A股全线爆发！海南自贸概念强势拉升 锂矿概念崛起

Market Overview - A-shares experienced a strong rally on July 24, with the Shanghai Composite Index recovering above 3600 points, and the Shenzhen Component Index, ChiNext Index, and Sci-Tech 50 Index all rising over 1% [2] - The Shanghai Composite Index closed up 0.65% at 3605.73 points, the Shenzhen Component Index rose 1.21% to 11193.06 points, and the ChiNext Index increased by 1.5% to 2345.37 points [3] Sector Performance - The Hainan Free Trade Zone concept saw significant gains, with stocks like Kangzhi Pharmaceutical and Hainan Airport hitting the daily limit [5] - The lithium mining sector surged, with companies such as Tibet Mining and Tianqi Lithium reaching their daily limits, and Ganfeng Lithium rising by 8% [8] - The rare earth sector was active, with Longi Green Energy and Baotou Steel hitting their daily limits, and other companies like Jinli Permanent Magnet seeing nearly a 10% increase [12] Hainan Free Trade Port - The National Development and Reform Commission announced that the Hainan Free Trade Port will officially start operations on December 18, 2025, marking a significant milestone for the region [6][7] - The establishment of a customs supervision area across Hainan Island is expected to enhance the local tourism industry and improve the business environment, benefiting related sectors such as tourism retail and hotel services [7] Lithium Mining Sector - The lithium mining sector saw a notable rise, with lithium carbonate futures prices reaching a new high of 77,000 yuan/ton, marking a more than 30% increase since late June [10] - Recent regulatory actions in regions like Jiangxi and Qinghai are expected to help clear supply in the lithium industry, potentially impacting domestic lithium resource supply [10] Rare Earth Sector - The rare earth market is anticipated to recover due to improved domestic demand and export expectations, with high-performance neodymium-iron-boron demand projected to grow at a CAGR of 25% from 2020 to 2024 [14] - Domestic prices for praseodymium-neodymium oxide are expected to rise, with recent prices reported at 496,000 yuan/ton, a 25% increase since the beginning of the year [14]