新能车ETF紧密跟踪中证新能源汽车产业指数，其中电池板块权重占比近半。中证新能源汽车产业指数 选取50只业务涉及新能源整车、电机电控、锂电设备、电芯电池、电池材料等新能源汽车产业的上市公 司证券作为指数样本，反映新能源汽车产业龙头上市公司证券的整体表现。 中信证券研报称，当前时点，旗帜鲜明看好中国电池核心资产的配置价值。短期来看，2025年第二季度 受供需持续改善影响，电池价格企稳，上游原材料成本下降、稼动率提升带来额外盈利弹性，电池板块 业绩有望超预期；中长期来看，供需改善趋势依然较为明确，同时商用车电动化、AI数据中心、海外 市场仍有望为头部企业带来超额增长。估值层面，中国电池核心资产较日韩企业仍具备显著优势，随着 后续更多电池企业H股上市，全球资金定价体系下，中国电池资产估值中枢有望得到进一步抬升。 新能车ETF(515700)，场外联接(平安中证新能车ETF联接A：012698；平安中证新能车ETF联接C： 012699；平安中证新能车ETF联接E：024504)。 数据显示，截至2025年7月31日，中证新能源汽车产业指数(930997)前十大权重股分别为宁德时代 (300750)、汇川技术(300 ...

从资金流向上来看，当日能源金属板块主力资金净流出25.47亿元，游资资金净流入4.45亿元，散户资金 净流入21.02亿元。能源金属板块个股资金流向见下表： 证券之星消息，8月14日能源金属板块较上一交易日下跌2.93%，盛屯矿业领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 600711 | 暨电矿业 | 7.51 | -5.06% | 270.93万 | | 21.31亿 | | 002240 | 盛新锂能 | 17.56 | -3.94% | 59.04万 | | 10.51亿 | | 002466 | 天齐锂业 | 43.03 | -3.82% | 78.75万 | | 34.50 Z | | 002756 | 永兴材料 | 35.06 | -3.71% | 15.27万 | | 5.43亿 | | 6633399 | 永杉坪 / | 1 ...

作者：金股通 截至8月14日收盘回顾，主力资金流出前20的股票分别为：长城军工（-15.51亿元）、内蒙一机（-13.95 亿元）、中国长城（-12.86亿元）、航天科技（-8.39亿元）、中际旭创（-7.83亿元）、新易盛（-7.60亿 元）、工业富联（-7.42亿元）、海立股份（-7.39亿元）、指南针（-7.27亿元）、胜宏科技（-7.24亿 元）、沪电股份（-6.63亿元）、光库科技（-6.54亿元）、天齐锂业（-6.41亿元）、杭钢股份（-6.17亿 元）、阳光电源（-6.09亿元）、张江高科（-5.99亿元）、华友钴业（-5.98亿元）、京东方Ａ（-5.58亿 元）、每日互动（-5.18亿元）、东方精工（-4.89亿元）。 本文源自：金融界 ...

本文源自：金融界 作者：金股通 | 截至8月14日午间收盘，主力资金流出前20的股票分别为：长城军工（-13.09亿元）、中国长城（-13.05 | | --- | | 亿元）、航天科技（-7.20亿元）、内蒙一机（-6.05亿元）、海立股份（-5.98亿元）、东山精密（-5.76 | | 亿元）、工业富联（-4.80亿元）、光库科技（-4.55亿元）、吉视传媒（-4.50亿元）、杭钢股份（-4.23 | | 亿元）、福日电子（-4.19亿元）、沪电股份（-3.99亿元）、东方精工（-3.92亿元）、中际旭创（-3.91 | | 亿元）、中兵红箭（-3.91亿元）、上海电气（-3.89亿元）、天齐锂业（-3.85亿元）、每日互动（-3.83 | | 亿元）、北纬科技（-3.79亿元）、张江高科（-3.61亿元）。 | ...

Group 1 - Lyten Energy has announced the acquisition of the majority assets of bankrupt battery manufacturer Northvolt, which includes various facilities and intellectual property valued at approximately $5 billion [2][3] - Northvolt, founded in 2016, had previously attracted significant investments exceeding $15 billion and secured orders totaling $55 billion from major automotive companies [1][3] - The acquisition is seen as a strategic move for Lyten to enhance its position in the clean battery manufacturing sector in North America and Europe, especially as demand for lithium-sulfur batteries is increasing [3][5] Group 2 - The acquisition includes 16 GWh of existing battery capacity and over 15 GWh of capacity under construction, with plans to expand to over 100 GWh [2] - Northvolt's production faced bottlenecks, leading to its bankruptcy filing in March 2023, despite initial expectations of becoming "Europe's CATL" [3][5] - Lyten's focus on lithium-sulfur battery technology, which differs from mainstream lithium-ion technologies, aims to overcome performance limitations and is expected to find initial commercial applications in sectors like drones and energy storage [5]

有色金属行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 000962 | 东方钽业 | 9.98 | 9.42 | 28629.06 | | 601609 | 金田股份 | 10.06 | 10.57 | 26227.57 | | 603993 | 洛阳钼业 | 7.51 | 1.66 | 25545.81 | | 601020 | 华钰矿业 | 9.99 | 10.12 | 22161.59 | | 600366 | 宁波韵升 | 9.99 | 23.12 | 21483.05 | | 600392 | 盛和资源 | 3.33 | 10.71 | 18395.26 | | 300328 | 宜安科技 | 4.45 | 11.74 | 12424.94 | | 000630 | 铜陵有色 | 5.45 | 5.96 | 10922.39 | | 002428 | 云南锗业 | 4.39 | 8.78 | 10344.78 | | 002155 | 湖南黄金 | 4.79 | 5.6 ...

证券之星消息，8月13日能源金属板块较上一交易日下跌0.01%，盛新锂能领跌。当日上证指数报收于 3683.46，上涨0.48%。深证成指报收于11551.36，上涨1.76%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 301219 | 腾远钻业 | 60.58 | 5.63% | 12.03万 | | 7.12亿 | | 6633209 | 永杉锂V | 10.84 | 3.73% | 71.69万 | | 7.67亿 | | 300618 | 塞锐铝业 | 38.00 | 2.12% | 12.78万 | | 4.82亿 | | 605376 | 博迁新材 | 41.42 | 1.52% | 5.75万 | | 2.35亿 | | 603799 | 华友钻业 | 44.89 | 1.47% | 51.41万 | | 22.97亿 | | 000408 | 藏格矿业 | 51.00 | 0.97% | 10.19万 | | 5.21亿 | | ...

Summary of Conference Call on Lithium Carbonate Market Industry Overview - The conference call focuses on the lithium carbonate industry, particularly the supply disruptions and price fluctuations affecting the market [1][2][3]. Key Points and Arguments 1. **Supply Disruptions**: - Ningde Times' Yichun mine has ceased operations due to the expiration of mining rights, requiring re-approval, with a recovery time expected to be at least three months, potentially extending to six months, impacting approximately 5% of annual lithium carbonate supply [1][3][5]. - The current policy environment is tightening, with local government requiring new resource reports, complicating the recovery process for the Yichun mine [1][5]. - Other mines are also facing similar re-approval processes, leading to ongoing supply disturbances until at least the end of September [1][6]. 2. **Price Trends**: - Lithium carbonate prices have rebounded quickly to over 80,000 yuan, with expectations of rising to between 90,000 and 100,000 yuan in the short term [2][14]. - If prices stabilize above 100,000 yuan, it may incentivize the resumption of high-cost Australian mines, although the scale of this potential increase remains uncertain [1][9]. 3. **Demand Outlook**: - Downstream demand is expected to remain neutral, with stable growth rates of approximately 35-40% for energy storage and 25% for electric vehicles by 2025 [12]. - Significant supply disruptions could shift the market from surplus to a tight balance, particularly if major mines in Yichun and Qinghai are fully halted [12][13]. 4. **Market Dynamics**: - Recent market strength in lithium carbonate is attributed to event-driven factors, particularly the shutdown of Ningde Times' Yichun mine, which has led to a surge in stock prices across the lithium sector [3][4]. - The overall supply-demand balance is shifting towards a tighter market due to both domestic and international supply constraints, including issues at the overseas Albemarle mine in Chile [11][10]. 5. **Investment Opportunities**: - Recommended investment targets include stable companies like Zhongkuang Resources, flexible companies like Ganfeng Lithium and Tianqi Lithium, and smaller high-potential firms like Shunxin Mining and Jiangte Electric [2][19][24]. - The current market environment presents opportunities for investors, particularly if lithium prices continue to rise [19][24]. 6. **Future Price Projections**: - Short to medium-term projections suggest lithium carbonate prices will remain between 90,000 and 100,000 yuan, with a long-term upward trend dependent on supply and demand dynamics [14][24]. - The industry is expected to see a recovery in performance if lithium prices stabilize and do not experience significant fluctuations [22]. Additional Important Insights - The tightening of policies and the need for new resource reports indicate a more stringent regulatory environment that could hinder rapid recovery in lithium production [5][6]. - The potential for supply disruptions from both domestic and international sources highlights the volatility in the lithium market, necessitating careful monitoring of developments [11][12]. - Historical trends suggest that the current price movements may not revert to previous lows, indicating a shift in market dynamics influenced by both supply constraints and demand growth [14][15].

近期，"反内卷" 成为中国经济领域的高频词。从政策层表态到行业实践，这一导向正悄然影响着多个 产业的供需格局。美银证券最新发布的多篇研究报告，从宏观数据到具体行业，解析了反内卷政策的初 步影响 —— 尽管整体通缩压力仍在，但基础材料（尤其是锂）和水泥行业已出现积极信号，供需重塑 的机会正在显现。 宏观：反内卷初发力，通缩压力仍未消 美银指出，当前 CPI 仍在 0 附近徘徊，反映内需仍弱。尽管 7 月初以来反内卷政策推动煤炭、黑色金 属、水泥等少数品种价格小幅回升，但政策效果的持续性存疑。若缺乏明显的需求侧措施，未来数月商 品和服务价格全面复苏的可能性较低。 基础材料（锂）：供应收缩撞上旺季，锂价或突破 8 万 / 吨 不过，反内卷政策在锂行业的影响已开始显现，核心逻辑是供应收缩 + 需求旺季的共振。 供应端，8 月 10 日，宁德时代（300750）旗下枧下窝锂矿因许可证到期停产，该矿年产能约 10-12 万 吨锂盐（占全球供应 6-7%）。尽管精炼产能可通过外购原料维持，但美银测算，此举仍将导致全球锂 供应减少 4-6%（年化）。更值得关注的是，江西宜春 7 月要求 8 家锂矿在 9 月 30 日前完成资 ...

从资金流向来看，申万一级行业中，8个行业获主力资金净流入。电子行业净流入金额居首，达32.45亿 元；通信行业净流入金额达19.66亿元，非银金融和计算机行业净流入均超6.8亿元。 23个主力资金净流出的行业中，有色金属、国防军工、机械设备和电力设备行业净流出金额居前，均超 41亿元；医药生物、汽车、基础化工和传媒行业净流出金额均超12亿元。 AI算力股主力资金净流入居首 从个股来看，73股主力资金净流入均超1亿元，其中18股净流入均超3亿元。 AI算力股中国长城主力资金净流入9.75亿元，居首。公司8月12日在投资者互动平台回答称，暂无资产 重组计划。公司持续聚焦主责主业，紧抓市场机遇；持续优化产品和业务结构，营业收入实现增长，公 司业务发展保持稳定。 8个行业主力资金净流入。 据证券时报·数据宝统计，今日（8月12日）沪深两市主力资金净流出231.99亿元，其中创业板净流出 76.91亿元，沪深300成份股净流入1.96亿元。 行业板块方面，申万一级有18个行业上涨，通信行业涨幅居首，达2.24%；电子和煤炭行业均涨超1%， 家用电器、房地产和非银金融等行业均超0.5%。13个下跌行业中，国防军工行业跌幅 ...