"反内卷"的风吹到了锂矿领域。 8月11日，宁德时代回应称，其在宜春项目采矿许可证8月9日到期后已暂停了开采作业，正按规定办理延续申请，待 获得批复后将尽早恢复生产，对整体经营影响不大。 受此消息刺激，11日A股锂矿概念大幅走高，天齐锂业、赣锋锂业、盛新锂能、江特电机涨停。截至12日下午收盘， 江特电机再度涨停，天齐锂业、盛新锂能等跟涨。 | 序号 代码 | | 名称 | 0 | 最新 | 涨幅% ↓ | | --- | --- | --- | --- | --- | --- | | 11 | 002176 | 江特电机 | 1 | 9.55 | 10.02 | | 2 | 002213 | 大为股份 | 1 | 18.96 | 2.38 | | 3 | 002466 | 天齐锂业 | 1 | 45.88 | 2.16 | | 4 | 002240 | 盛新锂能 | 1 | 18.75 | 1.68 | | 5 | 300818 | 耐普矿机 | 1 | 25.05 | 1.25 | A股锂矿概念板块走势，图片来自于Choice 有分析认为，宁德时代宜春项目停产是碳酸锂行业反内卷去产能的重要信号之一，对碳酸锂 ...

Core Viewpoint - The article discusses the recent developments in the lithium market, particularly focusing on the impact of mining permit expirations and potential supply disruptions on lithium carbonate prices [4][5]. Group 1: Market Developments - On August 11, energy metals surged, with lithium mining stocks leading the gains, including companies like Shengxin Lithium Energy, Tianqi Lithium, and Ganfeng Lithium hitting the daily limit [4]. - Ningde Times announced that it has suspended mining operations at its Yichun project due to the expiration of its mining permit on August 9, and is in the process of renewing the permit [4]. Group 2: Supply and Demand Dynamics - There are concerns regarding eight lithium mining companies in Jiangxi that need to complete their resource verification reports by the end of September, which has been affecting lithium carbonate price trends [4]. - Analysts believe that the suspension of operations could positively impact the supply-demand balance in the lithium carbonate industry, with estimates suggesting a potential monthly impact of 7,000 to 8,000 tons of lithium carbonate equivalent due to permit approval delays [4]. Group 3: Price Expectations - Despite the potential for price increases due to supply disruptions, some analysts argue that the overall market remains oversupplied, and a significant price reversal may take time [5]. - Historical data indicates that when the Yichun mining area was previously suspended in January 2025, lithium carbonate prices ranged between 75,000 to 80,000 yuan per ton, driven by strong demand expectations [4].

"反内卷"的风吹到了锂矿领域。 8月11日，宁德时代回应称，其在宜春项目采矿许可证8月9日到期后已暂停了开采作业，正按规定办理延续申请，待 获得批复后将尽早恢复生产，对整体经营影响不大。 受此消息刺激，昨天A股锂矿概念大幅走高，天齐锂业、赣锋锂业、盛新锂能、江特电机涨停。截至今天下午收盘， 江特电机再度涨停，天齐锂业、盛新锂能等跟涨。 九岭锂业全称为"江西九岭锂业股份有限公司"，其早在2022年7月就在国金证券的保荐下冲击沪主板，2025年6月底又 更新了一版招股书申报稿。作为国内锂云母提锂盐的龙头之一，九岭锂业的客户包括宁德时代、比亚迪等。 如今锂矿市场情况如何？不妨通过九岭锂业来一探究竟。 1 为宁德时代、比亚迪供货，面临客户集中风险 九岭锂业来自江西省宜春市奉新县，主要产品为碳酸锂。 碳酸锂作为锂离子电池的正极、电解质等核心原料，主要应用于新能源汽车动力电池、储能电池、消费电池等锂离子 电池产品。 | 序号 代码 | | 名称 | ● | 最新 | 涨幅% ↓ | | --- | --- | --- | --- | --- | --- | | 1 | 002176 | 江特电机 | 1 | 9.55 | ...

Group 1 - The lithium mining sector experienced a significant surge yesterday, followed by a pullback today [1] - Yongshan Lithium Industry and Zhongkuang Resources both saw declines of over 5% [1] - Rongjie Co. and Ganfeng Lithium dropped by more than 3%, while Tianqi Lithium fell nearly 2% [1]

另外，锂矿概念11日走势也很强。消息面上，宁德时代江西省枧下窝锂矿将临时停产，该锂矿产量占国 内总产量的12.5%，对锂矿相关概念是利好。只是，目前市场锂矿积压比较多，涨价能否延续还需要进 一步观察。 11日大盘出现了两个好现象，一是主力资金罕见净流入超76亿元，二是成交量超过了1.8万亿元，正是 众人盼望的量价齐升。从技术上来看，沪指明显呈多头排列。目前沪指已经逼近去年10月8日的高点 3674点附近，从目前情况来看，沪指突破这个高点应该不会太难。 这是近段时间来湘股表现最强势的一天。147只个股有113只上涨，湖南裕能与启迪药业强势涨超10%。 湖南裕能的主营业务是锂离子电池正极材料研发、生产和销售。公司磷酸铁锂出货量国内第一，主要供 货宁德时代和比亚迪等。2025年一季报，公司每股收益0.12元，归母净利润9431.64万元，净利润同比增 长率-40.56%。公司表示，其新产品CN-5系列、YN-9系列和YN-13系列凭借优异的性能获得了客户的高 度认可。CN-5系列兼具长循环寿命和低温性能优异等特性，契合大电芯储能电池对电池全生命周期价 值提升的追求。YN-9系列在实现高压实密度的同时，有效保障材料的 ...

Market Performance - The Shanghai Composite Index rose by 0.34% to close at 3647.55 points, while the Shenzhen Component Index increased by 1.46% to 11291.43 points. The ChiNext Index saw a rise of 1.96% to 2379.82 points, and the STAR 50 Index gained 0.59% to 1049.73 points. The total trading volume in the Shanghai and Shenzhen markets reached 18269.73 billion [1]. Sector Movements - Lithium mining stocks surged, with companies like Shengxin Lithium Energy hitting the daily limit. AI-related concepts were active, with stocks such as Keleke also reaching the daily limit. Robotics stocks continued to perform well, with Jiangte Electric and others hitting the daily limit [1]. Stock Performance - A total of 32 stocks hit the daily limit, with 181 stocks rising over 7%, and 182 stocks increasing between 5-7%. There were 48 stocks with gains between 3-5%, while 3331 stocks rose by 0-3%. On the downside, 977 stocks fell by 0-3%, with only 6 stocks declining by 3-5% and 1 stock dropping by 5-7% [4]. Limit Up Analysis - Notable stocks hitting the daily limit included: - Jiangte Electric (002176.SZ) due to lithium mining and humanoid robot developments - Shengxin Lithium Energy (002240.SZ) driven by share buybacks and solid-state battery initiatives - Keleke (002782.SZ) attributed to half-year report growth and AI server power [5][6]. Related Hotspots - In the lithium sector, CATL announced on August 11 that its Yichun project mining license expired on August 9, leading to a suspension of mining operations while it applies for a renewal [6].

一、沪深股通前十大成交 今日沪股通总成交金额为1102.52亿，深股通总成交金额为1167.48亿。 | | | | 沪股通( 8月11日 ) | | | | --- | --- | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金額 (亿元) | 前一交易日净买人额 (亿元) | 张幅(%) | | 1 | 600519 | 贵州茅台 | 24 52 | | | | 2 | 601138 | 工业营联 | 14.37 | | | | 3 | 601899 | 紫金矿业 | 12 68 | | | | ન | 600150 | 中国船舶 | 10.22 | | | | 5 | 006009 | 长江电力 | 9.97 | | | | 6 | 600030 | 中信证券 | 9:48 | | | | 7 | 600276 | 恒盛医药 | 9 40 | | | | 8 | 600036 | 品高银行 | 8.78 | | | | g | 688256 | 事武纪 | 8.61 | | | | 10 | 603259 | 药明康信 | 8.41 | | | | | ...

A股今日（8月11日）全线走高，沪指盘中续创年内新高，连续6日收阳；创业板指大涨近2%。港股窄幅震荡，恒生指 数小幅上扬。 具体来看，沪指盘中震荡上扬，深证成指、创业板指强势拉升。截至收盘，沪指涨0.34%报3647.55点，深证成指涨 1.46%报11291.43点，创业板指涨1.96%报2379.82点，北证50指数涨1.18%，沪深北三市合计成交18501亿元，较此前一 日增加1135亿元。 PEEK材料概念爆发 PEEK概念盘中大幅拉升，截至收盘，华密新材涨超20%，双一科技、超捷股份20%涨停，中研股份、新瀚新材涨约 15%，中欣氟材亦涨停。值得注意的是，超捷股份、新瀚新材均创出历史新高。 | 代码 | 名称 | | 涨幅% | 现价 | 沿线专 | 买价 | 卖价 | 总量 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 836247 华密新材 | | | R 22.13 | 33.33 | 6.04 | 33.33 | 33.34 | 249429 | | 300690 双一科技 | | R | 20.00 | 32.88 ...

A股今日(8月11日)全线走高，沪指盘中续创年内新高，连续6日收阳；创业板指大涨近2%。港股窄幅震荡，恒生指数小幅上扬。 PEEK概念盘中大幅拉升，截至收盘，华密新材涨超20%，双一科技、超捷股份20%涨停，中研股份、新瀚新材（301076）涨约15%，中欣氟材（002915） 亦涨停。值得注意的是，超捷股份、新瀚新材均创出历史新高。 | 代码 | 名称 | � | 涨幅% | 现价 | 活大走天 | 兴价 | 卖价 | 总量 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 836247 | 华密新材 | | R 22.13 | 33.33 | 6.04 | 33.33 | 33.34 | 249429 | | 300690 双一科技 | | R | 20.00 | 32.88 | 5.48 | 32.88 | l | 271213 | | 301005 超捷股份 | | D | 20.00 | 55.87 | 9.31 | 55.87 | - | 192762 | | 688716 中研股份 | | K | 15.24 | 47.71 ...

Market Overview - A-shares experienced a broad increase on August 11, with the Shanghai Composite Index reaching a new high for the year, marking six consecutive days of gains [1] - The Shanghai Composite Index rose by 0.34% to 3647.55 points, while the Shenzhen Component Index increased by 1.46% to 11291.43 points, and the ChiNext Index surged by 1.96% to 2379.82 points [1][2] - Total trading volume in the Shanghai and Shenzhen markets reached 18501 billion, an increase of 1135 billion from the previous day [1][2] Sector Performance PEEK Materials - The PEEK materials sector saw significant gains, with companies like Huami New Materials and Shuangyi Technology hitting the 20% daily limit up, and others like Zhongyan New Materials rising approximately 15% [6][8] - PEEK materials are recognized for their low density, high strength, and chemical stability, making them essential for lightweight humanoid robots, enhancing their performance and reliability [8] AI Industry Chain - Stocks in the AI industry chain were notably active, with companies like Weirgao and Dazhu Laser reaching the 20% limit up, and others like Tiancheng Technology and Luyiguangdian also showing strong performance [10][12] - The recent release of OpenAI's GPT-5 is expected to accelerate AI applications and commercialization, benefiting internet companies and enhancing the AI investment landscape [10][12] Lithium Mining - The lithium mining sector saw a collective rise, with companies like Ganfeng Lithium and Tianqi Lithium reaching their daily limit up, indicating strong market interest [14][16] - The expiration of mining permits for certain lithium projects is expected to impact domestic lithium carbonate production by nearly 12%, potentially leading to a tightening supply and higher lithium prices [16]