格隆汇8月11日｜赣锋锂业(002460)(002460.SZ)今日涨停，换手率8.43%，成交额40.33亿元。龙虎榜数 据显示，深股通买入3.53亿元，卖出9545万元，合计净买入2.58亿元；游资"南京帮"为买三席位，净买 入3322万元；一家机构净买入4404万元。上榜席位全天买入5.61亿元，卖出2.55亿元，合计净买入3.06 亿元。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com | 关入金额最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买人金额(万) | 占总成交比例 | 卖出金额(万) | 占总成交比例 | 净额(万)2 | | | 深股诵专用 | 532 45.49% | 2 | 35315.52 | 8.76% | 9545.3 ...

| 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | --- | | 1 | 深股通专用 | 532次 45.49% | 2 | 35315.52 | 8.76% | | 2 | 招商证券股份有限公司北京建国路证券营业部 | 6次 50.00% | | 187.33 | 0.05% | | 3 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 948 29.43% | | 2531.11 | 0.63% | | র্ব | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | 595次 26.22% | | 1837.84 | 0.46% | | 5 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 874次 29.41% | ▶ | 3183.32 | 0.79% | | | (买入前5名与卖出前5名)总合计: | | | 56103.73 | 13.91% | 赣锋锂业(002460.SZ)今日涨停，换手率8.43%，成交额40.33亿元。龙虎榜数据显示，深股通买入3.53亿元，卖出9545万元，合计 ...

（原标题：赣锋锂业8月11日龙虎榜数据） 赣锋锂业今日涨停，全天换手率8.43%，成交额40.33亿元，振幅6.38%。龙虎榜数据显示，机构净买入4403.59万元，深股通净买入2.58亿元，营业 部席位合计净买入475.07万元。 深交所公开信息显示，当日该股因日涨幅偏离值达8.58%上榜，机构专用席位净买入4403.59万元，深股通净买入2.58亿元。 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交8.16亿元，其中，买入成交额为5.61亿元，卖出成交额为2.55亿元，合计净买入3.06 亿元。 (产品代码: 560800) 融资融券数据显示，该股最新（8月8日）两融余额为32.34亿元，其中，融资余额为32.28亿元，融券余额为587.36万元。近5日融资余额合计增加 3809.14万元，增幅为1.19%，融券余额合计减少26.90万元，降幅4.38%。（数据宝） 赣锋锂业8月11日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 深股通专用 | 35315.52 | 9545.34 ...

热门板块方面 盘面上，大型科技股涨跌互现，阿里巴巴涨1.89%，百度涨0.81%。以太币创2021年来新高，比特币再 度突破12万美元，加密货币相关概念股大涨；宁德时代（300750）江西锂矿确认停产，"锂矿双雄"放量 走强；重大项目持续推进，水泥股继续活跃；苹果概念、纸业股、奶牛养殖标的等走高。另一边，黄金 关税乌龙引发金价波动，黄金股集体下挫；博彩股、餐饮股、芯片股多数疲软。 港股今三大指数今日走势不一，恒指早盘探底回升，国指及恒科指午后均震荡转跌。截止收盘，恒生指 数涨0.19%或47.99点，报24906.81点，全日成交额为2009.02亿港元；恒生国企指数跌0.08%，报8888.08 点；恒生科技指数跌0.01%，报5460.02点。 东吴证券表示，对港股持谨慎乐观态度，认为港股还处在震荡向上趋势中，下行有底。继续关注潜在增 配资金风偏。该行认为，南向资金还有提高仓位潜力；市场持续关注红利，自下而上寻找景气行业；尽 管市场明显提高了美联储降息的预期，促进股票市场反弹，但不能忽视对等关税或有风险；中长期看， 依旧担心海外上行风险。 蓝筹股表现 比亚迪（002594）电子(00285)领涨蓝筹。截至 ...

Market Overview - The Hong Kong stock market showed mixed performance with the Hang Seng Index rising by 0.19% to close at 24,906.81 points, while the Hang Seng China Enterprises Index fell by 0.08% to 8,888.08 points and the Hang Seng Tech Index decreased by 0.01% to 5,460.02 points. The total trading volume was 2,009.02 million HKD [1] Blue Chip Performance - BYD Electronics (00285) led the blue-chip stocks, increasing by 6.15% to 38.68 HKD, contributing 2.75 points to the Hang Seng Index. Minsheng Securities anticipates further growth in the company's consumer electronics business and significant benefits from its parent company BYD's push in the electric vehicle sector [2] - Other notable blue-chip performances include Xinyi Solar (00968) up 5.06%, Techtronic Industries (00669) up 4.35%, while Galaxy Entertainment (00027) and China Life (02628) saw declines of 2.9% and 2.23%, respectively [2] Sector Highlights - Large tech stocks exhibited mixed results, with Alibaba rising by 1.89% and Baidu by 0.81%. Cryptocurrency-related stocks surged as Bitcoin surpassed 120,000 USD and Ethereum reached new highs [3][4] - Lithium stocks performed strongly, with Ganfeng Lithium (01772) up 20.91% and Tianqi Lithium (09696) up 18.19%. The supply reduction from Ningde Times due to a mining suspension is expected to impact lithium carbonate inventory levels positively [3] - The cryptocurrency sector saw significant gains, with companies like Huajian Medical (01931) rising by 27.55% and Blue Ocean Interactive (08267) by 14.75% [4] Regulatory Impact - The announcement by U.S. President Trump regarding a 100% tariff on semiconductor imports, with exemptions for companies committing to large investments in the U.S., is expected to positively impact companies like Apple, Samsung, and others in the supply chain [5][6] Gold Sector - Gold stocks faced declines, with Shandong Gold (01787) down 7.99% and Chifeng Jilong Gold (06693) down 6.86%. The market reacted to potential U.S. tariffs on gold imports, leading to fluctuations in gold prices [6] Notable Stock Movements - Zhonghui Biotechnology (02627) debuted with a remarkable increase of 157.98% to 33.28 HKD, focusing on vaccine development [7] - Huajian Medical (01931) reached a new high, driven by a strategic partnership with HashKey Group to enhance digital asset services [8] - XPeng Motors (09868) saw a rise of 5.36% following the unveiling of its new P7 model, which has already garnered significant pre-orders [9] - Jinxin Fertility (01951) issued a profit warning, expecting a loss of up to 1.09 billion RMB in the first half of 2025 due to asset impairments [10]

Group 1 - The National Index for New Energy Vehicle Batteries (980032) increased by 2.81% as of August 11, 2025, with significant gains in constituent stocks such as Xinzhou Bang (300037) up 11.38%, Hunan Youneng (301358) up 10.89%, and Ganfeng Lithium (002460) up 9.99% [1] - The mining license for the Jiangxiawo mining area under CATL expired on August 9, leading to a formal suspension of operations, which has caused a significant increase in lithium carbonate futures by 11.15% to 77,000 yuan/ton [1] - Despite a slight increase in lithium carbonate inventory, the upcoming peak demand season ("Golden September and Silver October") is expected to support lithium prices, indicating a clear trend of price rebound due to supply disruptions and recovering demand [1] Group 2 - Recent increases in lithium carbonate prices are expected to drive profitability recovery in the battery and cathode material sectors, highlighting investment opportunities in these areas [2] - CATL's output of power batteries and energy storage batteries exceeded 270 GWh in the first half of 2025, representing a year-on-year growth of nearly 32%, with a capacity utilization rate of 90% [2] - As terminal demand continues to improve, CATL is accelerating its capacity expansion, with a total capacity of 690 GWh and an additional 235 GWh under construction, aiming for a total planned capacity of 925 GWh [2]

人民财讯8月11日电，港股收盘，恒生指数涨0.19%，恒生科技指数跌0.01%，赣锋锂业（002460）涨超 20%，天齐锂业（002466）涨超18%。 ...

主力净流入行业板块前五：新能源汽车，国产软件，锂电池，医药，PCB板； 主力净流入概念板块前五：华为产业链，人工智能，大数据，区块链，数字 经济； 主力净流入个股前十：同花顺、贵州茅台、东方财富、利欧股份、新易盛、恒宝股份、赣锋锂业、富临精工、歌尔股份、胜宏科技 自去年九月中国宏观经济政策产生积极变化后，全球投资者对中国资产的兴趣日益浓厚，包括A股和港股市场。他指出，港股相较于美元资产更具吸引力， 投资者可以从中国公司的基本面改善和估值回升中获益，港元汇率与美元挂钩也进一步推动了对港股的需求。凭借市场深度和估值优势，A股表现有望追上 港股。从市场来看，中东紧张局势降温，提振了A 股市场风险偏好，板块上建议关注金融、机械设备、大消费和TMT 等板块。 育儿补贴覆盖全国范围、力度较大，地方可根据财力适当提标。《育儿补贴制度实施方案》提出，从2025 年1 月1 日起，对符合法律法规规定生育的3 周岁 以下婴幼儿发放补贴，至其年满3 周岁。以国家基础补贴标准计算，我们估计全国每年育儿补贴金额约千亿量级。此外，地方可以根据财力适当提标，提标 部分所需资金由地方财政自行承担，通过中央与地方协同发力，形成多层次、立体化的 ...

连板股方面，长城军工8天6板，北纬科技6天5板，吉视传媒6天4板，航天科技5天4板，*ST创兴6天3 板，海立股份、洪田股份（维权）4天3板，赛诺医疗、上海港湾3连板，野马电池、皖通科技4天2板， 华胜天成、特发信息（维权）等3天2板，万通发展（维权）、新疆交建等2连板，麦格米特、大族激光 等涨停。 北京文化、金利华电、*ST元成（维权）、*ST苏吴（维权）等跌停。 8月11日，A股全天下来共有84只涨停股、12只跌停股。锂矿概念活跃，赣锋锂业、天齐锂业等涨停； PEEK材料概念走强，中欣氟材5天4板，金发科技、超捷股份等涨停。 ...

8月11日，A股三大股指集体上涨，创业板指涨近2%，沪指盘中继续走强，再刷年内新高。截至午盘， 沪指涨0.51%，深成指涨1.48%，创业板指涨1.99%。 沪深两市半日成交额合计为11355亿元，较上个交易日增加585亿元，已连续53个交易日突破1万亿元。 个股涨多跌少，市场共4300只个股上涨，其中69只个股涨停；954只个股下跌。 机器人板块再度领涨 PEEK材料概念股涨超6% 盘面上，机器人板块再度领涨，PEEK材料概念股涨超6%，光模块CPO概念股火热。 "宁王"承认停产 消息面上，宁德时代8月11日在互动平台表示，公司在宜春项目采矿许可证8月9日到期后已暂停了开采 作业，正按相关规定尽快办理采矿证延续申请，待获得批复后将尽早恢复生产，该事项对公司整体经营 北交所个股华密新材在上周五大幅回调后再次大涨，截至午盘收盘，华密新材涨近17%。此外，新瀚新 材涨超11%、中欣氟材涨停，凯盛新材、中研股份、聚赛龙、富恒新材等均上涨。 | 代码 | 名称 | 现价 | 涨跌幅 ▼ | 总市值 | 年初至今 | | --- | --- | --- | --- | --- | --- | | 836247 | 华密 ...