Group 1 - The "anti-involution" policy is benefiting the rare metals industry, with supply disruptions from lithium mines leading to an expected increase in lithium prices [1] - As of 2025, 54 companies in the A-share non-ferrous metals sector have released performance forecasts, with over 80% (44 companies) expected to be profitable, including Zijin Mining and Luoyang Molybdenum with net profits exceeding 5 billion yuan [1] - The solid-state battery, as the next-generation solution for lithium batteries, is anticipated to achieve an energy density exceeding 500 Wh/kg, significantly enhancing battery performance [1] Group 2 - In July 2025, China's power battery installation volume increased by 34.85% year-on-year, with ternary materials accounting for 19.50% of the total, led by CATL, BYD, and Zhongchu Innovation [2] - Upstream raw material prices have generally risen, with battery-grade lithium carbonate priced at 82,000 yuan/ton, up 33.88% since early July, and lithium hydroxide at 74,800 yuan/ton, up 23.91% [2] - The CSI Rare Metals Theme Index rose by 2.45% as of August 15, 2025, with significant gains in component stocks such as Zhongke Sanhuan and Platinum New Materials [2]
多家公司半年报业绩预增！稀有金属ETF(159608)盘中涨超2%，产业链需求端有望持续景气
Xin Lang Cai Jing·2025-08-15 06:22