权威精选 锂矿股早盘大幅上涨。 8月11日早间，A股市场震荡走强，截至午间收盘，创业板指涨近2%。PEEK材料概念领涨市场，中欣氟材、金发科技等涨停。PCB、 CPO等算力硬件方向走强，黄金、银行、电力、船舶制造等板块领跌。 际华集团一字跌停 早盘，际华集团股价一字跌停，截至午间收盘，跌停板上有414.46万手，合计金额近20亿元。上周，际华集团股价连续两个涨停，从军 工股开始炒作以来，该股最高涨幅更是超过94%。 锂矿股掀起涨停潮 锂矿股今日开盘大涨，截至午间收盘，盛新锂能、天齐锂业、江特电机涨停，中矿资源、赣锋锂业大涨超9%。 | 代码 | 名称 | | * ● | | 東新 旅幅%+ | | | 涨跌 息量 现量 买入价 | | 卖士价 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | BK1173 锂矿概念 | | | � | 1377.49 | 3.77 | 20.05 | 13387 | 0 | - | | | 002240 | 感新锂能 R | | 1 | 18.44 | 10.02 | 1.68 | ...

【导读】锂矿概念股盘初飙涨， 碳酸锂期货所有合约均触及涨停， 新疆本地股持续活跃 中国基金报记者 晨曦 大家好！新一周交易日开启，来一起关注最新的市场行情和资讯 ～ 8 月 11 日上午， A 股市场盘中冲高，深证成指、创业板指涨超 1% 。 近期宁德时代枧下窝矿采矿证到期，暂停开采作业。消息一出，锂矿、盐湖提锂、稀有金属、锂电池等概念股集体飙涨。 此外，上午炒股软件、新疆振兴、西部大基建等概念股持续活跃，贵金属、银行、水电等板块走低。 | Wind热门概念指数 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 炒股软件 | 盐湖提锂 | 新疆振兴 | 锂矿 | 5.33% | 3.45% | 3.26% | 4.41% | | 锂电电解液 | PEEK材料 | 电源设备 | 西部大基建 | 2.95% | 2.88% | 2.54% | 2.56% | | 动力电池 2.46% | 磷酸铁锂电池 2.45% | 英语 -0.61% | 免税店 -0.80% | | --- | --- | --- | --- | | 电力股 ...

8月11日，锂矿概念大涨，盛新锂能、江特电机、永杉锂业等涨停，中矿资源、赣锋锂业涨7%，西藏矿 业、雅化集团等跟涨。 | 名称 | 现价 | 涨跌幅 | | --- | --- | --- | | 盛新锂能 | 18.44 | 10.02% | | 江特电机 | 8.68 | 10.01% | | 天齐锂业 | 44.91 | 9.99% | | 永杉锂业 | 11.34 | 9.99% | | 中矿资源 | 42.51 | 7.87% | | 赣锋锂业 | 39.61 | 7.55% | | 雅化集团 | 15.04 | 5.47% | | 融捷股份 | 38.32 | 5.33% | | 西藏矿业 | 23.51 | 4.81% | | 威领股份 | 12.91 | 4.20% | 碳酸锂期货所有合约价格大涨，碳酸锂期货主力合约一字涨停。 | 合约名称 | 涨跌幅 | | | --- | --- | --- | | 碳酸锂主连 | 8.00% | ST (01010 | | 碳酸锂2606 | 8.00% | 80220 | | 碳酸锂2511ª | 8.00% | 81000 | | 碳酸锂2604 | ...

Market Overview - The A-share market is experiencing a strong upward trend driven by themes such as lithium mining, humanoid robots, and flying cars [1] - As of the midday close, the Shanghai Composite Index rose by 0.51%, the Shenzhen Component Index increased by 1.48%, and the ChiNext Index gained 1.99% [2] Sector Performance - PEEK material concept stocks saw a collective surge, with Zhongxin Fluorine Materials achieving four consecutive trading limits in five days [3] - Computing hardware stocks are also showing strength, with Shenghong Technology reaching a historical high [4] - The PEEK materials, lithium mining, CPO, and PCB sectors are among the top gainers, while banking, electricity, gold, and oil and gas sectors are among the laggards [5] Lithium Mining Sector - The lithium mining concept experienced significant gains, with stocks like Shengxin Lithium Energy, Jiangte Motor, and Tianqi Lithium hitting the daily limit [8] - In the futures market, lithium carbonate futures reached the daily limit [10] - The price of lithium has reached approximately 70,000 yuan per ton, with supply disruptions from companies like Ningde Times potentially leading to short-term price increases [12] PEEK Materials Sector - PEEK materials saw a rise of over 4% on August 11, with stocks like Chaojie Co. and Xinhan New Materials hitting the daily limit [14] - PEEK, known for its exceptional mechanical properties and high-temperature resistance, is increasingly used in various industries, including aerospace, medical implants, and robotics [16] - The 2025 World Robot Conference highlighted the growing importance of PEEK materials in humanoid robots, with potential market contributions reaching 4.2 billion yuan by 2027 [16] Flying Cars Sector - XPeng Motors' stock price increased by over 7%, reflecting positive market sentiment [17][18] - The company announced the formation of a test pilot team for its flying car project, marking a significant step towards large-scale testing [20] - A-share flying car concept stocks also performed strongly, with companies like Shuangyi Technology hitting the daily limit [20]

Core Viewpoint - The lithium mining sector experienced significant gains on August 11, with various companies reaching their daily price limits, indicating strong market interest and potential investment opportunities in this sector [1]. Group 1: Market Performance - Lithium concept stocks surged, with companies like Shengxin Lithium Energy, Jiangte Motor, and Yongshan Lithium Industry hitting the daily limit, while others like Zhongmin Resources and Ganfeng Lithium rose by 7% [1]. - The futures prices for lithium carbonate saw substantial increases, with the main contract reaching a limit up [2]. Group 2: Company-Specific Developments - CATL's mining operations at the Jiangxiawo mine were halted on August 9, with no immediate plans for resumption. The company stated that the impact on overall operations would be minimal as they are in the process of renewing their mining permit [3][4]. - The Jiangxi Yichun Natural Resources Bureau has mandated eight lithium mining companies, including CATL's Yichun Times New Energy Mining Co., to complete resource verification reports by the end of September [4]. Group 3: Analyst Insights - According to Everbright Securities, the supply disruptions from CATL's mine shutdown are expected to elevate lithium prices in the short term. The report suggests focusing on companies with cost advantages and expansion potential in the resource sector [5].

指数早盘集体走强，创指半日涨近2%。板块方面，PEEK材料概念领涨，双一科技、超捷股份双双 20cm涨停；锂矿概念股集体大涨，盛新锂能、天齐锂业等盘中涨停；临近午盘CPO概念拉升，威尔高 20cm涨停；下跌方面，黄金概念弱势震荡，武商集团领跌；银行股走弱，浙商银行、浦发银行跌幅居 前；电力股持续回调，华银电力、乐山电力领跌。总体来看，个股呈普涨态势，上涨个股超4200只。截 至午间收盘，沪指报3653.50点，涨0.51%；深成指报11293.25点，涨1.48%；创指报2380.29点，涨 1.99%。盘面上，PEEK材料、能源金属、元件板块涨幅居前，贵金属、中船系、银行板块跌幅居前。 ...

北京商报讯8月11日，锂矿概念板块走强，板块内盛新锂能（002240）、江特电机、天齐锂业3股盘中涨 停。此外，中矿资源、赣锋锂业、融捷股份等多股跟涨。 消息面上，宁德时代枧下窝矿区采矿端于8月9日晚停产。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。 （文章来源：北京商报） ...

| 24783.25 | | 8848.98 | | 5430.02 | | --- | --- | --- | --- | --- | | 恒生指数 -0.30% | | 国企指数 -0.52% | | 恒生科技指数 -0.55% | | 序号代码 | | 名称 | 现价 | 涨跌 涨跌幅 → | | 1 | 1347 | 华虹半导体 | 40.640 -3.360 | -7.64% | | വ | | | 9961 携程集团 - S 467.80-14.200 -2.95% | | | ന | | 0268 | 17.460 -0.490 | -2.73% | | ব | | 0981 中芯国际 | 47.460 -1.200 | -2.47% | | 5 | | 3888 金山软件 | 33.060 -0.560 | -1.67% | | 6 | | 1024 快手 - W | 78.000 -1.150 -1.45% | | | 7 | | 0992 | 10.880 -0.150 | -1.36% | | ರು | | 6618 京东健康 | 52.100 -0.700 | -1.33% | | თ ...

8月11日，A股市场震荡上行，锂矿板块暴涨！截至9:56，新能源汽车ETF（516390）放量涨超2%，冲击两连阳。有色50ETF（159652）高开震 荡，微涨0.27%。 新能源汽车ETF（516390）标的指数成分股悉数走强，锂矿板块领涨，盛新锂能、天齐锂业10cm涨停，赣锋锂业涨超7%！宁德时代、汇川技 术、比亚迪等微涨。 【新能源汽车ETF（516390）标的指数前十大成分股】 | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 成交额 | 估算权重▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300750 | 宁德时代 | 电力设备 | 0.84% | 15.37 Z | 9.89% | | 2 | 300124 | 汇川技术 | 机械设备 | 0.90% | 3.47 亿 | 9.08% | | 3 | 002594 | 比亚迪 | 汽车 | 0.46% | 8.02亿 | 7.80% | | 4 | 000625 | 长安汽车 | 汽车 | 0.70% | 1.98亿 | 4.92% | | 5 | 002050 | 三 ...

此外，宁德时代枧下窝锂矿停产。有消息称，该矿山采矿端将于8月10日起停产，且短期内没有复产计划。市场也普遍认为，周一（8月11日）开盘，碳酸锂 期货和相关股票将有所反应。 8月11日，受宁德时代枧下窝锂矿停产消息影响，"反内卷"主题电池板块迎来大幅反弹，锂矿概念领涨两市，碳酸锂期货所有合约均冲击涨停，其中主力合 约（2511）涨幅8%。 二级市场上，板块代表性的电池ETF（561910）早盘持续震荡拉升，截至发文涨幅1.74%。资金面持续活跃，近10日该ETF已获8894万元资金净申购，近20 日资金净流入额升至1.4亿元。 | < 日 | | 电池ETF(561910.SH) | | | | --- | --- | --- | --- | --- | | | | 交易中 08-11 10:10:46 | | | | 0.528 | | 昨收 | 0.518 | 流通盘 | | +0.010 | +1.93% | 开盘 | 0.522 | 流通值 | | 最高 | 0.528 | 成交量 | 50.3万 | 换手率 | | 最低 | 0.522 | 成交额 | 2643万 | 均价 | | IOPV | 0. ...