Sou Hu Cai Jing·2025-07-18 07:15Market Overview - The A-share market experienced a rebound today, with all three major indices closing higher. The Shanghai Composite Index rose by 0.5%, the Shenzhen Component increased by 0.37%, and the ChiNext Index gained 0.34%. The total trading volume reached 1.571 trillion, an increase of 31.7 billion compared to the previous trading day [1] Sector Performance 1. Lithium Mining Surge - The lithium mining sector saw significant gains due to three main factors: 1. Cangge Mining announced that its potassium fertilizer company received a notice to immediately stop lithium resource development, impacting lithium supply [2] 2. The main contract for lithium carbonate on the Dalian Commodity Exchange rose over 4%, surpassing 70,000 yuan [2] 3. The global demand for lithium, driven by the booming electric vehicle industry and the rapid development of energy storage, continues to grow [2] 2. Rare Earths Rally - The rare earth sector experienced a surge due to two key reasons: 1. Several rare earth permanent magnet companies reported significant profit increases, with Huahong Technology expecting a net profit growth of 3047%-3722% year-on-year, and Northern Rare Earth forecasting a net profit increase of 1883%-2015% [3] 2. A new rare earth mineral named "Neodymium Yellow River" was discovered in Inner Mongolia, which is expected to positively impact the rare earth sector [3] 3. Coal and Nonferrous Metals Rise - The coal and nonferrous metals sectors saw substantial increases due to: 1. High summer temperatures leading to increased electricity demand, boosting coal consumption for thermal power generation [4] 2. The CCTD reference price for thermal coal in the Bohai Rim region rose again, with a week-on-week increase of 14, 19, and 18 yuan per ton [5] 3. Rainfall affecting coal production, with a 3.6% decrease in output and a 2.6% reduction in total inventory week-on-week [5] 4. Protests at overseas mines exacerbating resource supply concerns, contributing to price increases in metals like tin and zinc [5] 4. AI Sector Activity - The AI sector was active today, primarily due to OpenAI's technical live stream showcasing the new ChatGPT agent, which possesses autonomous thinking and action capabilities [6]