一、行情 8月11日，锂电池板块集体大涨。江特电机一字板，金鹰股份、华正新材、盛新锂能、永杉锂业、天齐锂业、莱尔科技等先后涨停，新宙邦、中矿资源、赣 锋锂业、德方纳米、融捷股份等集体大涨。 | 锂电池 | +2.66% | | | | | --- | --- | --- | --- | --- | | 理由 | | 宁德时代宣春项目采矿许可证到期后暂停开采 | | | | 股票名称 | | 最新价 ◆ | 涨跌幅 = | 涨停时间 ◆ | | 野马电池 605378.SS | 4天2板 | 27.64 | +9.99% | 09:32:31 | | 江特电机 002176.SZ | | 8.68 | +10.01% | 09:25:00 | | 盛新锂能 002240.SZ | | 18.44 | +10.02% | 09:43:48 | | 天齐锂业 002466.SZ | | 44.91 | +9.99% | 10:00:51 | | 赣锋锂业 002460.SZ | | 39.88 | +8.28% | | | 永杉锂业 603399.SS | | 11.16 | +8.24% | | 二、事件：宁德时 ...

Core Viewpoint - The expectation of a supply contraction in "white oil" is influencing the market, leading to a significant rebound in lithium carbonate futures prices, which have surpassed 80,000 yuan/ton, moving away from the industry consensus on the breakeven line [1] Group 1: Supply Dynamics - The recent surge in lithium carbonate futures prices is primarily driven by strong market expectations of reduced supply [1] - Analysts suggest that if the anticipated supply reduction materializes, the current strong demand and weak supply dynamic for lithium carbonate will likely change [1] Group 2: Demand Trends - Downstream demand has shown unexpected strength, contrary to initial expectations of a demand vacuum from July to August [1] - In July, downstream demand decreased by 6% to 7% month-on-month; however, actual tracking indicates an increase in production across the industry, with notable performance in commercial vehicles, heavy trucks, and energy storage sectors [1] - Overall, July's battery cell production exhibited a 5% month-on-month growth [1]