据报宁德时代宜春锂矿工厂因采矿许可证到期，已于8月10日暂停生产。该行认为此举与内地政府自7月 起整顿违规锂矿开采有关，但料宜春工厂停产对宁德时代的营运影响有限，因公司拥有多元化的锂资源 供应渠道，必要时可迅速转向第三方采购。该行认为此次停产或对全球锂供应格局产生显著的连锁效 应，继而推高市场对锂价的情绪，料锂价短期或面临上行风险，可能抑制电池制商今年下半年的利润。 智通财经APP获悉，里昂发布研报称，宁德时代(03750,300750.SZ)在锂价波动时期展现的强劲利润防御 能力，令该行确信其应对冲击的能力将优于同行;重申对宁德时代A股"高度确信跑赢大市"评级，目标价 390元人民币，H股"跑赢大市"评级，目标价535港元。 ...

（013013/013014）跟踪中证新能源汽车指数（399976），选取涉及锂电池、充电桩、新能源整车等业 务的上市公司股票作为成分股，前十大成分股中包含了宁德时代、比亚迪、华友钴业、亿纬锂能、赣锋 锂业、天齐锂业等行业龙头。 8月11日，A股三大指数集体反弹，锂矿概念表现强势，持续高位震荡，全市场ETF中，新能源车主题 ETF领涨，截至13:35，全市场规模最大的新能源车ETF（515030）涨幅3.38%，持仓股盛新锂能、天齐 锂业、赣锋锂业等涨停，德方纳米、富临金工、新宙邦、湖南裕能等涨超10%，中矿资源、杭可科技、 中科电气、尚太科技、亿纬锂能等跟涨。 消息面上，宁德时代枧下窝矿区采矿端将于8月10日停止采矿，短期内也没有复产计划。枧下窝矿区主 要是产碳酸锂，一期项目年产碳酸锂可达4.2万吨。停产后，国内碳酸锂月产量减少约8%。碳酸锂作为 新能源汽车锂电池的重要上游材料，带动新能源车产业链上涨。 新能源车 ETF（515030）是目前市场上规模最大的新能源车主题ETF，与其联接基金 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吨至8000吨碳酸锂 当量受到影响。瓷土 ...

稀有金属ETF、稀有金属ETF基金跟踪中证稀有金属主题指数，重股分别为北方稀土、盐湖股份、洛阳钼业、华友钴业、赣锋锂业、天齐锂业、 中国稀土、盛和资源、中矿资源、西部超导。 目前市场上有4只稀有金属ETF，其中嘉实稀有金属ETF最新规模12.69亿元，位居同类第一。 稀有金属ETF上涨，消息面上，锂电池龙头企业宁德时代今日在互动平台表示，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。有消息称宁德时代枧下窝锂矿停产，为期至少三个月。 （原标题：稀有金属ETF上涨3%，稀有金属ETF基金涨2.6%，一则停产消息引爆锂矿） 一则停产消息引爆锂矿！ 碳酸锂期货所有合约价格今日大涨，碳酸锂主力合约涨幅达8%。 锂矿方向爆发，盛新锂能、江特电机、天齐锂业、赣锋锂业涨停，带动稀有金属ETF上涨3%，稀有金属ETF基金涨2.6%。 花旗预计供应中断的情绪将在未来几天推动锂价升至超过8万元人民币每吨，随后回落至7万-8万元每吨的交易区间。 从中长期看，今年以来稀有金属ETF、稀有金属ETF基金年内涨幅38%。 国泰海通证券表示，美联储开启降息周期，利好 ...

Investment Rating - The report assigns a "Buy" rating to multiple companies in the automotive sector, indicating a positive outlook for their future performance [2][12][13]. Core Insights - In July, the penetration rate of new energy vehicles (NEVs) reached 54%, marking a new high for the year, with expectations for stable growth in the automotive market in August [1][5]. - The retail sales of passenger vehicles in July were 1.826 million units, showing a year-on-year increase of 6.3% but a month-on-month decline of 12.4% [5]. - The cumulative retail sales for the first seven months of 2025 reached 12.728 million units, reflecting a year-on-year growth of 10.1% [5]. - Domestic brands outperformed the overall industry, with retail sales of 1.21 million units in July, a year-on-year increase of 14% [5]. - The report highlights that NEV retail sales in July were 987,000 units, with a year-on-year increase of 12% [5]. Summary by Sections Market Performance - The automotive market entered a sales lull in July, with a slight decline in month-on-month sales but maintained year-on-year growth due to trade-in programs [5]. - The market share of domestic brands increased to 65.9%, while mainstream joint venture brands saw a decline in retail sales [5]. New Energy Vehicles - The NEV penetration rate for the first seven months of 2025 was 50.7%, with July's rate at 54%, an increase of 2.7 percentage points year-on-year [5]. - The report notes that the export of NEVs maintained a strong growth trend, with July exports totaling 213,000 units, a year-on-year increase of 120.4% [5]. Investment Opportunities - The report suggests that the upcoming launch of several new models, including Li Auto's i6 and the new XPeng P7, will enhance market supply and drive retail sales recovery [5]. - Companies to watch include BYD, XPeng Motors, and Geely, all rated as "Buy" due to their potential for growth and market performance [5][12].

8月11日，国内期市有色金属板块涨幅居前前。其中，碳酸锂期货所有合约均触及涨停，主力合约 （2511）涨幅8%，现报81000元/吨。 据国泰君安期货分析，锂矿停产风波扰动，价格预期走强。根据期货日报发布信息，宁德时代枧下窝矿 区停产，且短期不复产，预计碳酸锂价格将明显抬升。锂元素月度供需平衡的过剩幅度将呈现明显收 窄，并且下游企业碳酸锂客供比例预期将有下调的可能。价格上行的节点来看，在国内锂矿库存消耗、 日韩转口贸易、海外矿山发运增量、智利阿根廷进口碳酸锂、硫酸锂等明显增加以弥补缺口前，预计碳 酸锂价格将维持上行格局。考虑到贸易物流时间，给予锂价提供上行的时间空间。与此同时，仍需高度 关注项目的复工进展，复工后价格将快速下跌至成本抬升的价格中枢。截止上周五SMM长协基准价期 现基差（2509合约）周环比下跌7170元/吨至-4740元/吨，后续盘面继续大幅上行则存在较强的基差修复 可能。受事件型驱动影响，预计近期锂价波动加剧，建议投资者谨慎持仓。 申银万国期货表示，短期核心矛盾仍集中在仓单库存，特别是海外矿山财报将陆续披露，需要关注停 产/减产的项目情况。中期来看，新增产能还在陆续上车，不认为具备中期反转基 ...

EV Battery Giant CATL Suspends Mining Project https://t.co/T6wpNGM4iD ...

锂矿股集体爆发，天齐锂业、赣锋锂业涨停，亿纬锂能涨6%。 受盘面影响，新能源车相关ETF涨超3%。 8月11日，期货市场开盘，碳酸锂期货所有合约全线涨停。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。 有分析人士指出，此次停产对碳酸锂的供需平衡利好较大。在三季度碳酸锂供需紧平衡的背景下，此次停产或造成单月 数千吨的供应缺口。供给扰动叠加传统补库季节来临，锂价短期反弹空间较大，碳酸锂涨价有望带动锂电产业链整体价 格与盈利的修复。 （文章来源：每日经济新闻） | 代码 | 名称 | 现价 | | 涨跌 涨跌幅 ▼ | | --- | --- | --- | --- | --- | | 159824 | 新能车ETF | 0.902 | 0.030 | 3.44% | | 515030 | 新能源车ETF | 1.347 | 0.044 | 3.38% | | 159806 | 新能源车ETF | 0.587 | 0.019 | 3.35% | | 516660 | 新能源车ETF基金 | 0.827 | 0.026 | 3.25% | | 159637 | ...

Indeed, CATL is the world's biggest maker of electric vehicle batteries. It confirmed this Bloomberg scoop over the weekend. It confirmed this.Bloomberg scoop this morning in Asia hours and indeed, that it will be suspending operations at this mine temporarily for three months. But this really is coming about at a time when lithium prices are pretty depressed. They have been for quite some time now.And, you know, when you look at the impact of this this mining closure for lithium, you know, Bank of America ...

近期，受益于机器人概念的火热，北纬科技股价"飙升"，8月4日至8月7日期间收获四连板，区间股价累计上涨46.47%。但在8月8日，北纬科技股价跌超 8%。 股价异动期间，北纬科技发布公告称，公司目前经营情况正常，内外部经营环境未发生重大变化。半年度业绩预告显示，北纬科技今年上半年增收不增 利，公司报告期内净利润同比由盈转亏，亏损265万元-345万元。 对于业绩亏损的原因，北纬科技表示，公司持续优化技术及服务能力，并进一步加大市场营销推广，由于推广费用一次性当期计入而推广获取的用户收入 按照服务周期递延确认，从而导致净利润出现阶段性亏损的情况。同时，由于报告期内对2024年预留限制性股票进行了授予，相应增加了股份支付费用， 使得费用进一步增加。 宁德时代旗下锂矿停产 碳酸锂期货、锂矿股"大爆发" 8月11日，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。 8月11日，A股三大指数集体收涨。截至午间休市，沪指涨0.51%，深证成指涨1.48%，创业板指涨1.99%，北证50指数涨1. ...

Market Overview - The A-share market showed a strong upward trend on August 11, with the ChiNext Index rising nearly 2% by midday [1] - The PEEK materials concept led the market, with companies like Zhongxin Fluorine Materials and Jinfat Technology hitting the daily limit [1] - Sectors such as gold, banking, electricity, and shipbuilding manufacturing experienced declines [1] Jihua Group - Jihua Group's stock price hit the daily limit down, with 4.1446 million shares on the limit, totaling nearly 2 billion yuan [2] - The stock had previously surged over 94% due to speculation in the military sector [2] - On August 8, Jihua Group announced it received a notice from the China Securities Regulatory Commission regarding an investigation for suspected information disclosure violations [4] - The company reported a projected net loss of 60 million to 80 million yuan for the first half of 2025, primarily due to reduced orders from key clients [4] - Jihua Group's losses exceeded 4.2 billion yuan in 2024, marking the highest loss since its listing [4] Lithium Mining Sector - Lithium mining stocks surged, with companies like Shengxin Lithium Energy and Tianqi Lithium hitting the daily limit [5] - The average stock price of lithium mining companies in A-shares increased by 15.68% year-to-date [10] - Ningde Times announced a temporary suspension of mining operations at the Jiangxi province's Jianxiawo lithium mine for at least three months [7] - The suspension could impact monthly supply by approximately 8,000 tons, accounting for 8% of domestic supply [9] - Several lithium companies, including Tianqi Lithium and Xizang Zhuofeng, are expected to report significant profit increases compared to the previous year [12] Financing and Investment Trends - Multiple lithium mining stocks received net inflows of financing in August, with Ningde Times, Tianqi Lithium, and Zhongmin Resources receiving 370 million yuan, 301 million yuan, and 168 million yuan respectively [13][14] - The financing activities indicate strong investor interest in the lithium sector amid supply concerns and positive earnings forecasts [10][12]