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赣锋锂业

30.800

0.000

成交量：3,216.49万

成交额：9.98亿

市值：621.29亿

市盈率：-27.30

高：31.950

开：31.950

低：30.050

收：30.800

数据加载中...

总览公司新闻公告

【盘后日评20250725】碳酸锂日报

上海大陆期货

连续逼空！商品期货上演疯狂一周焦煤期货四连板

赣锋锂业07月25日主力净流出5554.3万元散户资金买入

碳酸锂主力合约触及涨停，“反内卷”预期持续加强

界面有连云

0725热点追踪：碳酸锂延续大涨，警惕周末持仓风险

中邮证券：碳酸锂供需边际改善，2027-2028年或迎百万吨级别需求增长

碳酸锂主力合约触及涨停机构：谨慎追高

港股异动 | 锂业股再度走高碳酸锂期货突破8万大关市场持续关注供应端扰动

光大期货：7月25日有色金属日报

港股早评：三大指数低开金融股回调有色金属股、水泥股强势

赣锋锂业收购流产后，江特电机再寻新“东家”

国内锂矿合规审查趋严，供需格局边际好转

赣锋锂业质押五矿盐湖49%股权及两个矿权进行融资担保

暴拉！涨停！

中证新能源汽车指数上涨2.67%，前十大权重包含长安汽车等

瑞银解析中国周期行业动态：铁矿、煤炭、锂板块迎来关键变量

江西锂矿审批风波发酵：成本与环保双线博弈，锂矿行业或加速洗牌

每日卖空追踪 | 赣锋锂业 07月24日卖空量成交207.46万股，卖空比例为4.04%

港股异动 | 天齐锂业涨近16%，赣锋锂业涨超13%，锂矿供应扰动推升锂价

老虎资讯综合

港股异动 | 市场关注藏格锂业停产等供应端扰动天齐锂业(09696.HK)涨超15% 赣锋锂业(01772.HK)涨超13%

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13:52","pubTimestamp":1753422779,"startTime":"0","endTime":"0","summary":"周五，碳酸锂主力合约再度冲击涨停，截至发稿虽未封住涨停，但涨幅仍在7%以上，且维持10%以上增仓。现货价格方面，电池级碳酸锂平均价上涨100元/吨至70550元/吨，工业级碳酸锂平均价上涨100元/吨至68900元/吨，电池级氢氧化锂（粗颗粒）上涨700元/吨至60520元/吨。需求端，7月排产环比小幅增加，两大主材消耗碳酸锂环比增加3%至8.08万吨左右。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072513530694b9db06&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12:46","pubTimestamp":1753418809,"startTime":"0","endTime":"0","summary":"远期看，全固态电池或于2027年商业化批量上车，2027-2028年对碳酸锂需求量有望达2.66、18.66万吨LCE。看好碳酸锂2027-2028年实现供需平衡。综合来看，碳酸锂目前仍处于供过于求状态，但供给端受政策收紧和产能出清影响边际改善，成本曲线上移，需求端维持较高增速，叠加2027年固态电池上车影响，碳酸锂或于2027-2028年实现供需平衡，价格有望达到10万元/吨以上。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072512472694b9bf67&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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