Zheng Quan Shi Bao Wang·2025-08-29 12:50Core Viewpoint - The lithium extraction from salt lakes concept has shown a positive performance, with a 1.69% increase, ranking 9th among concept sectors, indicating strong investor interest and potential growth in this area [1][2]. Market Performance - As of August 29, the salt lake lithium extraction concept saw 26 stocks rise, with notable performers including Walton Technology, which hit the daily limit, and others like Sandam Membrane, Blue Sky Technology, and Yiwei Lithium Energy, which increased by 7.08%, 7.01%, and 6.84% respectively [1]. - Conversely, stocks such as Beijiete, Chalco International, and China Electric Environmental Protection experienced declines of 6.11%, 2.54%, and 1.45% respectively [1]. Capital Flow - The salt lake lithium extraction sector attracted a net inflow of 2.165 billion yuan, with 18 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflows. BYD led with a net inflow of 985 million yuan, followed by Huayou Cobalt, Ganfeng Lithium, and Luoyang Molybdenum with net inflows of 441 million yuan, 253 million yuan, and 217 million yuan respectively [2][3]. - In terms of capital inflow ratios, Walton Technology, Ganfeng Lithium, and Tibet Summit had the highest net inflow rates at 26.31%, 8.66%, and 8.14% respectively [3]. Stock Performance - Key stocks in the salt lake lithium extraction sector included: - BYD: 4.34% increase with a turnover rate of 3.28% and a net capital flow of 984.57 million yuan [3]. - Huayou Cobalt: 3.18% increase with a turnover rate of 7.00% and a net capital flow of 441.46 million yuan [3]. - Ganfeng Lithium: 3.99% increase with a turnover rate of 6.09% and a net capital flow of 253.25 million yuan [3]. - Other notable stocks included Yiwei Lithium Energy with a 6.84% increase and a turnover rate of 5.54% [3].