天风证券认为，此次宁德锂矿争议落地，对江西地区后续类似问题有代表性意义，碳酸锂供给收缩预期 加剧，或迎来价值重估。财通证券分析称，江西多个锂矿或因矿证审批流程也面临停产可能，或导致每 月7000至8000吨碳酸锂当量受到影响。瓷土矿转锂土矿对应税率也将大幅提高成本，叠加9-11月传统旺 季供需更紧，多重因素推高碳酸锂价格。建议关注锂矿资源相关标的。 本文源自：智通财经网 智通财经获悉，锂业股早盘高开，截至发稿，天齐锂业(09696)涨14.97%，报47.16港元；赣锋锂业 (01772)涨11.24%，报31.28港元。 消息面上，碳酸锂期货主力合约今日开盘涨停，报81000元/吨。据期货日报报道，8月9日，记者从市场 各方及宁德时代相关人士处交叉求证获悉，宁德时代枧下窝矿区采矿端将于当晚12时停产。自8月10日 起，该矿区采矿端就开始停产了，且短期内没有复产计划。今早，宁德时代在互动平台表示，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影响不大。 ...

Core Viewpoint - The lithium mining sector is experiencing a significant surge in stock prices, driven by supply constraints and rising lithium carbonate futures prices, which have increased over 36% since late June [1][2][5]. Industry Analysis - **Lithium Mining Sector**: Regulatory tightening is impacting some lithium mining companies, leading to increased expectations of supply contraction. Meanwhile, stabilizing overseas lithium prices are boosting industry confidence, benefiting listed companies from price increases due to supply reductions [5]. - **Lithium Battery Manufacturing Sector**: The continuous growth in new energy vehicle sales is driving demand for power batteries, with installed capacity increasing by 47.3% year-on-year in the first half of the year. The maturation of solid-state battery technologies presents new development opportunities for the industry [5]. - **Lithium Equipment Sector**: The traditional lithium battery industry is gradually recovering, and capacity expansion is underway. The changing requirements for equipment due to solid-state batteries are expected to create new growth opportunities for lithium equipment companies [5]. Key Companies - **Tianqi Lithium**: A leading global lithium producer, expected to turn a profit in the first half of 2025 with a net profit of 0-1.55 billion yuan, benefiting from shortened lithium pricing cycles and optimized inventory costs [6]. - **Ganfeng Lithium**: A leading lithium product company with deep involvement in solid-state battery technology, having completed relevant R&D and industrialization layouts [7]. - **CATL (Contemporary Amperex Technology Co., Limited)**: A leader in power batteries, actively developing solid-state battery technology, with energy density breakthroughs expected to exceed 500Wh/kg and small-scale production of solid-state batteries anticipated by 2027 [7]. - **Cangge Mining**: A salt lake lithium extraction company, expecting a net profit of 1.75-1.90 billion yuan in the first half of the year, representing a year-on-year growth of 34.93%-46.49% [8].

Group 1 - Tianqi Lithium (09696.HK) increased by 11.41% on August 11 [1] - Ganfeng Lithium (01772.HK) rose by 9.89% on the same day [1] - Hongqiao Group (08137.HK) saw a gain of 7.02% [1] - BYD Electronics (00285.HK) experienced a rise of 4.34% [1] Group 2 - CATL announced on August 11 that the mining license for the Yichun project expired on August 9, leading to a suspension of mining operations [1] - The company is in the process of applying for the renewal of the mining license according to relevant regulations [1]

沪指涨0.05%，深成指涨0.27%，创业板指涨0.13%。 （更新中） 09:36 锂矿概念大涨 江特电机、永杉锂业涨停 江特电机、永杉锂业一字涨停，天齐锂业涨近6%。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影响不大。 | #湖股份 | 融捷股份 | 赣锋锂业 | 雅化集团 | 中矿资源 | 盛新锂能 | 天齐锂业 | 永杉锂业 | 江特电机 | 名称 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 19.40 | 37.61 | 38.17 | 14.81 | 41.32 | 17.63 | 43.26 | 11.34 | 8.68 | 现价 | | 3.52% | 3.38% | 3.64% | 3.86% | 4.85% | 5.19% | 5.95% | 9.99% | 10.01% | 涨跌幅 | 09:26 A股开盘｜三大指数集体高开 锂矿板块集体大涨 三大指数集体高开 ...

Group 1 - Lithium battery concept stocks in the Hong Kong market experienced a collective surge, with Tianqi Lithium rising nearly 15%, Ganfeng Lithium up over 11%, Hongqiao Group increasing by over 8%, and CATL rising nearly 4% [1][2] - CATL announced on an interactive platform that it has suspended mining operations at its Yichun project after the mining license expired on August 9, and is in the process of applying for an extension [1] - Reports indicate that CATL's Jiangxiawo lithium mine will be offline for at least three months, contributing to supply disruptions in the lithium market [1] Group 2 - Citigroup predicts that the sentiment around supply disruptions will push lithium prices above 80,000 RMB per ton in the coming days, before stabilizing in the range of 70,000 to 80,000 RMB per ton [1]

天风证券认为，此次宁德锂矿争议落地，对江西地区后续类似问题有代表性意义，碳酸锂供给收缩预期加剧，或迎来价值重估。财通证券分析 称，江西多个锂矿或因矿证审批流程也面临停产可能，或导致每月7000至8000吨碳酸锂当量受到影响。瓷土矿转锂土矿对应税率也将大幅提高成 本，叠加9-11月传统旺季供需更紧，多重因素推高碳酸锂价格。建议关注锂矿资源相关标的。 （原标题：港股异动 | 宁德时代江西锂矿确认停产 天齐锂业(09696)高开近15% 赣锋锂业(01772)高开逾11%） 智通财经APP获悉，锂业股早盘高开，截至发稿，天齐锂业(09696)涨14.97%，报47.16港元；赣锋锂业(01772)涨11.24%，报31.28港元。 消息面上，碳酸锂期货主力合约今日开盘涨停，报81000元/吨。据期货日报报道，8月9日，记者从市场各方及宁德时代相关人士处交叉求证获 悉，宁德时代枧下窝矿区采矿端将于当晚12时停产。自8月10日起，该矿区采矿端就开始停产了，且短期内没有复产计划。今早，宁德时代在互动 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 ...

上周港股主要指数先抑后扬，今日三大指数高开，恒指涨0.35%，国指涨0.26%，恒生科技指数涨 0.19%。盘面上，大型科技股多数呈现上涨行情，阿里巴巴涨1.46%，京东、百度、美团、快手均上 涨，网易、小米飘绿；宁德时代枧下窝锂矿停产，锂电池概念股大涨，天齐锂业涨近15%，赣锋锂业涨 超11%，苹果上周飙升逾13%！创2020年7月以来最佳单周表现，港股苹果概念股普遍上涨，北京五环 外解除限购，稳楼市具信号意义，内房股普遍活跃，重型基建股、创新药概念股、内险股、建材水泥股 齐涨。另一方面，辅助生殖概念股下挫，锦欣生殖大跌9%，黄金股、餐饮股、电信股走低。(格隆汇) ...

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%。 ...

智通财经获悉，锂业股再度活跃，截至发稿，天齐锂业(09696)涨3.62%，报41.2港元；赣锋锂业(01772) 涨1.75%，报27.92港元。 本文源自：智通财经网 消息面上，8月8日，碳酸锂期货再度走高，主力LC2511合约现涨幅扩大逾5%，报75340元/吨。银河期 货认为，盘面增仓大涨反映市场相信江西矿山停产概率增加，资金押注基本面阶段性短缺。锂价短期向 上弹性更高，关注矿证审批工作的结论。碳酸锂供应整体维持高位，需求表现稳中有升，三季度呈现旺 季特征，紧平衡对碳酸锂盘面有支撑。 ...

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]