1、脑机接口 麦澜德、翔宇医疗、麒盛科技、创新医疗等多股上涨。 消息面上，近日，包括国家卫健委、药监局在内的七部门联合发布了《工业和信息化部国家发展改革委教育部国家卫生健 康委国务院国资委中国科学院国家药监局关于推动脑机接口产业创新发展的实施意见》（下文简称《实施意见》），标志着我 国首次将脑机接口从一个前沿科研领域正式提升为国家级产业战略。 2、液冷服务器 申菱环境、博汇股份、新朋股份、大元泵业等多股上涨。 8月12日消息，三大指数早盘走强，创指半日涨近1%。板块方面，脑机接口概念早盘强势，麦澜德涨超10%领涨；临近午 盘港口航运板块拉升，南京港触及涨停；液冷服务器概念活跃，新朋股份、大元泵业双双涨停；下跌方面，锂矿股陷入回调， 永杉锂业、融捷股份跌幅居前；军工装备板块集体走弱，捷强装备、佳驰科技领跌；稀土永磁板块走低，奔朗新材跌幅居前。 总体来看，个股跌多涨少，下跌个股超3300只。 截至午间收盘，沪指报3666.33点，涨0.51%；深成指报11330.34点，涨0.34%；创指报2401.52点，涨0.91%。 盘面上，燃气、港口航运、脑机接口板块涨幅居前，能源金属、军工装备、稀土永磁板块跌幅居前。 ...

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 盘面上，产业创新发展实施意见发布，脑机接口概念走强，麦澜德涨近17%，翔宇医疗涨超10%；港口 航运板块盘中短线拉升，南京港(002040)涨停，国航远洋涨近11%；燃气板块全线上涨，东方环宇 (60370)、新疆火炬(603080)、洪通燃气涨停；地产股普涨，沙河股份(000014)、电子城(600658)涨停， 深振业A涨超8%；银行股集体上涨，农业银行(601288)盘中一度涨近2%续创新高，光大银行(601818)、 工商银行(601398)等涨超1%。 另外，锂矿股回调，永杉锂业、融捷股份(002192)跌超4%，锂业分会倡议抵制"内卷式"恶性竞争；军工 装备板块走低，捷强装备、佳驰科技跌超6%；稀土永磁概念股普跌，奔朗新材跌超5%，盛和资源 (600392)、久吾高科(300631)跌超4%。(格隆汇) 格隆汇8月 ...

另外，锂矿股回调，永杉锂业、融捷股份跌超4%，锂业分会倡议抵制"内卷式"恶性竞争；军工装备板 块走低，捷强装备、佳驰科技跌超6%；稀土永磁概念股普跌，奔朗新材跌超5%，盛和资源、久吾高科 跌超4%。(格隆汇) MACD金叉信号形成，这些股涨势不错！ 格隆汇8月12日｜A股三大指数集体收涨，截至午盘，沪指涨0.51%报3666.33点，深成指涨0.34%，创业 板指涨0.91%，北证50指数跌0.33%。沪深京三市半日成交额12101亿元，较上日放量605亿元，全市场 超1800只个股上涨。 盘面上，产业创新发展实施意见发布，脑机接口概念走强，麦澜德涨近17%，翔宇医疗涨超10%；港口 航运板块盘中短线拉升，南京港涨停，国航远洋涨近11%；燃气板块全线上涨，东方环宇、新疆火炬、 洪通燃气涨停；地产股普涨，沙河股份、电子城涨停，深振业A涨超8%；银行股集体上涨，农业银行 盘中一度涨近2%续创新高，光大银行、工商银行等涨超1%。 ...

Macro News - The Ministry of Finance and the State Taxation Administration are soliciting opinions on the draft implementation regulations of the Value-Added Tax Law, which clarifies definitions of taxable transactions, taxpayers, and the scope of VAT [1][2] - As of August 11, the financing balance of the Shanghai Stock Exchange reached 1,021.79 billion yuan, an increase of 9.07 billion yuan from the previous trading day, while the Shenzhen Stock Exchange's financing balance reached 983.90 billion yuan, an increase of 7.66 billion yuan, bringing the total financing balance of both markets to 2,005.69 billion yuan, surpassing 2 trillion yuan for the first time in ten years [2] Industry News - The China Nonferrous Metals Industry Association's lithium division has issued an initiative to strengthen industry self-discipline and prevent "involution" competition, promoting healthy development in the lithium industry by enhancing cooperation and maintaining market stability [4] - A research team led by Xu Cao from the Institute of Genetics and Developmental Biology has published a paper proposing a crop-robot collaborative design concept, successfully creating the world's first intelligent breeding robot, "GEAIR," which significantly reduces breeding costs and time [5] - The China Logistics and Purchasing Federation reported that the e-commerce logistics index for July reached 112.0 points, a 0.2 point increase from the previous month, marking a new high for the year [6] Sector Insights - CITIC Securities reports that the suspension of operations at the Jiangxi Ganfeng Lithium's mine will reduce domestic lithium supply by 8,300 tons per month, leading to a supply shortage and a significant increase in lithium prices [7] - CITIC Construction Investment highlights the ongoing support policies for the robotics industry, recommending sectors such as sensors and flexible hands, as the domestic robotics market continues to thrive [7] - China International Capital Corporation notes that high overseas demand for computing power is driving growth in the PCB market, with expectations for the AI PCB market to reach $5.6 billion by 2025 and $10 billion by 2026 [7][8]

今日A股早盘震荡走高，三大指数小幅上涨， 沪指再创年内新高 。 沪深两市半日成交额1.14万亿，较上个交易日放量585亿。盘面上热点较为杂乱， 个股跌多涨少，全市场超3300只个股下跌。 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 下跌方面，军工股展开调整，捷强装备等跌超5%。板块方面，脑机接口、港口、新疆、液冷服务器等板块涨幅居前，锂矿、军工、稀土永 磁、光伏等板块跌幅居前。截至收盘，沪指涨0.53%，深成指涨0.34%，创业板指涨0.91%。 下载财联社APP获取更多资讯 从板块来看， AI硬件股再度大涨， 胜宏科技等多股再创历史新高，寒武纪涨超15%。脑机接口概念股表现活跃，麦澜德涨超10%。新疆本 地股维持强势，新疆交建等多股3连板。 ...

Market Overview - The Shanghai Composite Index rose by 0.34% to close at 3647.55 points, with a daily high of 3656.85 points [1] - The Shenzhen Component Index increased by 1.46% to close at 11291.43 points, reaching a peak of 11311.88 points [1] - The ChiNext Index saw a rise of 1.96%, closing at 2379.82 points, with a maximum of 2384.86 points [1] ETF Performance - The median return for stock ETFs was 0.87% [2] - The highest performing scale index ETF was Penghua SSE Sci-Tech Innovation Board 100 ETF, with a return of 2.87% [2] - The top industry index ETF was Southern CSI New Energy ETF, returning 2.62% [2] - The leading strategy index ETF was CICC MSCI China A-Share International Quality ETF, with a return of 1.68% [2] - The best performing style index ETF was E Fund ChiNext Growth ETF, returning 2.66% [2] - The top thematic index ETF was Huaxia CSI New Energy Vehicle ETF, achieving a return of 3.68% [2] ETF Rankings - The three ETFs with the highest gains were: - Huaxia CSI New Energy Vehicle ETF (3.68%) [6] - Huitianfu CSI New Energy Vehicle Industry ETF (3.67%) [6] - Bosera CSI New Energy Vehicle ETF (3.67%) [6] - The three ETFs with the largest declines were: - Ping An CSI Hong Kong Gold Industry Stock ETF (-2.76%) [7] - ICBC Credit Suisse CSI Hong Kong Gold Industry Stock ETF (-2.67%) [7] - Guotai Junan CSI Hong Kong Gold Industry Stock ETF (-2.67%) [7] ETF Fund Flows - The top three ETFs by fund inflow were: - Huaxia SSE 50 ETF (inflow of 1.91 billion) [8] - Southern CSI 1000 ETF (inflow of 1.265 billion) [8] - Guotai Junan CSI All-Share Securities Company ETF (inflow of 435 million) [8] - The top three ETFs by fund outflow were: - Huaxia SSE Sci-Tech Innovation Board 50 Component ETF (outflow of 476 million) [9] - Huatai-PB CSI Dividend Low Volatility ETF (outflow of 443 million) [9] - E Fund CSI Artificial Intelligence Thematic ETF (outflow of 320 million) [9] Financing and Margin Trading - The top three ETFs by financing buy-in were: - Huaxia SSE Sci-Tech Innovation Board 50 Component ETF (685 million) [10] - E Fund ChiNext ETF (373 million) [10] - Guotai Junan CSI All-Share Securities Company ETF (302 million) [10] - The top three ETFs by financing sell-out were: - Huatai-PB CSI 300 ETF (20.897 million) [11] - Huaxia SSE 50 ETF (19.016 million) [11] - Southern CSI 500 ETF (13.443 million) [11] Industry Insights - CITIC Securities noted that supply concerns are rising due to the expiration of mining rights for a large lithium mine in Jiangxi, potentially affecting over 100,000 tons of annual production [12] - SMM reported that lithium carbonate production in July was 81,500 tons, with a significant impact expected if the mine suspensions occur [13] - Financial analysts predict that the combination of supply constraints and seasonal demand increases could lead to a significant rise in lithium prices [14]

为强化行业自律，防止"内卷式"恶性竞争，保障产业链供应链安全，促进锂行业健康有序发展，中国有色金属工业协会锂业分会向锂产业链相关企业发出 倡议： 加强上下游协同，维护产业安全。秉持产业命运共同体发展理念，坚持市场公平竞争原则，坚决抵制无序竞争、垄断市场、虚假宣传等行为。积极研判市 场发展趋势，合理布局新建产能。提升产业链上下游战略合作层次与协同发展水平，增强信息透明度减少沟通壁垒。通过签订长期合作协议等方式稳定市 场供应，推动布局优化与产业链协同，保障产业链供应链循环畅通，维护行业良性发展环境。让我们携手共进，积极践行上述倡议，以实际行动抵制"内 卷式"恶性竞争，共同营造公平公正、平稳有序的市场环境，推动我国锂产业迈向高端化、智能化、可持续的高质量发展新阶段。 性发展环境。 3、加大研发投入,推动创新发展。以增品种、强品质、创品 牌为抓手,深化产学研用合作,增强行业交流,加大研发投入,改 进生产工艺,避免同质化竞争,通过技术创新、管理创新、模式创 新为行业发展注入新动能。 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 ...

Market Overview - The A-share market opened slightly higher on August 12, with the Shanghai Composite Index up by 0.40%, Shenzhen Component Index up by 0.28%, and ChiNext Index up by 0.62% [3] - Major sectors such as financials, healthcare, precious metals, coal, and shipping saw gains, while rare earth and lithium sectors experienced notable declines [3][4] Financial Sector Performance - The banking sector showed strong performance, with Agricultural Bank of China rising over 2%, reaching a historical high, and other banks like Postal Savings Bank and Industrial Bank also posting gains [5][7] - Non-bank financials also performed well, with Jiuding Investment hitting the daily limit, and Guosheng Financial reaching its upper limit during trading [8] Consumer Sector Activity - The consumer sector saw increased activity, particularly in home appliances, beauty care, and food and beverage, with stocks like Zhongzhou Electronics hitting the daily limit [8] - A press conference is scheduled for August 13 to discuss personal consumption loan interest subsidy policies, which may impact consumer sentiment [8] Communication Sector Highlights - The communication sector experienced gains, with stocks like Guangku Technology hitting the daily limit and Beiwai Technology achieving a seven-day six-limit rise [8][9] Rare Earth and Lithium Sector Declines - The rare earth sector faced significant declines, with stocks like Shenghe Resources and Ningbo Yunsheng dropping over 4% [10] - The lithium sector also saw a collective pullback, with companies like Yongshan Lithium and Zhongmin Resources falling over 5% [11][12] Company Spotlight: Yuhua Tian - Yuhua Tian's stock surged by 20.02% to reach 29.50 CNY per share, with a trading volume of over 560,000 shares [14][15] - Recent changes in the shareholding structure of Shenzhen Yushu Intelligent Robot Co., Ltd. may have contributed to the stock's performance, as it is involved in the development and sales of consumer and intelligent robots [16]

Market Overview - A-shares showed strong performance on Monday, with the Shanghai Composite Index rising 0.34% to 3,647 points, and the Shenzhen Component Index increasing by 1.46%[18] - U.S. stocks retreated ahead of the inflation data release, with the Dow Jones down 0.45% to 43,975 points, and the S&P 500 declining 0.25% to 6,373 points[11] - European markets exhibited mixed results, with the Stoxx 600 index closing flat, while the UK FTSE 100 rose 0.23%[11] Commodity and Currency Insights - International gold prices fell over 2% after Trump confirmed no tariffs on imported gold, with New York gold futures down 2.5% to $3,353 per ounce[30] - Oil prices remained near two-month lows, reflecting market focus on the potential outcomes of U.S.-Russia talks regarding Ukraine[30] - The U.S. dollar index increased by 0.3% to 98.52, while the euro appreciated by 12.2% year-to-date against the dollar[29] Economic Indicators and Predictions - The upcoming U.S. CPI data is anticipated to influence market sentiment, with current expectations of a 58 basis point rate cut priced in for the year[33] - The global AI capital expenditure (CAPEX) is projected to grow by 64% in 2025 and 50% in 2026, driven by increased demand for computing power and favorable tax reforms[9] Sector Performance - In the U.S., 8 out of 11 S&P sectors declined, with the energy sector leading the losses at 0.79%[11] - In Hong Kong, the Hang Seng Index rose 0.19%, while the technology sector showed mixed results, with Meituan declining and Alibaba gaining nearly 2%[13] Notable Corporate Developments - Nvidia and AMD agreed to pay 15% of their AI chip sales revenue to the U.S. government to obtain export licenses, impacting their stock prices slightly downwards[11] - The Indian economy may face a potential $32 billion drop in annual exports if a 50% tariff becomes the norm, affecting various manufacturing sectors[26]

Group 1: Semiconductor Industry - In the first half of 2025, China's semiconductor industry (including Taiwan) saw a total investment of 455 billion yuan, a year-on-year decline of 9.8%, and a significant drop of 41.6% compared to the previous year, indicating a clear trend of contraction [3] - The demand for semiconductor equipment, particularly front-end equipment, is expected to weaken as the capacity expansion in mature processes is likely to end before breakthroughs in high-end lithography machines [3] - Advanced packaging equipment is anticipated to maintain high growth due to demand from technologies such as HBM and stacking, suggesting a positive long-term outlook for high-end packaging equipment in the semiconductor sector [3] Group 2: Lithium Industry - On August 11, 2025, all contracts for lithium carbonate futures surged, leading to a collective rally in lithium mining stocks, with Ganfeng Lithium's H shares soaring over 20% [7] - The suspension of mining operations in Jiangxi due to expired mining licenses may impact monthly lithium carbonate production by 7,000 to 8,000 tons, creating a significant supply gap and potential short-term price rebound for lithium [7] - The suspension is expected to positively affect the supply chain, although cost pressures in the midstream battery manufacturing sector may pose challenges [7] Group 3: Automotive Industry - BYD's Fangchengbao brand has launched its first mass-produced vehicle, the Fangchengbao Ti 7, which is positioned in the mid-to-high-end SUV market, indicating BYD's capability to establish a foothold in the high-end, personalized market [8] - The successful launch of high-end models like the Ti 7 is expected to boost confidence among industry participants and investors, while also driving growth and technological upgrades in the supply chain [8] Group 4: Energy Storage Industry - Shuangdeng Co., a leading company in the energy storage sector, is set to list on the Hong Kong main board, with plans to use the raised funds for establishing lithium-ion battery production facilities in Southeast Asia and a research center in Taizhou [8] - The energy storage industry is currently experiencing a high degree of prosperity and rapid technological iteration, transitioning from domestic growth to global expansion [8] Group 5: Aviation Industry - During the summer travel period from July 1 to August 4, 2025, the civil aviation sector executed over 593,000 passenger flights, a 3.4% increase year-on-year, with a passenger volume of 81.03 million, also reflecting a 3.4% growth [11] - The average ticket price for domestic economy class flights decreased by 7.4% year-on-year, indicating potential pricing pressures in the aviation market [11] Group 6: Education Technology - Duolingo reported a net revenue of $252.3 million in Q2 2025, a 41% year-on-year increase, with a net profit of $448,000 and an adjusted EBITDA of $7.87 million, reflecting growth in user engagement [12] - The company has optimized its product experience through AI technology, with new offerings like chess courses expected to drive future growth [12]