| 涨幅榜 | 资金净流入 | ５日涨幅ｵ | | --- | --- | --- | | 电工电网 | 汽车 | 贵金属 | | +3.15% | +2.78% | +2.529 | | 酒菜 | 生物科技 | 软饮料 | | +2.48% | +2.33% | +2.179 | | 上证指数 | 深证成指 | 北证5( | | --- | --- | --- | | 3857.93 | 12696.15 | 1574.2 | | +14.33 +0.37% +124.78 +0.99% +19.82 +1 | | | | 科创20 | 创业板指 | 万得全, | | 1341.31 | 2890.13 | 6175.7 | | -23.29 -1.71% +62.95 +2.23% +22.75 +0 | | | | 沪深300 | 中证500 | 中证A5( | | 4496.76 | 7043.94 | 5372.7 | | +32.98 +0.74% +32.78 +0.47% +44.88 +0 | | | | 中证1000 | 中证2000 | 中证红 | | 7438.68 | 3101.54 ...

热点轮动！芯片产业链调整，锂电产业链爆发。 A股市场今天（8月29日）上午整体小幅上涨。此前连续强势的芯片产业链个股出现调整，受此拖累，科创50指数盘中一度跌超3.5%，个股方面，寒武纪 盘中一度跌超8%。 锂电产业链爆发，Wind热门概念指数中，锂电负极、动力电池、锂电池、锂电正极、固态电池、磷酸铁锂电池等概念指数涨幅居前。板块内多股涨停或 涨幅超过10%，宁德时代盘中涨超14%。 其他典型个股方面，工业富联总市值突破1万亿元，盘中股价再创历史新高。 工业富联市值突破1万亿元 A股市场今天整体表现震荡反复。截至上午收盘，上证指数等主要指数实现上涨，其中，北证50指数、创业板指涨超2%，盘中均涨超3%。受芯片概念股 调整拖累，科创50指数跌2.51%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3849.76 | 6.17 | 0.16% | | 399001 | 深证成指 | 12688.85 | 117.48 | 0.93% | | 899050 | 北证50 | 1592.84 | 38.4 ...

2025.08. 29 本文字数：1350，阅读时长大约2分钟 作者 | 一财资讯 11:30 A股午盘｜创业板指涨2.34% 两市半日成交1.85万亿 截至午间收盘，沪指涨0.16%，深成指涨0.93%，创业板指涨2.34%。 沪深两市半日成交额1.85万亿。个股跌多涨少，全市场超3200只个股下跌。 盘面上看，保险、白酒、固态电池、减肥药等板块涨幅居前，半导体、智谱AI、通信服务、光刻机 等板块跌幅居前。 宁德时代涨11.45%，股价重回300元上方；工业富联涨3.74%，股价盘中再创历史新高，总市值突 破万亿元。 | 涨 2008 全A | 跌 3261 A股成 | | --- | --- | | 序号 代码 | 现价 涨跌 涨跌幅 | | 1 | 6.17 0.16% | | 2 399001 深证成指 | 12688.85 117.48 0.93% | | 3 899050 北证50 | | | ব 881001 万得全A | 6169.27 16.28 0.26% | | 5 000688 科创50 | 1330.31 | | 6 399006 创业板指 | 2893.44 66.27 2.34% ...

创业板指突破2900点整数关口，涨2.58%，续创3年多新高，麒麟电池、钠离子电池、锂矿概念等板块 涨幅居前，成份股宁德时代涨近10%。（第一财经AI快讯） ...

10:22 创业板指涨幅扩大至2% 创业板指涨幅扩大至2%，沪指涨0.54%，深证成指涨1.06%。 10:45 创业板指突破2900点整数关口 续创3年多新高 创业板指突破2900点整数关口，涨3%，续创3年多新高，麒麟电池、钠离子电池、锂矿概念等板块涨幅 居前。 10:07 创业板指涨幅扩大至1% ...

10:45 创业板指突破2900点整数关口 续创3年多新高 创业板指突破2900点整数关口，涨3%，续创3年多新高，麒麟电池、钠离子电池、锂矿概念等板块 涨幅居前。 10:22 创业板指涨幅扩大至2% 创业板指涨幅扩大至2%，沪指涨0.54%，深证成指涨1.06%。 10:07 创业板指涨幅扩大至1% ...

资金流向方面，新迅达今日主力资金净流出1323.66万元，近五日累计净流出6529.86万元。 风险提示：市场有风险，投资需谨慎。（本内容由AI生成，仅供参考，不构成投资建议。） 新迅达股价报13.86元，较前一交易日下跌4.41%。数据显示，该股开盘价为14.55元，盘中最高触及 14.62元，最低下探至13.83元，成交量为107105手，成交额达1.52亿元。 新迅达属于互联网服务板块，同时涉及锂矿概念、网红经济等。公司主营业务涵盖互联网信息服务及相 关技术开发。 根据财报数据，新迅达上半年归母净利润为-1357.08万元，较上年同期的-8096.24万元有所收窄。 ...

Core Viewpoint - The Chinese automotive sector is experiencing a significant rally, with major stocks showing substantial gains, driven by favorable monetary policy and strong sales growth in the industry [2][3][8]. Group 1: Market Performance - On August 18, Hong Kong automotive stocks rose sharply, with Great Wall Motors up nearly 13%, NIO up nearly 8%, and Geely up nearly 5% [2]. - The A-share index rose over 1%, reaching a nearly 10-year high, with automotive companies continuing their upward trend from the previous week [2][3]. - Over 70% of the 101 Chinese automotive stocks tracked saw price increases, with an average gain of 3.6%, second only to the Shenzhen Composite Index [3]. Group 2: Monetary Policy Impact - The People's Bank of China (PBOC) has played a crucial role in supporting the stock market through liquidity injections, releasing a total of 1.2 trillion yuan in the past two weeks [2][8]. - The PBOC's emphasis on maintaining a moderately loose monetary policy for the second half of the year has provided reassurance to the market [8]. Group 3: Sales Growth - Data from the China Automotive Industry Association indicates that vehicle sales in the first seven months of the year reached 18.269 million units, a year-on-year increase of 12% [6]. - The automotive sales growth has exceeded the expected levels of 2% to 3%, contributing to the positive market sentiment [3][6]. Group 4: Stock Performance Highlights - Harmony Auto led the weekly gains with a 76% increase, followed by Ganfeng Lithium with a 21.05% rise [7][10]. - Other notable performers include Baideli Holdings, Hesai, Great Wall Motors, and Tianqi Lithium, all of which saw gains exceeding 10% [7]. - The dealer/retail sector outperformed with a remarkable 9.64% increase, attributed to the high growth in automotive sales this year [3]. Group 5: Individual Company Developments - Harmony Auto's surge is linked to BYD's strong overseas sales and its aggressive global expansion strategy, having opened 100 BYD stores in two years [9]. - Ganfeng Lithium received a significant investment from JPMorgan Chase, increasing its holdings and benefiting from the strong performance of lithium stocks due to supply disruptions [10]. - Hesai reported a 53.9% year-on-year revenue growth in Q2 and secured a partnership with Toyota for laser radar production [10][12]. - Great Wall Motors has commenced production at its factory in Brazil, with an annual capacity exceeding 30,000 vehicles [12].

Core Viewpoint - The recent surge in the A-share market is primarily driven by the lithium mining sector, following the announcement of production halts by Ningde Times, which is expected to significantly reduce lithium supply and consequently increase prices [7][9][10]. Group 1: Market Performance - The A-share market saw a significant increase, with the ChiNext Index leading the gains, and both the Shanghai Composite Index and Shenzhen Component Index reaching new highs for the year [3]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.83 trillion yuan, an increase of 116.7 billion yuan compared to the previous trading day [4]. - Over 4,100 stocks in the market rose, with more than a hundred stocks increasing by over 9% [5]. Group 2: Supply and Demand Dynamics - The production halt at the Jiangxi Yichun mining area, one of the largest lithium mica mines, is expected to reduce annual lithium production capacity by 30 million tons [7]. - A decrease in supply, without a change in demand, is likely to drive up lithium prices [9]. Group 3: Market Sentiment and Capital Flow - The current market requires compelling narratives and themes to sustain investor interest and profitability, with recent positive news driving market momentum [13][14]. - Institutional investors have remained in the market longer than usual, attracted by the continuous emergence of profitable themes, which has helped stabilize the market [15][17]. - The recent lithium production cuts are seen as a new positive catalyst for institutional investors, encouraging them to accumulate positions in anticipation of retail investors entering the market [17][20]. Group 4: Policy Implications and Market Outlook - The capital market's positive outlook on anti-involution policies is highlighted by the immediate impact of Ningde Times' production cuts, which is one of the first tangible actions in this regard [18][20]. - Anti-involution policies aim to address excessive local subsidies and the survival of inefficient enterprises, particularly in the renewable energy sector [22][26]. - The expected outcome of these policies is a healthier market environment, where price increases and fair competition can thrive, ultimately benefiting the economy [32][34].

"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 ...