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On December 26, the lithium ore index led the market increase. Many stocks such as Tianhua Xinneng, Yongxing Materials, Dazhong Mining, Guocheng Mining, and Jinyuan Co., Ltd. all rose by more than 5% at the beginning of the market. According to news, on December 26, the intraday price of lithium carbonate futures broke through 130,000 yuan/ton, a new high during the year. Some analysts pointed out that the cancellation of mining rights in Yichun and the delay in the resumption of lithium mine production in the Ningde era tightened supply. Despite short-term pullback pressure, the 2026 supply and demand pattern supported an upward trend in mid-term prices. The automobile sector showed a marked rise in the intraday period, and individual stocks such as Great Wall Motor, Jinlong Motor, and Haima Motor all showed significant gains. BYD rose more than 6%, and its stock price returned to more than 100 yuan, reaching a maximum of 101.45 yuan/share, a record high of nearly a month.

Zhitongcaijing·12/26/2025 02:57:02
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On December 26, the lithium ore index led the market increase. Many stocks such as Tianhua Xinneng, Yongxing Materials, Dazhong Mining, Guocheng Mining, and Jinyuan Co., Ltd. all rose by more than 5% at the beginning of the market. According to news, on December 26, the intraday price of lithium carbonate futures broke through 130,000 yuan/ton, a new high during the year. Some analysts pointed out that the cancellation of mining rights in Yichun and the delay in the resumption of lithium mine production in the Ningde era tightened supply. Despite short-term pullback pressure, the 2026 supply and demand pattern supported an upward trend in mid-term prices. The automobile sector showed a marked rise in the intraday period, and individual stocks such as Great Wall Motor, Jinlong Motor, and Haima Motor all showed significant gains. BYD rose more than 6%, and its stock price returned to more than 100 yuan, reaching a maximum of 101.45 yuan/share, a record high of nearly a month.