这一宜春地区产能最大的锂云母矿之一的停摆，迅速在资本市场掀起波澜，不仅引来了投资者的现场蹲 守见证，更推动A股碳酸锂板块上演涨停潮，同时被业内视作碳酸锂行业反内卷的重要信号，引发多方 关注与解读。 有投资者深夜蹲守 8月10日，证券时报记者实地探访发现，站在山下的宜丰县花桥乡湖溪眺望，远远就能看到山顶的矿山 区，作业区的挖掘机一动不动，也没有听到轰鸣的机器声。当地村民表示，"矿区是昨晚（8月9日）停 的。以前晚上正常开工时，灯火通明，山上放炮，山下的房子都能感受到。原来矿区的山地，很多就是 我们村民的山地，后来卖给了他们。" 8月11日，《每日经济新闻》记者从宁德时代（300750）内部人士处了解到，公司旗下宜春时代新能源 矿业有限公司的宜丰县圳口里-奉新县枧下窝矿区（以下简称枧下窝矿区）陶瓷土（含锂）已暂停开采 作业，但对企业没有影响。根据有关法律要求，宁德时代正在按照相关规定办理采矿证延续申请。 南华期货（603093）贵金属新能源研究组负责人夏莹莹表示，宁德时代枧下窝矿区采矿端停产将直接影 响锂矿供给，国内锂资源供应边际将进一步收紧，进而对锂盐供给量形成一定压制。据测算，此次停产 预计影响国内碳酸锂月产 ...

8月11日，《每日经济新闻》记者从宁德时代内部人士处了解到，公司旗下宜春时代新能源矿业有限公 司的宜丰县圳口里-奉新县枧下窝矿区（以下简称枧下窝矿区）陶瓷土（含锂）已暂停开采作业，但对 企业没有影响。根据有关法律要求，宁德时代正在按照相关规定办理采矿证延续申请。 每经编辑 贾运可 据宁德时代方面此前披露的信息，江西宜春枧下窝矿区3300万吨含锂瓷土选矿项目分三期建设，其中一 期1000万吨年选原矿产能于2023年建成。中信期货分析师杨飞表示，枧下窝矿区及配套冶炼厂的碳酸锂 供应量约为1万吨/月，约占国内总产量的12.5%。三季度碳酸锂供需紧平衡。在此背景下，该矿区停 产，或带来单月数千吨的供应缺口。 南华期货贵金属新能源研究组负责人夏莹莹表示，宁德时代枧下窝矿区采矿端停产将直接影响锂矿供 给，国内锂资源供应边际将进一步收紧，进而对锂盐供给量形成一定压制。据测算，此次停产预计影响 国内碳酸锂月产量约6000吨，占国内月产量的约8.5%。 此次宁德时代枧下窝矿区停产，被市场视为碳酸锂行业反内卷去产能的重要信号之一。 这一宜春地区产能最大的锂云母矿之一的停摆，迅速在资本市场掀起波澜，不仅引来了投资者的现场蹲 守见证 ...

证券代码：300769 证券简称：德方纳米 公告编号：2025-053 深圳市德方纳米科技股份有限公司 2025 年员工持股计划第一次持有人会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、 持有人会议召开情况 （一） 审议通过《关于设立 2025 年员工持股计划管理委员会的议案》 为保障本员工持股计划的顺利实施，维护持有人的合法权益，根据《2025 年员工持股计划》《2025 年员工持股计划管理办法》的相关规定，同意设立管 理委员会，作为本员工持股计划的日常监督管理机构，并代表持有人行使股东权 利。管理委员会由 3 名委员组成，设管理委员会主任 1 人，管理委员会委员的任 期与本员工持股计划的存续期一致。 表决结果：同意 31,106,867 份，占出席会议的持有人所持份额总数的 100%； 反对 0 份，占出席会议的持有人所持份额总数的 0%；弃权 0 份，占出席会议的 持有人所持份额总数的 0%。 （二） 审议通过《关于选举 2025 年员工持股计划管理委员会委员的议案》 选举王远航、李茉、王莉为本员工持股计划管理委员会委员，任期与本员工 ...

新华财经北京8月11日电（胡晨曦）新华500指数（989001）8月11日收盘涨0.6%，报4530.52点。 （文章来源：新华财经） 走势上看，新华500指数（989001）11日早间微有高开随后震荡上行，午后指数持续整理，最终小幅收涨。指数盘中最高触及4542.64点，最低触及4505.75 点，成分股全天总成交额报5015亿元，成交额较上一交易日有所增加。 成分股方面，德方纳米、新宙邦、大族激光、天齐锂业等成分股涨幅居前；赤峰黄金、山东黄金、圆通速递、中国船舶等成分股跌幅靠前。 ...

Core Viewpoint - The A500 index and its leading ETF show positive performance, indicating a strong market trend and investor confidence in A-shares. Group 1: A500 Index Performance - As of August 11, 2025, the A500 index rose by 0.71%, with notable increases in constituent stocks such as Defang Nano (+13.08%), Xinjubang (+11.38%), and Hunan YN (+10.89%) [1] - The leading A500 ETF (563800) closed up by 0.69% [1] Group 2: A500 ETF Trading and Liquidity - The leading A500 ETF had a turnover rate of 7.79% and a total trading volume of 1.29 billion yuan on the day [3] - Over the past year, the average daily trading volume of the A500 ETF was 1.91 billion yuan, with a current scale of 16.46 billion yuan [3] Group 3: A500 ETF Performance Metrics - The A500 ETF has seen a net value increase of 7.06% over the past six months [3] - Since its inception, the ETF's highest monthly return was 4.54%, with an average monthly return of 3.16% and a winning probability of 60.87% [3] - Year-to-date, the ETF has a relative drawdown of 0.04% compared to its benchmark, indicating lower risk among comparable funds [3] Group 4: A500 Index Composition and Industry Distribution - The A500 index comprises 500 securities selected for their large market capitalization and liquidity, reflecting the overall performance of representative companies across various industries [4] - The index maintains a balanced distribution between traditional and emerging industries, with increased weight in sectors like pharmaceuticals, new energy, and computing [4] Group 5: Market Outlook - Current market trends remain strong, with margin financing balances returning to 2 trillion yuan, suggesting rising investor confidence [7] - The A-share market is expected to maintain a positive trend, with the index likely to gradually rise [8]

消息面上，国家统计局数据显示，7月份核心CPI同比持续回升，PPI环比降幅收窄。7月份，扩内需政策 效应持续显现，居民消费价格指数（CPI）环比由上月下降0.1%转为上涨0.4%，同比持平，扣除食品和 能源价格的核心CPI同比上涨0.8%，涨幅连续3个月扩大。 对于当前A股行情，中信建投表示，短期A股继续超预期上行面临一定阻力，PPI弱于预期、关税缓和协 议到期与估值修复完成带来的交易缩量，但A股仍处于牛市中继，回调带来配置良机。当前海外边际改 善，美联储人事变动或提升市场降息预期，美元走弱趋势利好新兴市场股市，其中港股相对更加受益。 政策信号下，反内卷与宽信用有望促使价格低位温和回升。近期行业轮动加速，建议关注新赛道低位细 分品种。行业重点关注国防军工、AI算力、半导体、人形机器人、有色、交运、券商、创新药等。 8月11日，大盘高开后表现分化，截至13：07，深证成指、创业板涨超1.5%。盘面上，碳酸锂期货开盘 涨停提振新能源情绪，锂电池产业链全线大涨。盘中科技股及低位权重板块共振，光模块CPO、券商、 白酒、PEEK材料表现抢眼。 跟踪中证A500指数的A500ETF基金（512050）震荡走高涨近1%， ...

Group 1 - A-shares indices collectively rose on August 11, with the Shanghai Composite Index increasing by 0.33% and nearly 4,000 stocks in the market rising [1] - A500 ETF (512050) continued to strengthen, up 0.89%, with a trading volume exceeding 4.2 billion yuan, ranking first among its peers [1] - The A500 ETF tracks the CSI A500 Index, which employs a dual strategy of industry-balanced allocation and leading stock selection, covering all 35 sub-industries [1] Group 2 - As of the end of July, the average return of billion-level private equity funds exceeded 16%, with a positive return rate of 98%, and most funds achieving returns over 10% [1] - The number of billion-level private equity funds increased to 90, indicating a growing trend in the industry [1] - The current market environment is characterized by active trading and a positive feedback loop of capital inflow and stock market gains, enhancing market risk appetite [2] Group 3 - The A-share market is experiencing a strong upward trend, supported by various sources of incremental capital, including insurance funds, pension funds, public and private equity funds, and retail investor allocations [2] - Industry rotation is accelerating, with recommendations to focus on new sectors such as AI computing power, semiconductors, humanoid robots, non-ferrous metals, transportation, brokerage, and innovative pharmaceuticals [2] - The current market is viewed as a continuation of a bull market, with potential opportunities arising from any short-term corrections [2]

Group 1 - The core viewpoint of the news is that lithium carbonate futures have reached a three-month high due to the suspension of mining operations at the Jiangxiawo mine by CATL, leading to a significant impact on lithium supply and prices [1][2][3] - On August 11, lithium carbonate futures contracts hit the daily limit, with the main contract (2511) rising by 8% to 81,000 yuan/ton [1] - The A-share lithium mining sector saw strong performance, with companies like Shengxin Lithium Energy, Jiangte Motor, and Tianqi Lithium all hitting the daily limit, while others like Zhongmin Resources and Ganfeng Lithium rose over 9% [1] Group 2 - The suspension of mining at CATL's Jiangxiawo mine is expected to reduce domestic lithium carbonate production by approximately 6,000 tons per month, accounting for about 8.5% of the domestic monthly output [2] - The phosphate iron lithium battery sector also showed activity, with companies like Xinzhou Bang and Wanrun New Energy seeing significant gains [1] - CATL confirmed that the mining license for the Yichun project has expired, and they are in the process of applying for a renewal, indicating that the overall impact on operations is not significant [1][2]

Group 1 - The A-shares market opened strongly with all three major indices rising, particularly driven by a surge in lithium carbonate futures and the lithium mining sector [1] - The A500 ETF leader (563800) saw a trading volume of 1.211 billion yuan, with a turnover rate of 7.31% [1] - The A500 ETF leader has achieved a net asset value increase of 7.06% over the past six months, with a maximum monthly return of 4.54% since its inception [1] Group 2 - The CSI A500 Index reflects the performance of 500 large-cap, liquid securities across various industries, balancing traditional and emerging sectors [2] - The market sentiment remains high, as evidenced by the increase in margin trading balances, which reached over 2 trillion yuan, the highest level since July 2015 [2] - Analysts suggest focusing on sectors such as defense, AI computing, semiconductors, humanoid robots, non-ferrous metals, transportation, brokerage, and innovative pharmaceuticals for investment opportunities [2] Group 3 - The macroeconomic environment is characterized by increased risk appetite and declining risk-free interest rates, contributing to a "systematic bull market" in A-shares [3] - The A500 ETF leader provides a balanced exposure to high-quality leading companies across various industries, serving as a tool for investors to access core A-share assets [3]

| 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 300769 | 德方纳 米 | 12.38 | 12.83 | 33.57 | 36.77 | 9.55 | | 830809 | 安达科 技 | 5.42 | 7.37 | 5.57 | 5.84 | 4.83 | | 301091 | 深城交 | 4.71 | 4.38 | 31.44 | 32.70 | 4.01 | | 300068 | 南都电 源 | 5.20 | 9.59 | 15.79 | 16.39 | 3.77 | | 600773 | 西藏城 投 | 3.72 | 2.96 | 10.78 | 11.15 | 3.41 | | 000006 | 深振业A | 4.45 | 5.95 | 6.58 | 6.80 | 3.40 | | 300818 | 耐普矿 机 | 3.75 | 3.90 | 23.90 | 24.65 | 3 ...