8月11日，港股开盘，恒生指数涨0.35%，恒生科技指数涨0.19%。宁德时代枧下窝锂矿停产，锂矿股大 幅高开，天齐锂业涨近15%，赣锋锂业涨超10%；医药股回暖，百济神州、信达生物涨近2%。 ...

Core Viewpoint - Lithium stocks are experiencing renewed activity, with Tianqi Lithium (09696) rising by 3.62% to HKD 41.2 and Ganfeng Lithium (01772) increasing by 1.75% to HKD 27.92 [1] Group 1: Market Activity - As of August 8, lithium carbonate futures have surged, with the main LC2511 contract increasing by over 5% to CNY 75,340 per ton [1] - The market believes there is an increased probability of production halts in Jiangxi mines, leading to a bullish sentiment regarding a potential short-term supply shortage [1] Group 2: Supply and Demand Dynamics - Overall lithium carbonate supply remains high, while demand is showing steady growth, indicating a tight balance that supports the lithium carbonate market [1] - The third quarter is expected to exhibit seasonal strength, further reinforcing the market's stability [1]

Group 1 - Lithium stocks are becoming active again, with Tianqi Lithium (002466)(09696) rising by 3.62% to HKD 41.2 and Ganfeng Lithium (002460)(01772) increasing by 1.75% to HKD 27.92 [1] - On August 8, lithium carbonate futures surged, with the main LC2511 contract increasing by over 5% to CNY 75,340 per ton [1] - Galaxy Futures indicates that the significant increase in open interest reflects market belief in a higher probability of production halts in Jiangxi, leading to a speculative bet on a temporary supply shortage [1] Group 2 - The overall supply of lithium carbonate remains high, while demand shows steady growth, indicating a peak season characteristic in the third quarter [1] - The tight balance in the lithium carbonate market provides support for the futures prices [1]

Core Viewpoint - Lithium stocks are experiencing renewed activity, with Tianqi Lithium rising by 3.62% to HKD 41.2 and Ganfeng Lithium increasing by 1.75% to HKD 27.92, driven by rising lithium carbonate futures prices and market expectations of supply shortages [1] Group 1: Market Activity - As of the report, Tianqi Lithium's stock price is HKD 41.2, reflecting a 3.62% increase [1] - Ganfeng Lithium's stock price is HKD 27.92, showing a 1.75% rise [1] Group 2: Lithium Futures and Market Sentiment - On August 8, lithium carbonate futures saw a significant increase, with the main LC2511 contract rising over 5% to RMB 75,340 per ton [1] - Galaxy Futures indicates that the increase in open interest reflects market belief in a higher probability of production halts in Jiangxi, leading to speculative investments based on anticipated supply shortages [1] Group 3: Supply and Demand Dynamics - Overall lithium carbonate supply remains high, while demand is steadily increasing, suggesting a tight balance that supports lithium carbonate prices [1] - The third quarter is expected to exhibit seasonal demand characteristics, further reinforcing the market's support for lithium carbonate prices [1]

Group 1 - The China Securities New Energy Index increased by 0.83%, with significant gains from component stocks such as Sunshine Power (+7.27%) and China Minmetals Resources (+4.24%) [1] - The New Energy ETF (159875) saw a trading volume of 16.47 million yuan, with a turnover rate of 1.83% [1] - Over the past month, the New Energy ETF's average daily trading volume was 39.61 million yuan, indicating strong market interest [1] Group 2 - The New Energy ETF's net asset value increased by 2.22% over the past six months, with a maximum monthly return of 25.07% since inception [1] - The top ten weighted stocks in the China Securities New Energy Index account for 43.41% of the index, with notable companies including CATL and Longi Green Energy [2] - A strategic partnership between Green Energy Wisdom Digital Energy Technology Co., Ltd. and Xinjiang Commerce Logistics Group aims to enhance logistics and emergency drone fleet bases in key regions, accelerating the construction of wind and solar projects in Xinjiang [2]

企查查APP显示，近日，河北赣锋资源循环科技有限公司成立，注册资本2000万元，经营范围包含：电 池制造；电池零配件生产；电池零配件销售等。企查查股权穿透显示，该公司由赣锋锂业（002460）全 资子公司江西赣锋循环科技有限公司等共同持股。 （原标题：赣锋锂业等在河北成立资源循环科技公司） ...

Group 1 - Lithium stocks experienced a midday surge, with Tianqi Lithium (09696) rising by 6.33% to HKD 39.3 and Ganfeng Lithium (01772) increasing by 2.88% to HKD 27.12 [1] - The main contract for lithium carbonate futures saw an intraday increase of 5%, reaching CNY 72,140 per ton [1] - A report from Huafu Securities indicated a significant rise in lithium carbonate prices in July, driven by disruptions in Jiangxi and Qinghai mines, along with an expected increase in production in August and price hikes in September due to the traditional peak season [1] Group 2 - Bohai Securities noted that market expectations regarding the "anti-involution" policy are gradually adjusting, leading to weakened sentiment supporting prices; despite a reduction in industry inventory, overall supply remains excessive with limited demand recovery, suggesting short-term price fluctuations [1] - In the medium to long term, the "anti-involution" policy is expected to dominate supply-side regulations in the industry, with a trend towards increased regulatory oversight that may optimize the future supply landscape of the lithium industry, thereby supporting the price center of lithium [1]

智通财经APP获悉，锂业股午前拉升，截至发稿，天齐锂业(09696)涨6.33%，报39.3港元；赣锋锂业 (01772)涨2.88%，报27.12港元。 消息面上，碳酸锂期货主力合约日内涨幅扩大至5%，报72140元/吨。华福证券发布研报称，7月碳酸锂 价格大幅上涨。江西及青海矿端扰动，叠加8月排产环比提升，9月传统旺季涨价带动板块上涨可期。 （原标题：港股异动 | 反内卷仍将主导行业供给端政策 天齐锂业(09696)现涨超6% 赣锋锂业(01772)涨近 3%） 渤海证券指出，展望未来，当前市场对"反内卷"政策的预期逐渐调整和消化，情绪对价格支撑减弱；当 前行业库存虽出现去化，但整体供给仍然过剩，需求回暖有限，短期价格或震荡运行。中长期看，"反 内卷"仍将主导行业供给端政策，目前行业供给端存在监管加强的趋势，有望优化锂行业未来供给格 局，从而对锂价中枢形成支撑。 ...

锂业股午前拉升，截至发稿，天齐锂业（002466）(09696)涨6.33%，报39.3港元；赣锋锂业（002460） (01772)涨2.88%，报27.12港元。 渤海证券指出，展望未来，当前市场对"反内卷"政策的预期逐渐调整和消化，情绪对价格支撑减弱；当 前行业库存虽出现去化，但整体供给仍然过剩，需求回暖有限，短期价格或震荡运行。中长期看，"反 内卷"仍将主导行业供给端政策，目前行业供给端存在监管加强的趋势，有望优化锂行业未来供给格 局，从而对锂价中枢形成支撑。 消息面上，碳酸锂期货主力合约日内涨幅扩大至5%，报72140元/吨。华福证券发布研报称，7月碳酸锂 价格大幅上涨。江西及青海矿端扰动，叠加8月排产环比提升，9月传统旺季涨价带动板块上涨可期。 ...

Group 1 - The core point of the news is the establishment of Yineng Aggregation (Shenzhen) Technology Co., Ltd., which is fully owned by Ganfeng Lithium's subsidiary, Shenzhen Yichu Energy Technology Co., Ltd. The company focuses on new material technology promotion, big data services, energy management contracts, and project planning and public relations services [1][2][3]. Group 2 - The registered capital of Yineng Aggregation is 5 million yuan, and it is located in Nanshan District, Shenzhen, Guangdong Province [2]. - The company is classified under the national standard industry of electricity supply (D4420) and has a business scope that includes technology services, photovoltaic equipment manufacturing, and recycling of used power batteries from new energy vehicles [2][3]. - The ownership structure shows that Shenzhen Yichu Energy Technology Co., Ltd. holds 100% of Yineng Aggregation, while Ganfeng Lithium Group holds a 69.5754% stake in Shenzhen Yichu Energy Technology Co., Ltd. [3][4].