8月11日，锂矿股早盘大幅走强，碳酸锂全部合约在开盘5分钟内先后触及涨停。 此前，多方消息指出，江西宜春枧下窝陶瓷土（含锂）矿、水南矿段瓷土（含锂）矿等8处矿权被通告存在规避上级部门 审批权限，越权办理出让、变更或延续登记手续问题，宜春市自然资源局要求相关矿企9月30日之前提交矿种变更储量核 实报告，合理确定主矿种。 此外，7月17日，藏格矿业（000408）收到海西州自然资源局、海西州盐湖管理局下发的立即停止锂资源开发的通知，要 求立即停止违规开采行为，完善锂资源开发手续。矿权不合规问题从江西扩散至青海。 宜春自然资源局网站公开信息显示，江西省宜丰县圳口里-奉新县枧下窝矿区陶瓷土（含锂）矿普查探矿权于2022年4月20 日公开拍卖出让，由宁德时代下属子公司宜春时代新能源矿业有限公司竞得，成交价8.65亿元。 消息面上，当日，宁德时代（300750）新能源科技股份有限公司（以下简称"宁德时代"）在互动平台表示，公司在宜春项 目采矿许可证8月9日到期后已暂停了开采作业，正按相关规定尽快办理采矿证延续申请，获得批复后将尽早恢复生产， 该事项对公司整体经营影响不大。 宁德时代宜春项目暂停开采作业为何能引发市场剧烈反 ...

Market Overview - On August 11, the A-share market experienced a strong upward trend, with the ChiNext Index leading the gains, and both the Shanghai Composite Index and Shenzhen Component Index reaching new highs for the year [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.83 trillion yuan, an increase of 116.7 billion yuan compared to the previous trading day [1] - A total of 78 stocks hit the daily limit up, with 17 stocks achieving consecutive limit ups, and 28 stocks failed to hit the limit, resulting in a limit-up rate of 73% (excluding ST and delisted stocks) [1] Stock Performance - The market showed a healthy rotation of hotspots, with more stocks rising than falling; over 4,100 stocks increased in value, and more than 100 stocks rose over 9% [1] - Key sectors that performed well included PEEK materials, lithium mining, CPO, and PCB, while sectors such as banking, gold, film, and engineering machinery saw declines [1] Focus Stocks - Notable stocks included: - Changcheng Military Industry (601606) with 8 days of 6 limit ups, rising by 10% [6] - Beiwai Technology (002148) with 6 days of 5 limit ups, increasing by 10.04% [6] - Aerospace Science and Technology (000901) with 5 days of 4 limit ups, gaining 10.03% [6] - Zhongxin Fluorine Materials (002915) with 5 days of 4 limit ups, also rising by 10% [6] - The overall limit-up rate was 74%, with a performance increase of 3.81% for stocks that hit the limit the previous day [5]

盘面上，PEEK材料概念爆发，金发科技、超捷股份等多股涨停；宁德时代(300750)锂矿停产，锂矿概 念走高，天齐锂业(002466)、赣锋锂业(002460)及盛鑫锂能等多股涨停；PCB、消费电子板块午后拉 升，大族激光(002008)、深康佳A及威尔高等多股涨停；3D玻璃、电源设备、培育钻石、液冷概念及智 能穿戴等板块涨幅居前。另外，贵金属、黄金板块走低，赤峰黄金(600988)跌超5%；船舶制造板块走 弱，中国船舶(600150)领跌；铁路公路、银河等板块跌幅居前。(格隆汇) (责任编辑：宋政 HN002) 格隆汇8月11日｜A股三大指数今日集体走强，沪指、深成指齐创年内新高；截至收盘，沪指涨0.34%报 3647点，深证成指涨1.46%，创业板指涨1.96%。全天成交1.85万亿元，较前一交易日增量1136亿元，全 市场近4200股上涨。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3647.55 11291.43 1458.72 | | | | +12.42 +0.34% +162.75 +1.46% +17.00 +1.18% | | | | 科创50 ...

责编:陈玉尧 | 审核:李震 | 监审:古筝 市场全天成交额1.85万亿元，较上个交易日放量1136亿元。 盘面上，市场热点良性轮动，个股涨多跌少，全市场超4100只个股上涨，逾百股涨超9%。从板块来看，PEEK材料概念股再度爆发，中欣氟材5天4板。算 力硬件股震荡走强，胜宏科技再创历史新高。锂矿股集体大涨，盛新锂能等多股涨停。板块方面，PEEK材料、锂矿、CPO、PCB等板块涨幅居前，银 行、黄金、影视、工程机械等板块跌幅居前。 相关报道： 【大河财立方消息】8月11日，A股全天震荡走高，大盘报收3647.55点，创年内新高，创业板指涨1.96％。 ...

连板股方面，长城军工8天6板，北纬科技6天5板，吉视传媒6天4板，航天科技5天4板，*ST创兴6天3 板，海立股份、洪田股份（维权）4天3板，赛诺医疗、上海港湾3连板，野马电池、皖通科技4天2板， 华胜天成、特发信息（维权）等3天2板，万通发展（维权）、新疆交建等2连板，麦格米特、大族激光 等涨停。 北京文化、金利华电、*ST元成（维权）、*ST苏吴（维权）等跌停。 8月11日，A股全天下来共有84只涨停股、12只跌停股。锂矿概念活跃，赣锋锂业、天齐锂业等涨停； PEEK材料概念走强，中欣氟材5天4板，金发科技、超捷股份等涨停。 ...

Market Overview - The A-share market experienced a strong upward trend today, with the ChiNext index leading the gains, and both the Shanghai Composite and Shenzhen Composite indices reaching new highs for the year [1][3] - The total trading volume for the Shanghai and Shenzhen markets was 1.83 trillion, an increase of 116.7 billion compared to the previous trading day [1][6] Sector Performance - The market saw a healthy rotation of hotspots, with over 4,100 stocks rising and more than a hundred stocks increasing by over 9% [1] - Key sectors that performed well included PEEK materials, lithium mining, CPO, and PCB, while sectors such as banking, gold, film, and engineering machinery faced declines [2] Specific Stock Highlights - PEEK materials concept stocks surged again, with Zhongxin Fluorine Materials achieving significant gains [1] - Computing hardware stocks showed strong performance, with Shenghong Technology reaching a historical high [1] - Lithium mining stocks collectively rose, with companies like Shengxin Lithium Energy hitting the daily limit [1]

8月11日消息，沪指盘中再创年内新高，创指收涨近2%。板块方面，PEEK材料概念领涨两市，双一科技、超捷股份双双 20cm涨停；锂矿概念股集体大涨，赣锋锂业午后涨停；电池板块跟涨，野马电池涨停封板；下跌方面，黄金概念弱势震荡，潮 宏基、赤峰黄金领跌；银行股走弱，光大银行、沪农商行跌幅居前；中船系概念震荡走低，中国船舶、久之洋领跌。总体来 看，个股涨多跌少，上涨个股超4100只。 截至收盘，沪指报3647.55点，涨0.34%；深成指报11291.43点，涨1.46%；创指报2379.82点，涨1.96%。 盘面上，PEEK材料、能源金属、电池板块涨幅居前，贵金属、中船系、银行板块跌幅居前。 热点板块： 1、锂矿概念 盛新锂能、天齐锂业、永杉锂业、远航精密等多股上涨。 消息面上，宁德时代8月11日在互动平台表示，公司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，正按相关规 定尽快办理采矿证延续申请，待获得批复后将尽早恢复生产，该事项对公司整体经营影响不大。 2、PEEK材料 中欣氟材、华密新材、双一科技、新瀚新材等多股上涨。 消息面上，根据沙利文咨询的相关预测，在假设我国PEEK材料主要终端应用产品维持不 ...

Group 1 - A-shares indices collectively rose on August 11, driven by news catalysts, with significant gains in lithium-related sectors including lithium mining, lithium iron phosphate batteries, and lithium batteries [1] - The New Energy Vehicle ETF (515030) increased by 3.15%, with major holdings such as Shengxin Lithium Energy and Tianqi Lithium Industries hitting the daily limit, while companies like New Zhonbang and Defang Nano saw gains exceeding 12% and 11% respectively [1] - The mining operations in the Jiangxia Wokou area by CATL have been suspended since August 10, with no immediate plans for resumption, which may lead to price stabilization in lithium carbonate, a key upstream product in the industry [1] Group 2 - According to AVIC Securities, "involution-style" competition has led to a continuous price war, significantly reducing industry profitability and compromising quality, ultimately affecting sustainable development [2] - In June, 17 major automotive companies committed to a payment term of no more than 60 days to suppliers, indicating a shift towards better financial practices [2] - The electric vehicle price war is expected to ease, allowing the industry to transition from a focus on price to a focus on quality, with potential recovery in profit margins across the supply chain [2]

中证新能源指数聚焦新能源用电侧和设备商，国证新能源电池指数则聚焦新能源储能电池主题，二者成 份股均覆盖宁德时代、亿纬锂能等新能源龙头企业。新能源ETF易方达（516090）、储能电池ETF （159566）分别跟踪以上指数，可助力投资者便捷把握板块投资机遇。 （文章来源：每日经济新闻） 消息面上，宁德时代枧下窝矿区采矿端停产，自8月10日起，该矿山采矿端就不开展工作，且短期内没 有复产计划。据悉，该矿区年产能约4.2万吨碳酸锂，占国内锂云母产能20%左右。 业内人士分析，受此影响，8月可能出现6000吨以上供给缺口，表观去库明显，因而此次锂价短期反弹 空间较大，碳酸锂涨价也有望带动锂电产业链整体价格与盈利的修复。 今日，能源金属、固态电池板块集体走强，盛新锂能、天齐锂业双双涨停，受成份股带动，截至 13:40，中证新能源指数、国证新能源电池指数均涨超2%。 ...

Group 1 - The A-share market saw a collective rebound on August 11, with lithium mining concepts performing strongly, particularly the new energy vehicle (NEV) themed ETF, which rose by 3.38% [1] - Major lithium producers such as Shengxin Lithium Energy, Tianqi Lithium, and Ganfeng Lithium reached their daily price limits, while other companies like Defang Nano and Hunan Youneng saw gains exceeding 10% [1] - The suspension of mining operations at the Jiangxia Wokeng mining area by CATL, which produces lithium carbonate with an annual output capacity of 42,000 tons, is expected to reduce domestic lithium carbonate monthly production by approximately 8% [1] Group 2 - Financial analysis indicates that multiple lithium mines in Jiangxi may face production halts due to mining license approval processes, potentially impacting 7,000 to 8,000 tons of lithium carbonate equivalent per month [2] - The tax rate increase for converting ceramic clay mines to lithium clay mines will significantly raise costs, combined with the traditional peak season from September to November, leading to tighter supply and increased lithium carbonate prices [2]