8月11日，国内期市有色金属板块涨幅居前前。其中，碳酸锂期货所有合约均触及涨停，主力合约 （2511）涨幅8%，现报81000元/吨。 据国泰君安期货分析，锂矿停产风波扰动，价格预期走强。根据期货日报发布信息，宁德时代枧下窝矿 区停产，且短期不复产，预计碳酸锂价格将明显抬升。锂元素月度供需平衡的过剩幅度将呈现明显收 窄，并且下游企业碳酸锂客供比例预期将有下调的可能。价格上行的节点来看，在国内锂矿库存消耗、 日韩转口贸易、海外矿山发运增量、智利阿根廷进口碳酸锂、硫酸锂等明显增加以弥补缺口前，预计碳 酸锂价格将维持上行格局。考虑到贸易物流时间，给予锂价提供上行的时间空间。与此同时，仍需高度 关注项目的复工进展，复工后价格将快速下跌至成本抬升的价格中枢。截止上周五SMM长协基准价期 现基差（2509合约）周环比下跌7170元/吨至-4740元/吨，后续盘面继续大幅上行则存在较强的基差修复 可能。受事件型驱动影响，预计近期锂价波动加剧，建议投资者谨慎持仓。 申银万国期货表示，短期核心矛盾仍集中在仓单库存，特别是海外矿山财报将陆续披露，需要关注停 产/减产的项目情况。中期来看，新增产能还在陆续上车，不认为具备中期反转基 ...

Group 1 - Lithium mining stocks experienced a collective surge, with Tianqi Lithium and Ganfeng Lithium hitting the daily limit, and Yiwei Lithium rising by 6% [1] - The impact on the market led to a rise of over 3% in related new energy vehicle ETFs [1] - On August 11, all lithium carbonate futures contracts hit the daily limit, indicating strong market demand [2] Group 2 - CATL announced on August 11 that it has suspended mining operations at its Yichun project due to the expiration of its mining license on August 9 [2] - Analysts suggest that this suspension will significantly benefit the supply-demand balance of lithium carbonate, potentially creating a supply gap of several thousand tons in a month [2] - The supply disruption, combined with the traditional inventory replenishment season, is expected to provide substantial short-term rebound potential for lithium prices, which may lead to a recovery in prices and profitability across the lithium battery industry chain [2]

Group 1 - The A-share market is experiencing a bullish trend, with the Shanghai Composite Index reaching a new high for the year and the ChiNext Index rising by 2%, indicating strong growth momentum [1] - The lithium mining sector is reacting to the news of CATL's mining license expiration, leading to supply constraints and increased optimism for lithium price recovery due to seasonal demand [1] - The AI computing power sector continues to thrive, with significant revenue growth reported by major players, including a 50% increase in server revenue for Industrial Fulian and over 150% growth for cloud service providers [1] Group 2 - The Tianhong ChiNext ETF (589860) has seen substantial inflows, totaling over 68 million, making it the top performer in its category, with a market coverage of 97% across key sectors like semiconductors and medical technology [2] - The Tianhong ChiNext ETF offers a comprehensive investment tool for investors looking to engage with the Sci-Tech Innovation Board, aligning with national goals for new productive forces [2]

Group 1 - The core viewpoint of the news highlights a strong market reaction in lithium mining and battery sectors following the suspension of operations at CATL's Jiangxiawo lithium mine, leading to significant stock price increases for companies like Tianqi Lithium and Ganfeng Lithium [1][3] - CATL announced that its mining license for the Jiangxiawo mine expired on August 9, resulting in a temporary halt in mining activities, although the company stated that the overall impact on its operations is limited [3] - Analysts from Huayuan Securities noted that the supply disruption has led to a surge in lithium futures prices, while the upcoming peak demand season in September and October may support lithium prices [3] Group 2 - The automotive sector is expected to experience a valuation uplift due to the expansion of smart components, with advancements in intelligent driving systems anticipated to penetrate mid-to-low-end markets by 2025 [4] - The integration of AI and the focus on smart and connected vehicles are projected to expand the industry scale, leading to rapid growth in earnings per share (EPS) for related sectors and stocks [4] - The Smart Electric Vehicle ETF (516380) is positioned to capture long-term investment opportunities in the electric and smart vehicle sectors, covering key players in smart cockpit, intelligent driving, and automotive electronics [5]

Group 1 - The core viewpoint of the news highlights a strong surge in lithium mining and battery stocks, influenced by the suspension of operations at CATL's Jiangxiawo lithium mine, with notable stock performances including Tianqi Lithium reaching the daily limit and other companies like Ganfeng Lithium and Hunan Youneng seeing significant gains [1][3] - CATL announced that its mining license for the Jiangxiawo mine expired on August 9, leading to a temporary halt in operations, but the company stated that the overall impact on its business is limited as it is expediting the renewal process for the mining license [3] - Analysts from Huayuan Securities noted that the expiration of CATL's mining rights has caused a surge in futures prices due to supply-side disruptions, while the upcoming peak demand season in September and October is expected to support lithium prices [3] Group 2 - The automotive parts sector is anticipated to experience a valuation uplift due to the expansion of smart technology in vehicles, with expectations for advanced driving features to penetrate mid-to-low-end markets by 2025 [4] - The smart electric vehicle ETF (516380) is positioned to capture investment opportunities in the electric and smart vehicle sectors, focusing on leading companies in electric vehicle electrification and smart technology [4] - The solid-state battery technology is expected to see breakthroughs, with several automakers planning to adopt this technology around 2027, indicating a potential acceleration in the industry's commercialization process [3][4]

Group 1 - The lithium mining sector experienced a sudden surge on August 11, with the Battery 50 ETF (159796) rising by 2.79% and attracting over 3 million yuan in inflows [1] - The top ten constituent stocks of the Battery 50 ETF showed significant gains, with New Era Technology rising over 16% and Hunan YN Energy increasing by over 9% [3] - Lithium carbonate futures reached their limit up within the first five minutes of trading, indicating strong market sentiment [1][3] Group 2 - CATL announced that its mining rights for the Jiangxia Wokou area expired on August 9, leading to a suspension of mining operations, which raises supply concerns [4] - Supply disruptions in Jiangxi and Qinghai could impact over 100,000 tons of annual lithium production, potentially tightening the market [5] - The lithium price is currently at a bottom range, with upward elasticity expected as production cuts from Australian mines may occur if prices fall to 70,000-80,000 yuan [6] Group 3 - Demand for lithium is expected to remain strong due to the robust growth in the electric vehicle and energy storage sectors, with a 219.1% year-on-year increase in energy storage demand in the first half of the year [5] - The overall balance of the lithium market is projected to tighten, with potential upward adjustments in equilibrium prices due to supply constraints [5][6]

A股赣锋锂业盘中涨停，涨幅9.99%，成交额超33亿元。 ...

新华财经北京8月11日电（记者王小璐）在宁德时代宜春项目枧下窝矿区停产影响下，碳酸锂期货主力 合约11日开盘即涨停，报81000元／吨。相关锂矿股同样受到提振，天齐锂业、盛新锂能等概念股开盘 一度涨停。 具体来看需求端，当前碳酸锂需求端正呈现出"淡季不淡"的特征，对其价格也形成一定支撑。根据鑫椤 锂电发布的锂电产业链8月预排产数据，样本企业中电池排产110.3GWh，环比增长1.5%。从终端需求来 看，根据中国汽车流通协会乘用车市场信息联席分会数据，7月全国新能源乘用车厂商批发销量约118万 辆，同比增长25%，环比下降4%。2025年1-7月累计批发销量763万辆，同比增长35%。 陈婧预计，等到"金九银十"传统旺季来临，碳酸锂下游电池排产数据预计保持环比平稳小幅增长。 矿山政策变化成为最大风险 在枧下窝矿区停产带来的利多影响下，市场仍存在担忧，若国内其他矿区增产及海外进口量增长，是否 会抵消该矿区停产的供应量，从而对碳酸锂价格形成压制。 市场分析人士认为，该矿区停产后，短期内将对碳酸锂形成明显提振，而长期来看，随着碳酸锂价格上 涨，国内其他项目及进口端有望提供新的供应增量，碳酸锂或将再度承压。对于投资者而 ...

8月11日，受行业龙头宁德时代停产消息影响，港A锂矿股集体大涨，盘面热度显著攀升。 A股市场上，盐湖提锂板块强势走高，电池、固态电池等相关板块亦涨幅居前。截至午间收盘，盛新锂能、天齐锂 业涨停，赣锋锂业涨超9%，富临精工、西藏矿业、盐湖股份、亿纬锂能、科达制造等纷纷跟涨。 | 代码 | 名称 | 现价 | 涨跌 | 涨幅� | | --- | --- | --- | --- | --- | | 002240 | 盛新理能 | 18.44 | | +1.68 +10.02% | | 002466 | 大齐锂业 | 44.91 | +4.08 | +9.99% | | 002460 | 赣锋锂业 | 40.18 | | +3.35 +9.10% | | 300432 | 富临精工 | 13.68 | | +0.80 +6.21% | | 000762 | 四藏矿业 | 23.62 | +1.19 | +5.31% | | 000792 | 盐湖股份 | 19.68 | +0.94 | +5.02% | | 300014 | 亿纬锂能 | 45.90 | +2.02 | +4.60% | | 6660099 | 科 ...

权威精选 锂矿股早盘大幅上涨。 8月11日早间，A股市场震荡走强，截至午间收盘，创业板指涨近2%。PEEK材料概念领涨市场，中欣氟材、金发科技等涨停。PCB、 CPO等算力硬件方向走强，黄金、银行、电力、船舶制造等板块领跌。 际华集团一字跌停 早盘，际华集团股价一字跌停，截至午间收盘，跌停板上有414.46万手，合计金额近20亿元。上周，际华集团股价连续两个涨停，从军 工股开始炒作以来，该股最高涨幅更是超过94%。 锂矿股掀起涨停潮 锂矿股今日开盘大涨，截至午间收盘，盛新锂能、天齐锂业、江特电机涨停，中矿资源、赣锋锂业大涨超9%。 | 代码 | 名称 | | * ● | | 東新 旅幅%+ | | | 涨跌 息量 现量 买入价 | | 卖士价 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | BK1173 锂矿概念 | | | � | 1377.49 | 3.77 | 20.05 | 13387 | 0 | - | | | 002240 | 感新锂能 R | | 1 | 18.44 | 10.02 | 1.68 | ...