港股午评|恒生指数早盘跌0.80% 锂矿板块逆市大涨

智通财经

Nov 17, 2025

智通财经APP获悉，港股恒生指数跌0.8%，跌213点，报26359点；恒生科技指数跌1.19%，港股早盘成交1185亿港元。

赣锋锂业董事长李良彬日前预测，2026年碳酸锂需求会增长30%，需求达到190万吨。碳酸锂强势突破9万元大关，锂矿股逆市大涨。赣锋锂业(01772)涨超7%，天齐锂业(09696)涨超6%。

上海复旦(01385)涨超4%，国盛投资将成为复旦微电第一大股东。

阜博集团(03738)涨超5%，第三季度总收入同比增长约27%，公司受益AI生成内容版权需求。

潍柴动力(02338)午前涨超4%，全球AI基建扩张，公司AIDC大缸径出货量激增。

康耐特光学(02276)涨超2%，双11智能眼镜品类热卖，机构持续看好公司供应链卡位。

中环新能源(01735)涨5%，与美国海明威家族基金达成全球战略合作伙伴关系。

珍酒李渡(06979)再跌超3%，大珍阶段性暂停部分区域招商，白酒行业仍处调整期。

猫眼娱乐(01896)再跌超5%，近两日累跌逾12%，《鬼灭之刃》目前累计票房接近4亿。

宁德时代(03750)跌超3%，股东黄世霖拟询价转让1%股份。

康龙化成(03759)现跌超5%，月内累跌15%，两股东拟合计减持公司不超1.5%股份。

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