今日早盘， A股继续稳步上扬，上证指数再创年内新高，中证1000也创2年多来新高，深证成指、北证 50等也纷纷逼近前期高点。超4300只个股上涨，成交呈小幅放大的趋势。 盘面上，PEEK材料、地面兵装、能源金属、风电设备等板块涨幅居前，贵金属、油气开采、银行、影 视院线等板块跌幅居前。 PEEK供需缺口可能扩大 PEEK材料概念早间高开高走，板块指数单边上涨近6%，半日成交接近前一交易日全天成交。双一科技 开盘后仅约7分钟就20%涨停，创3年半新高，超捷股份亦"20cm"封板，中欣氟材则5日4涨停，华密新 材、金发科技等纷纷涨停或涨超10%。 备受瞩目的"2025世界机器人大会"（8月8日—12日）正在举行，大会期间，50家人形机器人整机企业将 同台亮相，全方位展示人形机器人在工业制造、医疗护理、家庭服务等多元化场景下的创新应用成果。 在人形机器人大发展的当下，也有诸多因素制约着行业的发展，其中轻型坚固的材料就是其中之一。宇 树科技创始人王兴兴在世界机器人大会上预测，未来几年，全球人形机器人行业出货量每年翻一番，应 该是可以保证的。目前限制人形机器人跑得更快、跳得更高的因素，不是算法，而是硬件。突破硬件的 门 ...

| 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量（万手） = 总成交额（亿元）▼ | 净流入 (亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 能源金属 | 5.50 | 445.94 | 140.89 | 3.99 | 12 | 1 | | 2 | 其他电源设备 | 4.55 | 881.01 | 165.13 | 19.90 | 29 | വ | | 3 | 电池 | 3.08 | 1540.20 | 332.27 | 39.73 | ਰੇਰੇ | 2 | | 4 | 电子化学品 | 3.03 | 577.53 | 94.83 | 8.10 | 42 | 0 | | 5 | 元件 | 2.96 | 886.78 | 287.61 | 31.17 | ਦਰ | 0 | | 6 | 风电设备 | 2.72 | 548.51 | 92.63 | 7.82 | 24 | ട | | 7 | 消费电子 | 2.69 | 1660.03 | 402.86 | 35.20 | 03 | র্ব | | 8 ...

具体来看，超74%的个股周内实现上涨，213股周涨超15%，42股周涨超30%，15股周跌超15%。按照申 万一级行业分类，国防军工、有色金属、机械设备、综合等27个板块上涨，医药生物、计算机、商贸零 售、社会服务等4个板块下跌。 | 名称 | 最新点位 | 、涨跌幅 | | --- | --- | --- | | 上证指数 | 3635.13 | +75.18(2.11%) | | 深证指数 | 11128.67 | +137.35(1.25%) | | 创业板指 | 2333 96 | +11.33(0.49%) | | | 日期:8月4日-8月8日 制图:21投资通 | | 上周A股 过去一周（8月4日—8月8日），A股三大指数集体上涨。截至8月8日收盘，上证指数报3635.13点，周涨 2.11%；深成指报11128.67点，周涨1.25%；创业板指报2333.96点，周涨0.49%。 周五外盘 纽约股市三大股指8月8日上涨。截至8月8日收盘，道琼斯工业平均指数比前一交易日上涨206.97点，收 于44175.61点，涨幅为0.47%；标准普尔500种股票指数上涨49.45点，收于6389.45点，涨 ...

Investment Rating - The investment rating for the non-ferrous metals industry is "Positive" (maintained) [5] Core Views - The report highlights that copper prices are experiencing fluctuations due to expectations of interest rate cuts by the Federal Reserve, with recent price changes of +1.13% for LME copper, +0.11% for SHFE copper, and +0.95% for COMEX copper. Inventory levels for copper have increased across major exchanges, indicating a potential short-term weakness in prices [6][28]. - Aluminum prices are expected to remain stable due to rising inventories, with current prices for alumina holding steady at 3,240 CNY/ton. The report anticipates aluminum prices to fluctuate between 20,000 and 21,000 CNY/ton in the short term [6][41]. - Lithium prices have surged significantly, with carbonate lithium prices rising by 0.77% to 71,900 CNY/ton, driven by supply disruptions. The report suggests that the upcoming peak demand season may support lithium prices [6][82]. - Cobalt prices are expected to rise due to a temporary export ban from the Democratic Republic of Congo, which is likely to accelerate the depletion of raw material inventories [6][94]. Summary by Sections 1. Industry Overview - The non-ferrous metals sector has outperformed the Shanghai Composite Index, with a weekly increase of 5.78% compared to a 2.11% rise in the index, ranking second among all sectors [12][13]. - The current PE_TTM for the non-ferrous sector is 21.72, while the PB_LF is 2.51, indicating a premium over the broader market [23][26]. 2. Industrial Metals Copper - LME copper prices increased by 1.13%, with inventories rising by 9.95%. The current copper smelting profit margin is negative at -2,223 CNY/ton [28]. Aluminum - LME aluminum prices rose by 2.51%, with inventories showing mixed trends. The profit margin for aluminum production has increased to 4,257 CNY/ton [41]. Lead and Zinc - Lead prices increased by 1.78%, while zinc prices rose by 3.61%. The profit margin for zinc mining has improved to 7,020 CNY/ton [54][66]. 3. Energy Metals Lithium - Lithium carbonate prices have increased by 0.77% to 71,900 CNY/ton, with lithium spodumene prices rising by 2.91% to 777 USD/ton. The report indicates a potential for profit margins to improve in the lithium sector [82]. Cobalt - Domestic cobalt prices have decreased by 3.62% to 266,000 CNY/ton, but the report anticipates upward pressure on prices due to supply constraints from the DRC [94].

Investment Rating - The industry maintains a "Buy" rating [4] Core Views - The gold market is experiencing disruptions due to tariffs and shadow Fed policies, potentially opening a breakthrough window for gold prices [1] - The long-term bullish trend for gold remains intact amid concerns over global monetary credit, public debt, and geopolitical tensions [1] - The copper processing fee is recovering amid expectations of reduced smelting, while aluminum prices are expected to fluctuate due to domestic and international favorable policies [2] - Lithium prices are rebounding strongly due to ongoing supply disruptions, while silicon prices are expected to remain volatile without significant improvements in the fundamentals [2] Summary by Sections Precious Metals - Gold has been included in the category of imported goods subject to tariffs, leading to a temporary price surge above $3,500 per ounce on COMEX [1] - The U.S. government is expected to clarify that imported gold bars should not be subject to tariffs, which may stabilize the market [1] - The price difference between COMEX gold and London gold has narrowed to $4.9 per ounce as of August 8 [1] Industrial Metals - **Copper**: Global copper inventories increased by 35,400 tons, with significant production increases in China [2] - **Aluminum**: The theoretical operating capacity of China's electrolytic aluminum industry reached 44.05 million tons, with mixed production trends in the aluminum rod industry [2] Energy Metals - **Lithium**: Prices for battery-grade lithium carbonate rose by 8.9% to 75,000 yuan per ton, driven by supply disruptions and increased production [2] - **Silicon**: The average cost of metal silicon is 10,028.9 yuan per ton, with a slight increase in production but overall supply exceeding demand [2] Key Stocks - Recommended stocks include: - Xinyi Silver Tin - Shengda Resources - Zijin Mining - Shandong Gold - Chifeng Jilong Gold Mining - Yintai Gold - Zhaojin Mining [1][2]

Investment Rating - The report maintains a "Buy" rating for the industry, highlighting several key companies as recommended investments [5]. Core Views - The report emphasizes a positive outlook for industrial metal prices driven by macroeconomic factors, including rising expectations for interest rate cuts by the Federal Reserve and resilient domestic export data [2][4]. - The report identifies specific companies within the sector that are expected to perform well, including Zijin Mining, Luoyang Molybdenum, and China Nonferrous Mining [2][5]. Summary by Sections Industrial Metals - The report notes that the price of industrial metals such as aluminum, copper, zinc, lead, nickel, and tin has shown positive movements, with LME prices for aluminum increasing by 1.69% and copper by 1.40% during the week [1][10]. - The SMM copper concentrate import index increased by $4.03 per ton, indicating a recovery in processing costs [2]. - Domestic aluminum production remains stable, but demand from end-use sectors like home appliances and construction is weak, leading to an increase in social inventory to 564,000 tons [2][21]. Energy Metals - The report highlights the impact of the Democratic Republic of Congo's mining ban on cobalt prices, which are expected to rise significantly [3]. - Lithium prices are anticipated to increase due to recovering demand from downstream battery manufacturers, with market activity showing signs of improvement [3]. - Nickel prices are also expected to remain strong due to tight supply and rising demand for replenishment [3]. Precious Metals - The report indicates that gold prices have surpassed $3,500 per ounce, driven by increased central bank purchases and rising inflation expectations [4]. - Silver prices are also on the rise, supported by its industrial applications and recent price surges [4]. - Key companies in the precious metals sector recommended for investment include Shandong Gold and Zhongjin Gold [4][5]. Company Earnings Forecasts and Valuations - The report provides earnings per share (EPS) forecasts for several companies, with Zijin Mining expected to achieve an EPS of 1.21 yuan in 2024, and Luoyang Molybdenum projected at 0.63 yuan [5]. - The price-to-earnings (PE) ratios for these companies indicate favorable valuations, with Zijin Mining at 17 times and Luoyang Molybdenum at 15 times for 2024 [5].

证券研究报告|行业研究报告 [Table_Date] 2025 年 8 月 8 日 [Table_Title] Solid Power 2025Q2 收入为 750 万美元，净亏损为 2534 万美元 [Table_Title2] 有色金属-海外季报 [Table_Summary] 季报重点内容: ►2025Q2 年财务业绩情况 2025Q2，Solid Power 实现了 750 万美元的收入和补助收 入，而 2025 年第一季度为 600 万美元，使 2025 年上半年 的确认收入达到 1350 万美元。同比增长 8%，环比增长 28%。2025Q2 的收入主要得益于公司与 SK On Co., Ltd. 签订 的线路安装协议中工厂验收测试里程碑的实现。 2025Q2，运营亏损 2,587.1 万美元，环比亏损有所扩大。 2025Q2，净亏损 2,533.8 万美元，同环比亏损有所扩大。 截至 2025 年 6 月 30 日，现金及现金等价物为 2,624.8 万美元。 截至 2025 年 6 月 30 日，总流动性为 2.798 亿美元。 截至 2025 年 6 月 30 日，合同应收款为 460 万美 ...

证券之星消息，8月8日能源金属板块较上一交易日上涨1.52%，盛新锂能领涨。当日上证指数报收于 3635.13，下跌0.12%。深证成指报收于11128.67，下跌0.26%。能源金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002240 | 盛新理能 | 16.76 | 3.78% | 59.88万 | | 9.88.6 | | 002466 | 天齐锂业 | 40.83 | 3.26% | 82.22万 | | 33.20亿 | | 002192 | 融捷股份 | 36.38 | 2.77% | 17.25万 | | 6.21亿 | | 603799 | 华友钻业 | 43.81 | 2.36% | 79.71万 1 | | 34.88亿 | | 603399 | 永杉坪 / | 10.31 | 1.38% | 31.13万 | | 3.17亿 | | 000762 | 西藏矿业 | 22.43 | 1.13% | 22.98万 | | 5.12亿 ...

Group 1 - The A-share market showed mixed performance on Thursday, with the Shanghai Composite Index rising slightly in the morning but later experiencing fluctuations, while the Shenzhen Component and ChiNext Index also saw initial gains followed by declines [1][2] - Key sectors performing well included semiconductors, medical devices, energy metals, and consumer electronics, while pharmaceuticals, insurance, electric machinery, and photovoltaic equipment showed weaker performance [1] - The liquidity in the domestic market remains loose, with continued inflows from margin financing, private equity funds, and industry ETFs, alongside expectations of a rate cut by the Federal Reserve in September, which is beneficial for foreign capital returning to A-shares [1] Group 2 - The overall trend of the A-share market is still strong, with the margin financing balance returning to over 2 trillion yuan, indicating a recovery in market confidence [2] - Despite the strong performance, the Shanghai Composite Index is near previous high levels, suggesting potential selling pressure above, necessitating caution regarding fluctuations at high levels [2] - In the medium term, supported by liquidity and fundamental recovery, the A-share market is expected to maintain an upward trend, with the index potentially rising gradually [2]

Market Overview - On August 7, A-shares showed mixed performance with the Shanghai Composite Index rising by 0.16% to 3639.67 points, while the Shenzhen Component Index fell by 0.18% to 11157.94 points, and the ChiNext Index decreased by 0.68% to 2342.86 points [2][3] - The total trading volume in the Shanghai and Shenzhen markets reached 185.25 billion yuan, an increase of 93.2 billion yuan compared to the previous day, with over 2100 stocks rising [2] Sector Performance - The semiconductor sector showed strength with a 1.9% increase, attracting a net inflow of 4.467 billion yuan, while the medical device sector rose by 1.83% with a net inflow of 1.75 billion yuan [17] - The rare earth permanent magnet sector strengthened in the afternoon, while the CRO (Contract Research Organization) sector weakened [2] International Market - In the U.S. market, the Dow Jones Industrial Average fell by 0.51% to 43968.64 points, and the S&P 500 decreased by 0.08% to 6340.00 points, while the Nasdaq Composite rose by 0.35% to 21242.70 points [4][5] - European markets showed mixed results, with the UK FTSE 100 down by 0.69%, while the French CAC 40 and German DAX indices rose by 0.97% and 1.12%, respectively [4] Central Bank Actions - The People's Bank of China announced a 700 billion yuan reverse repurchase operation scheduled for August 8, aimed at maintaining liquidity in the banking system [6] Industry Developments - A joint initiative by seven departments in China aims to achieve breakthroughs in brain-computer interface technology by 2027, establishing a robust industry ecosystem [7] - China's first manned lunar exploration mission successfully completed a key test for the lunar lander, marking a significant milestone in the country's space program [8] Company News - Huawei is expected to launch a new foldable smartphone supporting eSIM technology, potentially becoming the first commercial eSIM smartphone in China [9] - OpenAI is set to release GPT-5, which is anticipated to significantly enhance AI capabilities and drive a new cycle of computing power demand [10][11] Gold Reserves - The People's Bank of China reported an increase in gold reserves to 7396 million ounces as of the end of July, marking the ninth consecutive month of accumulation [12]