业内人士表示，碳酸锂价格的回暖，有望带动拥有自有矿和盐湖的生产企业业绩修复。 1月30日，锂矿板块大跌，截至14:40，锂矿板块跌超6%，西部矿业、中矿资源、天齐锂业等跌超7%。 对此，赣锋锂业、雅化集团等多家锂矿企业回应中国证券报·中证金牛座记者称，公司生产经营一切正 常。 其中，一家不愿具名的企业负责人对记者表示："公司产品供不应求，产销正常，现在没有什么库存。" 上海钢联数据显示，2025年下半年以来，电池级碳酸锂价格持续上涨，从7万元/吨左右一度涨至17万 元/吨左右。 ...

Core Viewpoint - The data indicates significant outflows of main funds from various stocks, with notable declines in share prices across multiple sectors, particularly in the rare metals and non-ferrous metals industries [1][2][3] Group 1: Stock Performance and Fund Outflows - BlueFocus Media experienced a fund outflow of 1.638 billion yuan, with a share price decline of 3.59% [2] - Northern Rare Earth saw a fund outflow of 1.321 billion yuan, with a share price drop of 8.72% [2] - Zijin Mining reported a fund outflow of 1.256 billion yuan, with a decrease in share price of 8.33% [2] - Tongling Nonferrous Metals had a fund outflow of 1.232 billion yuan, with a share price decline of 10.01% [2] - Luoyang Molybdenum experienced a fund outflow of 1.128 billion yuan, with a share price drop of 9.21% [2] Group 2: Sector Analysis - The rare metals sector, represented by Northern Rare Earth and Luoyang Molybdenum, is facing significant fund outflows and price declines [2][3] - The non-ferrous metals sector, including companies like Zijin Mining and Tongling Nonferrous Metals, is also experiencing substantial outflows, indicating potential challenges in this industry [2][3] - The energy metals sector, represented by Tianqi Lithium and Ganfeng Lithium, shows notable fund outflows, with share price declines of 8% and 7.46% respectively [2][3]

星展发表研报指，赣锋锂业预计2025年度净利润将介乎11亿至16.5亿元。该行预期，在江西锂矿获得采 矿许可前，锂价仍将维持高位，相信锂行业的盈利能力将于2026年触底反弹。该行维持赣锋锂业"买 入"评级，以预测市盈率40倍及H股较A股折让两成计，将H股目标价由39港元大幅上调至83港元，A股 目标价则由45元上调至92元。 ...

Group 1 - The core viewpoint of the news is the anticipation of Kevin Warsh being nominated as the new Federal Reserve Chairman, which has led to a significant drop in the prices of non-ferrous stocks [1] - The market prediction for Warsh's nomination has surged to 87% according to Polymarket, indicating strong market sentiment towards a hawkish candidate [1] - The report from Guojin Securities outlines the main logic for the non-ferrous sector this year, highlighting low supply due to low capital expenditure, domestic anti-competition measures, and overseas resource nationalism [1] Group 2 - The demand for non-ferrous metals is driven by AI, new energy, and the reconstruction of manufacturing in Europe and the US [1] - The report emphasizes strong inventory replenishment due to low existing inventories across supply chains and the initiation of a national reserve cycle in the US [1] - Despite recent price volatility due to regional issues, the fundamental outlook for commodity prices remains strong, with macroeconomic fluctuations being the only potential disruptor [1] Group 3 - As of January 30, 2026, the non-ferrous metal industry index (399395) saw significant declines in major stocks, with Nanshan Aluminum leading at a drop of 10.05% [2] - The non-ferrous ETF Penghua (159880) decreased by 8.66%, with a latest price of 2.39 yuan and a net inflow of 11 million units over the past seven days [2] - The top ten weighted stocks in the non-ferrous metal industry index account for 51.65% of the index, including companies like Zijin Mining and Ganfeng Lithium [2]

下跌，截至发稿，跌8.98%，报61.8港元，成交额5.47亿港元。 消息面上，赣锋锂业近日发布年度业绩预告，预计全年实现净利润11亿元至16.5亿元，同比增长153.04%至179.56%，去年同期亏损20.74亿元。值得注意的 是，公司持有的Pilbara Minerals股票价格变动带来的公允价值变动收益贡献约10.3亿元利润，期内扣非净利润亏损3亿元至6亿元。 东吴证券发布研报称，25Q4业绩亮眼，扣非净利略好于预期；25Q4锂盐出货环比持平，涨价贡献弹性。展望26年，该行预计公司锂盐出货量21万吨，同比 +25%，资源自供规模13-14万吨，若按照碳酸锂价格15万元/吨，对应可贡献90亿元+利润。 编辑/doris ...

Group 1 - The A-share market saw a collective decline in lithium mining stocks, with notable drops including Nepean Mining falling nearly 12% and several other companies hitting the daily limit down [1] - The main contract for lithium carbonate experienced a limit down, with a decrease of 11%, currently priced at 148,200 yuan per ton [1] Group 2 - Specific stock performances included Nepean Mining down 11.46% with a market cap of 8.152 billion yuan, and other companies like Meiyuan Co. and Tibet Zhufeng both down 10% [2] - Other significant declines included Western Mining down 9.99% with a market cap of 84.8 billion yuan, and Tianqi Lithium down 8.74% with a market cap of 88.5 billion yuan [2]

Core Viewpoint - Ganfeng Lithium's stock experienced a significant decline of over 8% in early trading, currently down 6.77% at HKD 63.3, with a trading volume of HKD 440 million [1] Financial Performance - The company forecasts a net profit of between CNY 1.1 billion and CNY 1.65 billion for the year, representing a year-on-year increase of 153.04% to 179.56%, compared to a loss of CNY 2.074 billion in the same period last year [1] - A notable contribution of approximately CNY 1.03 billion to profit is attributed to fair value changes from the fluctuation in the stock price of Pilbara Minerals, while the non-recurring net profit is expected to show a loss between CNY 300 million and CNY 600 million [1] Market Outlook - Dongwu Securities reported that the performance for Q4 2025 is expected to be strong, with non-recurring net profit slightly exceeding expectations; lithium salt shipments are projected to remain stable quarter-on-quarter, with price increases contributing positively [1] - For 2026, the company is anticipated to achieve lithium salt shipments of 210,000 tons, a year-on-year increase of 25%, with self-supply resources estimated at 130,000 to 140,000 tons; assuming a lithium carbonate price of CNY 150,000 per ton, this could contribute over CNY 9 billion in profit [1]

Core Viewpoint - Ganfeng Lithium's stock experienced a significant decline of over 8% in early trading, currently down 6.77% at HKD 63.3, with a trading volume of HKD 440 million [1] Financial Performance - Ganfeng Lithium recently released its annual earnings forecast, expecting a net profit of between CNY 1.1 billion and CNY 1.65 billion, representing a year-on-year increase of 153.04% to 179.56%, compared to a loss of CNY 2.074 billion in the same period last year [1] - The fair value changes from the company's holdings in Pilbara Minerals contributed approximately CNY 1.03 billion to profits, while the non-recurring net profit is expected to show a loss between CNY 300 million and CNY 600 million [1] Market Outlook - Dongwu Securities published a report indicating that Ganfeng Lithium's performance in Q4 2025 is expected to be strong, with non-recurring net profit slightly exceeding expectations; lithium salt shipments are projected to remain stable quarter-on-quarter, with price increases contributing to profit elasticity [1] - For 2026, the firm anticipates the company's lithium salt shipment volume to reach 210,000 tons, a year-on-year increase of 25%, with self-supply resources estimated at 130,000 to 140,000 tons; assuming a lithium carbonate price of CNY 150,000 per ton, this could contribute over CNY 9 billion in profits [1]

本次出售后，赣锋国际尚持有PLS140,494,971股普通股(包含领式期权交易的部分)，约占截至目前PLS 已发行普通股总数的4.36%。 赣锋锂业（002460）(01772)公布，2026年1月，公司全资子公司GFL International Co.,Ltd(以下简称"赣锋 国际")通过二级市场大宗交易出售PLS Group Ltd(曾用名：Pilbara Minerals Limited，证券代码：PLS， 以下简称"PLS")3219万股普通股，出售金额(扣除交易费用等后)共计约1.6亿澳元。 ...

本次出售后，赣锋国际尚持有 PLS140,494,971 股普通股(包含领式期权交易的部分)，约占截至目前 PLS 已发行普通股总数的4.36%。 智通财经APP讯，赣锋锂业(01772)公布，2026 年 1 月，公司全资子公司 GFL International Co.,Ltd(以下 简称"赣锋国际")通过二级市场大宗交易出售PLS Group Ltd(曾用名：Pilbara Minerals Limited，证券代 码：PLS，以下简称"PLS")3219万股普通股，出售金额(扣除交易费用等后)共计约1.6亿澳元。 ...