2025年11月27日,稀有金属板块止跌回暖,截至13:19,中证稀有金属主题指数上涨0.54%,成分股云南锗业上涨5.63%,锡业股份上涨4.90%,三祥新材上涨3.32%,赣锋锂业上涨1.73%,金钼股份上涨1.53%。今年下半年以来,受供给端不确定性持续影响,叠加下游储能、动力电池需求大幅增长,碳酸锂期货主力合约此前一度突破10万元/吨大关。战略小金属储量有限、开采难度大且供给弹性不足,同时...
Source Link2025年11月27日,稀有金属板块止跌回暖,截至13:19,中证稀有金属主题指数上涨0.54%,成分股云南锗业上涨5.63%,锡业股份上涨4.90%,三祥新材上涨3.32%,赣锋锂业上涨1.73%,金钼股份上涨1.53%。今年下半年以来,受供给端不确定性持续影响,叠加下游储能、动力电池需求大幅增长,碳酸锂期货主力合约此前一度突破10万元/吨大关。战略小金属储量有限、开采难度大且供给弹性不足,同时...
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