创业板指半日涨近2%，PEEK材料、AI硬件股集体大涨。吉视传媒、赛诺医疗、上海港湾3连板，一图看懂>> 锂电池 宁德时代宣春项目采矿许可证到期 = 江特电机 国内云母提锂的龙头企业 野马电池 4天2板 国内领先的锌锰电池制造 月3日，公司取得一项名 锰电池结构"的专利，可 态电池推动富锂锰基中铝 利或可降低富锂锰基成本 ẩ新锂能 公司在阿根廷的SDLA盐 碳酸锂当量，为在产项目 除此之外，公司在阿根廷 项目, 包括Pocitos、Ari 天齐锂业 全球第四大、甲国和业洲 商，一季度同比扭亏 新疆概念 国铁集团950亿成立新藏铁路公司 新疆交建 2天2板 实控人新疆国资委;公司 资质等级最高的路桥工程 路工程施工总承包特级资 北新路桥 2天2板 西藏天昶建工是北新路桥 子公司，主营公路工程施 程施工总承包 天顺股份 2天2板 公司是新疆最大的民营结 八一钢铁 2天2板 中国宝武钢铁集团旗下, \// 新疆火炬 2天2板 喀什天然气优质供应商， 疏附县的燃气特许经营权 国统股份 2天2板 中国物流集团旗下,我国 骨干供应商之一 西部建设 2天2板 公司是新疆地区最大的宿 大的预拌混凝土生产企业 必得科技 轨道交 ...

Core Viewpoint - Ningde Times has suspended mining operations at the Jiangxi Yichun project due to the expiration of its mining license, but the overall impact on the company's operations is considered minimal [1] Group 1: Company Operations - The mining license for the Jiangxi Yichun project expired on August 9, leading to a temporary halt in operations while the company applies for a renewal [1] - The company has confirmed that it has submitted the necessary application materials to the local natural resources bureau and is awaiting approval, with a positive outlook on the situation [4] - The company reported a revenue of 178.9 billion RMB in the first half of the year, a year-on-year increase of 7.27%, and a net profit of 30.5 billion RMB, up 33.02% year-on-year [5] Group 2: Industry Impact - The suspension of operations at Ningde Times' lithium mine may lead to a potential supply reduction of 7,000 to 8,000 tons of lithium carbonate equivalent per month due to similar license approval processes affecting other lithium mines in Jiangxi [1] - The increase in tax rates for converting ceramic clay to lithium clay may significantly raise costs, especially during the traditional peak season from September to November, which could drive up lithium carbonate prices [1] - The recent developments in Jiangxi's lithium mining sector are expected to lead to a re-evaluation of lithium carbonate supply and pricing, with heightened expectations of supply contraction [1][2]

宁德时代（300750.SZ）8月11日在投资者互动平台表示，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：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：网传贵公司旗下宜春时代所属江西省宜丰县圳口里-奉 新县枧下窝陶瓷土（含锂） 矿采矿证未能正常续期，是否属实？ ...

据悉，名为"cninfo636776"的网友在 7 月 25 日向宁德时代提问："枧（IT之家注读音：jiǎn）下窝矿近期是否有停产计划，是否能在到期前完成续证"？ IT之家 8 月 11 日消息，宁德时代今天在深交所互动易平台上证实，公司的宜春项目采矿许可证已在 8 月 9 日到期，现已暂停开采作业。 投资者您好，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，感谢您的关注。 此前《期货日报》曾确认，宁德时代枧下窝矿区采矿端已在 8 月 10 日凌晨 24 点停产，且短期内无复产计划，目前锂价已经看涨至 9-10 万元每吨（此前低 位约 5.8 万元 / 吨）。 今天宁德时代回应了该提问，IT之家附回应全文如下： ...

Group 1 - The core point of the news is that CATL's Jiangxiawo mining area has confirmed a production halt since August 10, with no short-term plans for resumption, impacting lithium carbonate supply significantly [1][3] - The lithium carbonate supply from the Jiangxiawo mining area is approximately 10,000 tons per month, accounting for about 12.5% of the domestic total production [1] - As of the week ending August 7, the social inventory of lithium carbonate was 142,400 tons, an increase of 692 tons week-on-week, indicating a current market condition of inventory accumulation [1] Group 2 - Following the news of the production halt, lithium carbonate futures contracts opened with a limit increase, with the main contract reported at 81,000 yuan per ton, reflecting an 8% increase [1] - Market sentiment and speculative trading are influencing the futures market, with expectations that lithium carbonate prices may challenge the 80,000 yuan per ton mark, although the fundamental market conditions have not changed significantly [3] - Investors are advised to approach the situation with caution, as the actual impact of the production halt remains to be observed, and there may be a risk of overheated market sentiment [3]

盘面上，科网股表现分化，阿里巴巴涨超1%、京东涨超0.6%，腾讯控股小幅回落，网易跌近1%。生物技术股大涨，中慧生物上市首日涨超155%；加密货 币概念股股普遍上涨，华检医疗涨超10%；苹果概念股活跃，瑞声科技涨超2%；黄金股回调，赤峰黄金跌超3%。 值得注意的是，锂电池板块早盘大幅高开。其中，天齐锂业大涨超10%，赣锋锂业涨超9%，宁德时代涨超2%。消息面，宁德时代宜春项目暂停开采业务， 业内认为或将搅动碳酸锂价格走向。 跨境ETF方面，纳指科技ETF、日经225ETF、美国50ETF等涨超1%。港股市场方面，港股汽车ETF、恒生消费ETF、港股通ETF等小幅上涨；恒生创新药 ETF、港股红利ETF基金等跌超0.5%。 每经记者｜曾子建 每经编辑｜肖芮冬 8月11日早盘，港股市场小幅高开。截至发稿时，恒生指数报24906点，上涨0.19%；恒生科技指数报5466点，上涨0.11%。 ...

Group 1: Danuo Pharmaceutical - Danuo Pharmaceutical is a biotechnology company established in 2013, focusing on the discovery, development, and commercialization of innovative drug products to address unmet clinical needs in bacterial infections and related diseases [1] - The company has developed a differentiated pipeline consisting of seven innovative assets, including three core products: TNP-2198, the world's first and only new molecular entity candidate drug for treating Helicobacter pylori infection; TNP-2092 injection, a potential first-in-class candidate drug for treating implant-related bacterial infections; and TNP-2092 oral formulation, the world's first multi-target candidate drug for treating gut microbiota-related metabolic diseases [1] Group 2: Xinwanda - Xinwanda is a global lithium battery technology company dedicated to providing green and efficient integrated solutions for new energy [2] - The company is involved in the research, design, manufacturing, and sales of lithium batteries, covering a wide product matrix that includes consumer batteries, power batteries, and energy storage systems, offering comprehensive solutions from cell to module to system, as well as battery testing and recycling [2] - Xinwanda has established long-term stable partnerships with leading global technology companies, including major smartphone manufacturers such as Xiaomi, Lenovo, OPPO, vivo, Honor, and Transsion, with all top ten global smartphone manufacturers in 2024 being its customers [2]

宁德时代11日在互动平台上回复投资者提问时表示，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。 上证报中国证券网讯 宁德时代11日在互动平台上回复投资者提问时表示，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。 ...

Group 1 - Lithium battery concept stocks in the Hong Kong market experienced a collective surge, with Tianqi Lithium rising nearly 15%, Ganfeng Lithium up over 11%, Hongqiao Group increasing by over 8%, and CATL rising nearly 4% [1][2] - CATL announced on an interactive platform that it has suspended mining operations at its Yichun project after the mining license expired on August 9, and is in the process of applying for an extension [1] - Reports indicate that CATL's Jiangxiawo lithium mine will be offline for at least three months, contributing to supply disruptions in the lithium market [1] Group 2 - Citigroup predicts that the sentiment around supply disruptions will push lithium prices above 80,000 RMB per ton in the coming days, before stabilizing in the range of 70,000 to 80,000 RMB per ton [1]

上周港股主要指数先抑后扬，今日三大指数高开，恒指涨0.35%，国指涨0.26%，恒生科技指数涨 0.19%。盘面上，大型科技股多数呈现上涨行情，阿里巴巴涨1.46%，京东、百度、美团、快手均上 涨，网易、小米飘绿；宁德时代枧下窝锂矿停产，锂电池概念股大涨，天齐锂业涨近15%，赣锋锂业涨 超11%，苹果上周飙升逾13%！创2020年7月以来最佳单周表现，港股苹果概念股普遍上涨，北京五环 外解除限购，稳楼市具信号意义，内房股普遍活跃，重型基建股、创新药概念股、内险股、建材水泥股 齐涨。另一方面，辅助生殖概念股下挫，锦欣生殖大跌9%，黄金股、餐饮股、电信股走低。(格隆汇) ...