底部狂飙15%+！龙头股扭亏为盈，还有这些股获机构看好

Market Overview - On July 18, the A-share market opened higher with major indices rising: Shanghai Composite Index up 0.34%, Shenzhen Component Index up 0.3%, and ChiNext Index up 0.26% [1] - The non-ferrous metals sector showed strong performance, particularly in rare earth, lithium, and nickel mining concepts, while photovoltaic-related concepts experienced a pullback [1] Lithium Market Dynamics - Lithium carbonate futures saw a significant rebound, with the main contract rising over 15% from its year-to-date low, peaking at a 4.32% increase during the day [2] - The spot price for battery-grade lithium carbonate was reported at 65,000 CNY/ton on July 17, an 8.52% increase from the late June low of 59,900 CNY/ton [3] - A decline in lithium salt imports has been noted, attributed to seasonal production reductions in Argentina and Chile, impacting shipment volumes [3] Company Performance and Forecasts - Several lithium mining stocks saw substantial gains, with major players like Tianqi Lithium and Ganfeng Lithium expected to report improved earnings, with Tianqi Lithium forecasting a turnaround to profitability [5] - Xizang Zhuofeng is projected to achieve a net profit of 204 million to 306 million CNY in the first half of the year, representing a year-on-year growth of 59.31% to 138.96% [5] - Research reports suggest that the lithium battery supply chain is at a historical low point, with expectations for recovery in profitability and revenue growth in 2025 [3][4] Institutional Interest - There has been significant institutional interest in lithium mining stocks, with over 17 billion CNY of net inflow into the sector and multiple companies receiving extensive institutional research attention [5]