格隆汇8月11日｜天齐锂业(002466)(002466.SZ)今日涨停，换手率5.69%，成交额37.2亿元。龙虎榜数据 显示，深股通净买入6925万元；游资"方新侠"为买一席位，净买入1.76亿元。上榜席位全天买入6.63亿 元，卖出2.82亿元，合计净买入3.81亿元。 | 买入金额最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买人金额(万) | 占息成交比例 | 卖出金额(万) | 占总成交比例 | 净额(万)2 | | 1 | 中信证券股份有限公司西安朱雀大街证券营业部 | 187 33.33% | 0 | 17651.14 | 4.74% | 14.06 | 0.00% | 17637.07 | | 2 | 深殿通专用 | 532 45.49% | b | 16736.41 | 4.50% | 9811.90 | 2.64% | 6924.50 | | 3 | 国投证券股份有限公司西安朱雀大街证券营业部 | 18次 27.78% | ▲ | ...

融资融券数据显示，该股最新（8月8日）两融余额为31.08亿元，其中，融资余额为31.01亿元，融券余 额为722.69万元。近5日融资余额合计增加2.95亿元，增幅为10.50%，融券余额合计增加93.10万元，增 幅14.79%。（数据宝） 天齐锂业8月11日交易公开信息 天齐锂业今日涨停，全天换手率5.69%，成交额37.20亿元，振幅4.73%。龙虎榜数据显示，机构净买入 2868.93万元，深股通净买入6924.50万元，营业部席位合计净买入2.83亿元。 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2868.93万元，深股 通净买入6924.50万元。 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9.44亿元，其中，买入成交额为6.63亿 元，卖出成交额为2.82亿元，合计净买入3.81亿元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买四、卖二，合计买入金额9741.77万 元，卖出金额6872.84万元，合计净买入2868.93万元，深股通为第二大买入营业部及第一大卖出营业 部，买入金额为1.67亿元，卖出金额为9811.90万元， ...

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 ...

智通财经APP获悉，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 招银国际研报指出，美国总统特朗普宣布计划对半导体进口征收100%关税，但承诺在美进行大规模投 资的企业将可获得豁免。特朗普表示，由于苹果公司承诺未来四年将在美投资增加至6,000亿美元，其 产品将获得关税豁免。虽然官方细节尚未公布，但该行认为此豁免政策将对智能手机及AI伺服器供应 链领域产生积极影响。整体而言，该行认为苹果/三星/AI伺服器销售占比较高的企业将受益，如瑞声科 技、比亚迪电子、立讯精密、鸿腾精密及蓝思 ...

格隆汇8月11日｜天齐锂业(002466.SZ)今日涨停，换手率5.69%，成交额37.2亿元。龙虎榜数据显示，深股通净买入6925万元；游资"方新侠"为买一席位，净 买入1.76亿元。上榜席位全天买入6.63亿元，卖出2.82亿元，合计净买入3.81亿元。 | | 买入金额最大的前5名 | | | | | | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | 1 | 中信证券股份有限公司西安朱雀大街证券营业部 | 18次 33.33% | 2 | 17651.14 | 4.74% | | 2 | 深股通专用 | 532次 45.49% | ▶ | 16736.41 | 4.50% | | 3 | 国投证券股份有限公司西安朱雀大街证券营业部 | 18次 27.78% | | 14024.22 | 3.77% | | 4 | 机构专用 | 1514次 43.92% | | 9741.77 | 2.62% | | 5 | 广发证券股份有限公司郑州农业路证券营业部 | 45次 48.89% | ▶ | 5029 ...

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 ...

Market Overview - The Shanghai Composite Index reached a new high for the year, closing at 3647.55 points, up 0.34% [2] - The Shenzhen Component Index closed at 11291.43 points, up 1.46% [2] - The ChiNext Index closed at 2379.82 points, up 1.96% [2] - Overall, more than 4100 stocks rose, indicating a bullish market sentiment [1] Key Sectors - **PEEK Materials**: This sector led the market with significant gains, with companies like Shuangyi Technology and Chaojie Co. hitting the daily limit [1] - **Lithium Mining**: Stocks in this sector also saw substantial increases, with Ganfeng Lithium hitting the daily limit [1] - **Battery Sector**: Companies like Yema Battery experienced a surge, closing at the daily limit [1] - **Declining Sectors**: Gold-related stocks showed weakness, with Chao Hong Ji and Chi Feng Gold leading the declines [1] - **Banking Sector**: Major banks like Everbright Bank and Shanghai Rural Commercial Bank faced notable declines [1] - **Shipbuilding Sector**: Companies in this sector, including China Shipbuilding and Jiu Zhi Yang, also experienced downturns [1] Hotspot Sectors - **Lithium Mining**: Companies such as Shengxin Lithium Energy and Tianqi Lithium saw price increases. Notably, CATL announced a temporary suspension of mining operations at its Yichun project due to the expiration of its mining license, but stated that this would not significantly impact overall operations [4] - **PEEK Materials**: Companies like Zhongxin Fluorine Materials and Huami New Materials reported gains. According to a report by Sullivan Consulting, the domestic demand for PEEK materials is projected to grow from 2334 tons in 2022 to 5079 tons by 2027, representing a compound annual growth rate of approximately 16.8% [5]

（原标题：美银证券：宁德时代(03750)宜春锂矿停产令供应减少 升赣锋锂业(01772)及天齐锂业(09696)评级至"买入" 大幅上调目标价） 该行将赣锋锂业(01772)评级由"跑输大市"一举上调至"买入"，目标价由17港元大幅升至35港元，又将天齐锂业(09696)评级由"跑输大市"一举升 至"买入"，目标价由21港元大幅上调至50港元。 智通财经APP获悉，美银证券发布研报称，宁德时代(03750)江西宜春锂矿工厂因采矿许可证到期，自8月10日暂停生产。由于当地政府要求8个锂 矿工厂完成资源核查报告，如果检查变得更加严格，部分供应或需要暂停。该行表示，宁德时代的供应减少，加上旺季需求，或导致每月5,000至 1万吨碳酸锂当量(LCE)去库存，今年底的库存或会下降至约10万至11万吨的水平。 ...

Core Viewpoint - The report from Bank of America indicates that CATL's lithium mine factory in Yichun, Jiangxi, has suspended production due to the expiration of its mining license, which may lead to reduced supply and increased demand during the peak season [1] Group 1: Company Impact - CATL's supply reduction, combined with seasonal demand, could result in a depletion of 5,000 to 10,000 tons of lithium carbonate equivalent (LCE) per month, potentially lowering inventory levels to approximately 100,000 to 110,000 tons by the end of the year [1] - Ganfeng Lithium's rating has been upgraded from "Underperform" to "Buy," with a target price raised from HKD 17 to HKD 35 [1] - Tianqi Lithium's rating has also been upgraded from "Underperform" to "Buy," with a target price increased from HKD 21 to HKD 50 [1]

Group 1 - The A-share market saw a collective rebound on August 11, with lithium mining concepts performing strongly, particularly the new energy vehicle (NEV) themed ETF, which rose by 3.38% [1] - Major lithium producers such as Shengxin Lithium Energy, Tianqi Lithium, and Ganfeng Lithium reached their daily price limits, while other companies like Defang Nano and Hunan Youneng saw gains exceeding 10% [1] - The suspension of mining operations at the Jiangxia Wokeng mining area by CATL, which produces lithium carbonate with an annual output capacity of 42,000 tons, is expected to reduce domestic lithium carbonate monthly production by approximately 8% [1] Group 2 - Financial analysis indicates that multiple lithium mines in Jiangxi may face production halts due to mining license approval processes, potentially impacting 7,000 to 8,000 tons of lithium carbonate equivalent per month [2] - The tax rate increase for converting ceramic clay mines to lithium clay mines will significantly raise costs, combined with the traditional peak season from September to November, leading to tighter supply and increased lithium carbonate prices [2]