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]

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。 智通财经APP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。 ...

Group 1 - The Hang Seng Index closed at 25,081.63 points, up 0.69% [1] - The Hang Seng Tech Index closed at 5,546.73 points, up 0.26% [1] - The non-ferrous metals sector showed strength, with Tianqi Lithium rising over 7% and Chifeng Jilong Gold increasing nearly 6% [1]

每经AI快讯：北京时间8月7日16:00，恒生指数收盘上涨171.0点，涨幅为0.69%，报收25081.63点；国企 指数收盘上涨49.05点，涨幅为0.55%，报收8981.73点；红筹指数收盘上涨47.3点，涨幅为1.12%，报收 4264.97点。南向资金当日净流入6.61亿港元。曹操出行涨超18%，天齐锂业涨超7%，赤峰黄金涨近 6%；药明生物跌超5%，小米集团跌近4%。 | 指数 | 最新 | 涨跌幅 | | --- | --- | --- | | 恒生指数 | 25081.63 | 0.69% | | 国企指数 | 8981.73 | 0.55% | | 红筹指数 | 4264.97 | 1.12% | （记者 谭玉涵） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 ...

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 AMAC Nonferrous Metals Index increased by 0.81%, closing at 3387.8 points with a trading volume of 36.511 billion [1] - The AMAC Nonferrous Metals Index has risen by 8.81% in the past month, 21.63% in the past three months, and 21.46% year-to-date [1] - The index is based on the classification guidelines from the China Securities Association and includes 43 industry classification indices [1] Group 2 - The top ten holdings of the AMAC Nonferrous Metals Index include Northern Rare Earth (8.77%), China Aluminum (5.63%), and Huayou Cobalt (5.56%) [1] - The market capitalization distribution shows that 52.51% of the holdings are from the Shenzhen Stock Exchange, while 47.49% are from the Shanghai Stock Exchange [1] Group 3 - The industry composition of the AMAC Nonferrous Metals Index shows that raw materials account for 96.48%, industrials for 2.09%, information technology for 1.07%, and consumer discretionary for 0.36% [2]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截 | 至 | 份 | 月 | 態 | 年 | 狀 | 新 | 提 | 交 | 月 | 日 | 2 | 0 | 2 | 3 | 1 | 5 | 7 | : | : | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 致 | 港 | 交 | 算 | 有 | 香 | 易 | 及 | 結 | 所 | 限 | 公 | 司 | ： | | | | | | | | | | | | | | | | | | | | 公 | 司 | 名 | 稱 | 齊 | 業 | 天 | 鋰 | 份 | 有 | 限 | 公 | 股 | 司 | : | | | | | | | | ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 天齊鋰業股份有限公司 呈交日期: 2025年8月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 09696 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 164,122,200 | RMB | | | 1 RMB | | 164,122,200 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 164,122,200 | RMB | | | 1 RMB | | 164,122,200 | | 2. 股份分類 | 普通股 ...