胜华（603026）、 联泓新科（003022）、恩捷股份（002812）、野马电池（605378）、摩恩电气（002451）、奥特迅（002227）等多股涨停。 有色金属、综合、基础化工、建筑材料、钢铁等板块涨幅居前。 概念板块方面，锂矿概念暴涨，盘中涨幅超过8%。天华新能（30 ...