Group 1 - The National Index for New Energy Vehicle Batteries (980032) increased by 2.81% as of August 11, 2025, with significant gains in constituent stocks such as Xinzhou Bang (300037) up 11.38%, Hunan Youneng (301358) up 10.89%, and Ganfeng Lithium (002460) up 9.99% [1] - The mining license for the Jiangxiawo mining area under CATL expired on August 9, leading to a formal suspension of operations, which has caused a significant increase in lithium carbonate futures by 11.15% to 77,000 yuan/ton [1] - Despite a slight increase in lithium carbonate inventory, the upcoming peak demand season ("Golden September and Silver October") is expected to support lithium prices, indicating a clear trend of price rebound due to supply disruptions and recovering demand [1] Group 2 - Recent increases in lithium carbonate prices are expected to drive profitability recovery in the battery and cathode material sectors, highlighting investment opportunities in these areas [2] - CATL's output of power batteries and energy storage batteries exceeded 270 GWh in the first half of 2025, representing a year-on-year growth of nearly 32%, with a capacity utilization rate of 90% [2] - As terminal demand continues to improve, CATL is accelerating its capacity expansion, with a total capacity of 690 GWh and an additional 235 GWh under construction, aiming for a total planned capacity of 925 GWh [2]

人民财讯8月11日电，港股收盘，恒生指数涨0.19%，恒生科技指数跌0.01%，赣锋锂业（002460）涨超 20%，天齐锂业（002466）涨超18%。 ...

连板股方面，长城军工8天6板，北纬科技6天5板，吉视传媒6天4板，航天科技5天4板，*ST创兴6天3 板，海立股份、洪田股份（维权）4天3板，赛诺医疗、上海港湾3连板，野马电池、皖通科技4天2板， 华胜天成、特发信息（维权）等3天2板，万通发展（维权）、新疆交建等2连板，麦格米特、大族激光 等涨停。 北京文化、金利华电、*ST元成（维权）、*ST苏吴（维权）等跌停。 8月11日，A股全天下来共有84只涨停股、12只跌停股。锂矿概念活跃，赣锋锂业、天齐锂业等涨停； PEEK材料概念走强，中欣氟材5天4板，金发科技、超捷股份等涨停。 ...

（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]

每经AI快讯，8月11日，A股赣锋锂业盘中涨停，涨幅 9.99%，成交额超33 亿元。 （文章来源：每日经济新闻） ...

A股赣锋锂业盘中涨停，涨幅9.99%，成交额超33亿元。 ...

另一方面，全球央行购金量放缓，机构称金价短期上涨动力减弱，黄金股集体下跌，山东黄金、招金矿 业跌幅居前，濠赌赌延续上周五跌势，餐饮股、互联网医疗股、脑机接口概念股走低。(格隆汇) (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇8月11日｜港股三大指数今日高开，盘初小幅探底后再度回升转涨，恒生指数涨0.19%，国企指 数平收，恒生科技指数上涨0.11%，总体呈现窄幅震荡行情。 盘面上，大型科技股涨跌不一，其中，阿里巴巴涨1.72%，百度、快手小幅上涨，美团跌1.5%，腾讯、 小米、京东飘绿；苹果上周飙升逾13%！创2020年7月以来最佳单周表现，带动苹果概念股走强，鸿腾 精密劲升近10%领衔；近期多个重大基建工程开工，建材水泥股、高铁基建股多数表现活跃，北京五环 外解除限购，内房股普遍上涨，中资券商股、汽车股、电信股、教育股齐涨。 ...

Market Overview - The Hang Seng Index rose by 0.19% to 24,906.74 points, while the Hang Seng Tech Index increased by 0.11% to 5,466.56 points. The National Enterprises Index remained flat at 8,895.58 points [1] - Year-to-date, the Hang Seng Index has gained 24.16%, and the Hang Seng Tech Index has increased by 22.35% [2] Major Stock Movements - Among large tech stocks, Alibaba-W rose by 1.72%, while Tencent Holdings fell by 0.45%. JD Group-SW and Xiaomi Group-W also saw slight declines of 0.08% and 0.29%, respectively. Notably, Bilibili-W increased by 2.75% [2] - In the Hang Seng Index constituent stocks, BYD Electronics surged by 5.71%, and Techtronic Industries rose by 4.56%. Conversely, Galaxy Entertainment dropped by 3.53% [2] Electric Vehicle and Battery Sector - In the Hang Seng Tech Index, XPeng Motors-W increased by 6.49%, and NIO-SW rose by 3.10%. However, Hua Hong Semiconductor fell by 4.23% [3] - Ganfeng Lithium saw a significant rise of nearly 20%, while CATL's stock price increased by 1.47% [4] - Citigroup predicts that lithium prices may rise above 80,000 RMB per ton due to supply disruptions, before stabilizing between 70,000 to 80,000 RMB per ton [3] Construction and Cement Sector - Cement stocks experienced a rally, with Dongwu Cement rising over 5%. This is attributed to the commencement of several major infrastructure projects, including the Yarlung Tsangpo River hydropower project and the Xinjiang-Tibet Railway [4] Gold Sector - Gold stocks generally declined, with Shandong Gold falling over 5%. This is linked to a drop in spot gold prices, which fell below $3,370 per ounce [5] Biotechnology Sector - Zhonghui Biotechnology saw a remarkable debut, soaring over 160% on its first trading day, with a fundraising amount of 383 million HKD and an oversubscription rate of 4,006.64 times [6][7] Consumer Sector - Baiguoyuan Group's stock fell nearly 3% following criticism regarding rising fruit prices. The chairman responded to consumer concerns, emphasizing the company's educational approach towards consumers [5]

美银证券发表研究报告指，宁德时代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5000至1万吨碳酸锂当量(LCE)去库存，今年底 的库存或会下降至介乎约10万至11万吨的水平。 该行将赣锋锂业H股评级由"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H股评级由"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。 ...