Group 1 - The market is focused on the expiration of mining permits in Ningde, leading to production suspension expectations, which has driven lithium prices up rapidly, although downstream acceptance remains low, resulting in limited transactions [1] - The cobalt market is affected by the export ban from the Democratic Republic of Congo, leading to a decrease in inventory and an increase in prices, with cobalt sulfate quotations rising but transactions remaining sluggish [1] - The production of ternary materials reached a historical high in August, demonstrating a "not-so-slow season" characteristic [1] Group 2 - As of August 13, the non-ferrous ETF fund (159880.SZ) increased by 2.07%, and its related index, the Guozheng Non-ferrous Index (399395.SZ), rose by 1.98% [1] - Among the major constituent stocks, Zijin Mining rose by 3.40%, Luoyang Molybdenum increased by 6.90%, Tongling Nonferrous Metals grew by 4.95%, China Aluminum went up by 1.98%, and Xinyi Silver Tin rose by 4.16% [1]
有色ETF基金(159880)涨超2%，锂钴供给扰动叠加三元排产新高，资源板块强势上行
Xin Lang Cai Jing·2025-08-13 06:10