The price of the metal has done particularly well, with lithium carbonate rising 25.73% year-to-date, as of November 30, 2025, according to Sprott Asset Management's Jacob White, CFA. Plenty of attention from advisors and investors has been focused on gold, silver, and copper as of late, but those aren't the only metals worth looking at. One metal that may be flying under the radar for many investors and advisors is lithium. Much like the price of Lithium itself, LITP has displayed an extremely strong track ...

南华期货碳酸锂数据日报 2025年12月18日 夏莹莹 投资咨询证书：Z0016569 研究助理：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 一、期货数据 碳酸锂期货主力合约 source： 同花顺,南华研究 元/吨 碳酸锂期货主力合约收盘价 碳酸锂期货主力合约成交量(右轴) 碳酸锂期货主力合约持仓量(右轴) 手 24/12 25/01 25/02 25/03 25/04 25/05 25/06 25/07 25/08 25/09 25/10 25/11 60000 80000 100000 0 500000 1000000 1500000 2000000 碳酸锂期货数据 | 指标 | 本期值 | 日涨跌 | 日环比 | 周涨跌 | 周环比 | 单位 | | --- | --- | --- | --- | --- | --- | --- | | 主力合约收盘价 | 106160 | -2460 | -2.26% | 7280 | 7.36% | 元/吨 | | 主力合约成交量 | 1013916 | -144695 | - ...

由于需求井喷，锂市场的供应短缺问题可能正变得比之前预期的更为严峻。 据追风交易台消息，摩根大通在12月17日发布的研报显示，Lyndon Fagan等分析师们将碳酸锂2026年第四季度的目标价格大幅上调至18000美元/ 吨，远高于目前约13500美元/吨的现货价格。同时，作为锂矿原材料的锂辉石，其目标价也被上调至2000美元/吨，较当前约1100美元/吨的现货价 几乎翻倍。 这一戏剧性的转变直接影响了资本市场。摩根大通宣布，将其覆盖的所有纯锂矿商股评级全面上调至"增持"（Overweight），并显著提高了这些 公司的目标价，认为在强劲的商品价格背景下，这些股票存在显著的上行空间。 报告的核心逻辑在于，尽管全球锂供应正在增加，但其增长速度已无法跟上需求的爆炸式扩张。摩根大通的分析师团队指出，来自储能系统 （ESS）和中国商用车的"重大需求上调"，正导致供需缺口在中期内不断扩大，市场将进入一个"长期的激励价格环境"。 需求超预期上调：储能与商用车成"双引擎" 报告指出，锂需求的增长动力主要来自储能系统（ESS）和电动商用车（CV）两大领域，其增长速度超出了市场预期。 首先，储能系统（ESS）需求持续井喷。受中 ...

SUNNY ISLES BEACH, FL / ACCESS Newswire / December 17, 2025 / Elektros Inc. (OTC PINK:ELEK), a developer of lithium mining operations in Sierra Leone, announced corporate updates and clarifications regarding prior disclosures. Clarification Regarding Mining License From January 01, 2025, to September 2025, the Company did not hold a mining license in Sierra Leone. ...

Key Points China is revoking multiple lithium mining licenses, pushing local lithium prices higher. Global lithium stocks are rising as well. 10 stocks we like better than Sociedad Química Y Minera De Chile › Shares of Sociedad Quimica Y Minera de Chile S.A. (NYSE: SQM), one of the biggest stocks in Chile and a key international supplier of lithium for electric car batteries, jumped 5% through 11:25 a.m. ET. You can thank China for the good news. Image source: Getty Images. Chinese moves the mar ...

Key Points China is canceling old lithium mining licenses, mostly for non-operational mines. Chinese lithium prices spiked on the news, pushing lithium stocks higher today. 10 stocks we like better than Standard Lithium › Shares of Standard Lithium (NYSEMKT: SLI), a Canadian lithium company that produces its white metal from filtering brine primarily in Arkansas, jumped more than 6% in early trading Tuesday. Prices have settled at about a 5% gain as of 11:05 a.m. ET. It all started in China. Imag ...

Key Points China is canceling old lithium mining licenses, mostly for non-operational mines. Chinese lithium prices spiked on the news, pushing lithium stocks higher today. 10 stocks we like better than Sigma Lithium › Shares of Sigma Lithium (NASDAQ: SGML), the Brazilian hard-rock lithium miner, jumped 10.6% through 10:25 a.m. ET this morning -- and China is the reason. The Bureau of Natural Resources in Yichun, Jiangxi Province, plans to cancel 27 mining permits in January. Lithium prices in Chi ...

AvigatorPhotographer / iStock via Getty Images This article will be updated throughout the day, so check back often for more daily updates. The Vanguard S&P 500 ETF (NYSEMKT: VOO) closed down 0.2% on Tuesday, its third straight day of losses, after the U.S. Bureau of Labor Statistics reported fewer job losses for October, and more jobs gained in November -- but unemployment and underemployment both on the rise. As Wednesday dawns, however, the market seems poised for a turnaround and is up 0.3% premarket ...

市场整体表现 - 12月17日A股早盘震荡走强，三大指数集体上涨，上证指数涨0.17%，深证成指涨0.83%，创业板指涨1.21% [1] - 市场呈现热点轮动较快特征，逾3700股下跌，半日成交额1万亿元，较上个交易日缩量987亿元 [1] 焦点个股与板块表现 - 沐曦股份盘中一度涨超700%，股价突破800元大关 [2] - 锂矿概念走强，金圆股份4天2板，盛新锂能涨停 [1] - 电解液概念震荡反弹，天际股份涨停 [1] - 算力硬件概念表现活跃，环旭电子涨停，光模块三巨头集体上涨 [1] - 零售、乳业概念探底回升，庄园牧场直线涨停，利群股份2连板 [1] - 海南、军工等板块跌幅靠前 [3] 热门板块动态 - **液冷服务器概念走强**：延续强势，飞龙股份2连板，英维克涨停，奕东电子、科创新源、欧陆通、大元泵业、思泉新材涨幅靠前 [4] - **能源金属拉升**：盛新锂业、天齐锂业、融捷股份、赣锋锂业涨幅靠前，消息面上碳酸锂期货主力合约盘中涨超6%，相关期权合约暴涨超114% [5] - **AI医疗概念活跃**：美年健康直线涨停，华人健康领涨，卫宁健康、迪安诊断、创业慧康、思创医惠跟涨 [6] 机构核心观点 - **信达证券观点**：认为风格切换可能会越来越强，建议关注低位价值板块，非银金融弹性增加，成长中关注低位的电力设备、AI应用端，周期股半年内也有望存在弹性表现 [7] - **银河证券观点**：短期临近年底，市场震荡结构特征或将延续，行情轮动速度较快，建议重点关注明年政策红利与景气方向的布局机会 [3][8] - **招商证券观点**：展望2026年，投资机会围绕“内需复苏”与“科技自立”两大主轴展开，顺周期风格有望持续占优，重点关注有色金属、机械设备、电力设备、电子、传媒、社会服务等行业 [10] 行业配置主线 - **银河证券配置主线**：主线一为聚焦新质生产力，关注人工智能、具身智能、新能源、可控核聚变、量子科技、航空航天等“十五五”重点领域 [9] - **银河证券配置主线**：主线二为反内卷政策下制造业、资源板块的盈利修复，辅助线为扩大内需政策下的消费板块及出海趋势带来的企业盈利空间 [9]

12月17日，指数红盘震荡。截至9:41，上证指数涨0.06%，深证成指涨0.62%，创业板指涨0.92%。 盘面上，液冷服务器概念延续强势，飞龙股份2连板，英维克涨停，奕东电子领涨，科创新源等跟涨； 锂矿概念走高，金圆股份涨停，国城矿业、大中矿业等跟涨。下跌方面，海南、乳业等板块跌幅靠前。 1、信达证券：风格切换可能会越来越强，关注低位价值板块 信达证券认为，近期配置观点：风格切换可能会越来越强，关注低位价值板块。非银金融弹性逐渐增 加，成长中关注低位的电力设备、AI应用端，周期股半年内也有望存在弹性表现。牛市震荡期之后风 格也容易发生变化。牛市中震荡之后，大小盘风格有很大的概率会变化，成长价值风格转变概率没有明 确的规律，即使成长价值风格不变，领涨板块往往也会出现些变化。 2、银河证券：临近年底市场震荡结构的特征或将延续，关注明年政策红利与景气方向 银河证券认为，短期来看，临近年底，市场震荡结构的特征或将延续，行情轮动速度较快，重点关注明 年政策红利与景气方向的布局机会。配置方面，重点关注以下"两条主线+两条辅助线"：主线一，全球 百年未遇之大变局加速演进，国内经济底层逻辑转向新质生产力，人工智能、具身智 ...