证券之星消息，8月5日能源金属板块较上一交易日上涨0.15%，藏格矿业领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。能源金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000408 | 藏格矿业 | 48.80 | 2.05% | 11.03万 | | 5.35 乙 | | 605376 | 博迁新材 | 41.64 | 0.82% | 4.56万 | | 1.88亿 | | 002756 | 永兴材料 | 35.51 | 0.77% | 6.47万 | | 2.29亿 | | 000762 | 西藏矿业 | 21.79 | 0.46% | 11.19万 | | 2.43亿 | | 002240 | 盛新理能 | 15.59 | 0.19% | 18.97万 | | 2.96 Z | | 002460 | 赣锋锂业 | 35.90 | -0.03% | 18.73万 | | 6.73亿 | | 0 ...

Core Viewpoint - Ganfeng Lithium has established a comprehensive layout for solid-state batteries, demonstrating capabilities in research, production, and commercialization across key components of solid-state batteries [1] Group 1 - The company has developed capabilities in sulfide electrolytes and raw materials, oxide electrolytes, lithium metal anodes, battery cells, and battery systems [1] - Ganfeng Lithium has achieved commercialization of its solid-state battery technology [1]

（文章来源：每日经济新闻） 赣锋锂业（002460.SZ）8月5日在投资者互动平台表示，公司已形成固态电池全链路布局，在硫化物电 解质及原材料、氧化物电解质、金属锂负极、电芯、电池系统等固态电池关键环节具备了研发、生产能 力，并实现商业化应用。 每经AI快讯，有投资者在投资者互动平台提问：公司固态电池主要是在材料方面有突破，可以应用下 游企业？还是在生产加工技术上有突破？可以多介绍些吗？ ...

赣锋锂业（002460.SZ）8月5日在投资者互动平台表示，目前蒙金矿业加不斯锂钽矿项目正在产能爬坡 并逐步达产。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问蒙金矿业目前是否已经正式投产？ ...

"全流程网办"开通之初，正值江西赣锋锂电科技股份有限公司预中标马耳他储能项目，该项目是企业首 次在"一带一路"共建国家承接的工程，必须应马方要求在规定时限内完成外汇账户开设。为此，在国家 外汇管理局江西省分局指导下，国家外汇管理局新余市分局第一时间梳理核实业务模式和资金安排，在 确定业务背景真实、合法后，指导企业使用网上办理渠道完成业务办理，整套流程缩短至30分钟以内， 业务办理"一次不跑"，得到企业高度赞扬。李女士感叹说，"'全流程网办'不仅仅是让'数据跑路'代替'企 业跑腿'，节约企业的脚底成本，更重要的是确保了项目中标，加快了后续工程备案、合约条款协商等 项目建设进度，为企业走出国门、参建'一带一路'增强了底气。" 据了解，目前国家外汇管理局新余市分局已建立外汇便利化政策"明白卡"，并依托本市贸促论坛、"春 天行动"赋能培训、拓展"外汇空白"等专项行动，将"全流程网办"等外汇便利化政策辐射普及辖内150余 家外贸企业，助力外贸企业在"一带一路"跑出"加速度"。 "'全流程网办'太快捷了，提交完材料即刻就获核准，我们在非常有限的时间节点前完成了海外账户开 立，如期中标！"江西赣锋锂电科技股份有限公司财务总 ...

Core Viewpoint - Ganfeng Lithium's stock price has experienced a slight decline, reflecting market fluctuations while the company continues to expand its operations in the renewable energy sector [1] Company Overview - Ganfeng Lithium is engaged in lithium resource development, deep processing of lithium products, and lithium battery manufacturing, covering the entire lithium industry chain from upstream to downstream [1] - The company's products are widely used in electric vehicles, energy storage, and consumer electronics [1] Recent Developments - Ganfeng Lithium's subsidiary, Jiangxi Ganfeng Lithium Battery Technology Co., Ltd., has invested in Guangdong Magde Technology Co., Ltd., holding a 29% stake with a registered capital of 20 million yuan, focusing on solar power technology services and energy storage technology [1] - The company's wholly-owned subsidiary, Shenzhen Yichu Energy Technology Co., Ltd., has established HeBang New Energy Co., Ltd. in Shenzhen with a registered capital of 155 million yuan, concentrating on emerging energy technology research and photovoltaic equipment manufacturing [1] Financial Performance - On August 4, Ganfeng Lithium's stock closed at 35.91 yuan, down 0.27 yuan or 0.75% from the previous trading day, with a trading volume of 266,853 hands and a transaction amount of 952 million yuan, showing a fluctuation of 2.21% [1] - On the same day, the net outflow of main funds was 11.34 million yuan, with a cumulative net outflow of 449 million yuan over the past five trading days [1]

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]

Group 1 - Shenzhen Hebang New Energy Co., Ltd. has been established with a registered capital of 155 million yuan [1] - The legal representative of the company is Zhang Boyi [1] - The business scope includes emerging energy technology research and development, manufacturing of new energy driving equipment, photovoltaic equipment and components manufacturing, and management services for commercial complexes [1] Group 2 - The company is wholly owned by Shenzhen Yichu Energy Technology Co., Ltd., a subsidiary of Ganfeng Lithium Co., Ltd. (002460) [1]

Group 1 - The core viewpoint is that the gold stocks have collectively strengthened due to rising risk aversion, driven by disappointing U.S. non-farm employment data, which has led to an increase in gold prices [1][2] - The non-farm employment report indicated an increase of 73,000 jobs in July, below the market expectation of 104,000, with the unemployment rate rising by 0.1 percentage points to 4.2% [1] - The gold price surged by $40 following the non-farm data release, closing at $3,363 per ounce, erasing previous losses [2] Group 2 - The long-term outlook suggests that the combination of "rate cut trades" and "Trump 2.0" will continue to catalyze gold prices through 2025, with central bank purchases providing strong support [3] - The World Gold Council reported that global gold demand is expected to reach 4,974 tons in 2024, a 1.5% increase from 4,899 tons in 2023, driven by strong central bank purchases and investment demand [3] - The top ten weighted stocks in the non-ferrous metal industry index account for 49.71% of the index, with major companies including Zijin Mining, Northern Rare Earth, and Shandong Gold [4]

企查查APP显示，近日，广东麦格度汇储科技有限公司成立，注册资本2000万元，经营范围包含：太阳 能发电技术服务；储能技术服务；新能源原动设备制造；新能源原动设备销售；光伏设备及元器件制造 等。企查查股权穿透显示，该公司由赣锋锂业旗下江西赣锋锂电科技股份有限公司等共同持股。 ...