Report Industry Investment Rating - Not provided in the given content Core View of the Report - The lithium carbonate futures market is affected by disturbances in the mining end, and the market is volatile. Participants need to manage risks, and the market is expected to have a preliminary conclusion on domestic lithium mine approval next week [3] - The downstream procurement demand shows a warming trend, but the actual transaction is mainly for rigid demand, and downstream enterprises are still cautious [1] Summary by Relevant Catalogs Market Analysis - On August 7, 2025, the lithium carbonate main contract 2511 opened at 69,900 yuan/ton and closed at 72,300 yuan/ton, with a closing price change of 5.36% compared to the previous settlement price. The trading volume was 766,669 lots, and the open interest was 289,832 lots (257,770 lots the previous day). The current basis is 1,200 yuan/ton, and the lithium carbonate warehouse receipts were 16,443 lots, a change of 1,420 lots from the previous trading day [1] - Battery - grade lithium carbonate is priced at 69,500 - 72,700 yuan/ton, and industrial - grade lithium carbonate is priced at 68,400 - 69,600 yuan/ton, both with a change of 150 yuan/ton from the previous trading day. The 6% lithium concentrate price is 750 US dollars/ton, a change of 15 US dollars/ton from the previous day [1] - The procurement demand in the market shows a warming trend, but the actual transaction is mainly for rigid demand due to the strengthening basis, and downstream enterprises are still in a wait - and - see state [1] Production and Inventory - The weekly production increased by 2,288 tons to 19,556 tons, with a large increase in the production from spodumene. The weekly inventory increased by 692 tons to 142,418 tons, and the downstream inventory increased significantly, with a certain transfer of inventory [2] Strategy - The lithium carbonate futures market is repeatedly affected by lithium mine approval issues. There is no official news yet, and it is expected that there will be a preliminary conclusion next week. The market may still be volatile, and participants need to manage risks [3] Trading Strategies - Unilateral: None - Inter - delivery spread: None - Cross - variety: None - Spot - futures: None - Options: None [5]

交易咨询业务资格：证监许可【2012】1091号 碳酸锂期货早报 2025年8月8日 大越期货投资咨询部 胡毓秀 从业资格证号：F03105325 投资咨询证：Z0021337 联系方式：0575-85226759 1 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议 。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 目 录 1 每日观点 2 基本面/持仓数据 每日观点 | | | 供给端来看 ， | 上周碳酸锂产量为17268吨 环比减少7 31% 高于历史同期平均水平 ， . , 。 | | | --- | --- | --- | --- | --- | | | | 需求端来看 ， | 上周磷酸铁锂样本企业库存为93672吨 环比减少1 27% 上周三元材料 ， . , | | | | | 样本企业库存为16499吨 | 环比减少0 32% ， . 。 | | | | | 成本端来看 ， | 外购锂辉石精矿成本为68214元/吨 日环比增长0 79% 生产所得为 ， . , | | | 1 、 | 基本面: | | 中 ...

交易信息汇总 8月7日，盛新锂能的资金流向显示，主力资金净流入6770.71万元；游资资金净流入2984.54万元；散户 资金净流出9755.25万元。 截至2025年8月7日收盘，盛新锂能(002240)报收于16.15元，上涨3.06%，换手率6.05%，成交量52.39万 手，成交额8.33亿元。 当日关注点 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 交易信息汇总：8月7日主力资金净流入6770.71万元，游资资金净流入2984.54万元，而散户资金净 流出9755.25万元。 公司公告汇总：截至2025年8月7日，盛新锂能已回购股份数量19,694,590股，占公司总股本的 2.15%，支付总金额为31,133.01万元。 公司公告汇总 关于控股股东及其一致行动人部分股份质押及解除质押的公告发布。此外，公司还发布了关于回购公司 股份比例达到2%的进展公告，盛新锂能集团股份有限公司于2025年6月23日召开第八届董事会第二十次 会议，审议通过了《关于回购公司股份方案的议案》，同意公司使用自有资金及回购专项贷款以集中竞 价 ...

（编辑 李家琪） 证券日报网讯 8月7日晚间，盛新锂能发布公告称，截至2025年8月7日，公司已通过集中竞价方式回购 股份数量19，694，590股，占公司总股本的2.15%；最高成交价为16.52元/股，最低成交价为15.32元/ 股，支付的总金额为31，133.01万元（不含交易费用）。本次回购符合公司的回购股份方案及相关法律 法规的要求。 ...

盛新锂能集团股份有限公司 关于回购公司股份比例达到 2%的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 盛新锂能集团股份有限公司（以下简称"公司"）于 2025 年 6 月 23 日召开 第八届董事会第二十次会议，审议通过了《关于回购公司股份方案的议案》，同 意公司使用自有资金及回购专项贷款以集中竞价方式回购公司部分已发行的人 民币普通股（A 股）股票用于维护公司价值及股东权益。本次拟用于回购的资金 总额为不低于人民币 40,000 万元且不超过人民币 50,000 万元，回购价格不超过 人民币 17.75 元/股，回购股份的实施期限为自公司董事会审议通过本次回购方案 之日起三个月内。具体内容详见公司 2025 年 6 月 25 日、2025 年 6 月 28 日刊登 于《中国证券报》《证券时报》和巨潮资讯网（www.cninfo.com.cn）的《关于回 购公司股份方案暨取得金融机构股票回购专项贷款承诺函的公告》《回购股份报 告书》 。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 每增加百分之一的，应当在事实发生之日起三个 ...

盛新锂能8月7日公告，公司经审议，同意使用自有资金及回购专项贷款以集中竞价方式回购公司部分已 发行的普通股（A股）股票用于维护公司价值及股东权益。本次拟用于回购的资金总额为不低于40,000 万元且不超过50,000万元，回购股份的实施期限为自公司董事会审议通过本次回购方案之日起三个月 内。截至2025年8月7日，公司已通过集中竞价方式累计回购1969.46万股，占公司总股本的2.15%，最高 成交价为16.52元/股，最低成交价为15.32元/股，累计使用资金3.11亿元（不含交易费用）。 ...

格隆汇8月7日丨盛新锂能(002240.SZ)公布，截至2025年8月7日，公司已通过集中竞价方式回购股份数 量19,694,590股，占公司总股本的2.15%；最高成交价为16.52元/股，最低成交价为15.32元/股，支付的 总金额为3.11亿元(不含交易费用)。 ...

每经AI快讯：北京时间8月7日16:00，恒生指数收盘上涨171.0点，涨幅为0.69%，报收25081.63点；国企 指数收盘上涨49.05点，涨幅为0.55%，报收8981.73点；红筹指数收盘上涨47.3点，涨幅为1.12%，报收 4264.97点。南向资金当日净流入6.61亿港元。曹操出行涨超18%，天齐锂业涨超7%，赤峰黄金涨近 6%；药明生物跌超5%，小米集团跌近4%。 | 指数 | 最新 | 涨跌幅 | | --- | --- | --- | | 恒生指数 | 25081.63 | 0.69% | | 国企指数 | 8981.73 | 0.55% | | 红筹指数 | 4264.97 | 1.12% | （记者 谭玉涵） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 ...

Group 1 - COMEX gold futures experienced a rise and then a pullback, currently trading around $3443, with mixed performance in gold-related ETFs [1] - The China Gold International, Luk Fook Holdings, Chow Tai Fook, and other gold stocks saw significant increases, while the non-ferrous metal ETF also rebounded, rising by 0.82% [1] - The Federal Reserve is expected to implement further monetary easing due to pressure from personnel appointments and disappointing employment data, leading to a recommendation for buying on dips in precious metals [1] Group 2 - The management fee of the China Gold ETF (518850) and gold stock ETF (159562) is 0.15%, with a custody fee of 0.05%, totaling 0.2%, which is among the lowest in similar products [2]

Report Summary 1. Report Industry Investment Rating No industry investment rating is provided in the report. 2. Core View The current fundamental situation is favorable, but there are numerous disturbing news from the lithium ore end, especially continuous news about lithium ore approval issues without definite information, leading to significant fluctuations in the lithium carbonate market. It is advisable to adopt a short - term wait - and - see approach [3]. 3. Summary by Related Catalogs Market Analysis - On August 6, 2025, the opening price of the lithium carbonate main contract 2511 was 68,100 yuan/ton, and the closing price was 69,620 yuan/ton, with a 1.58% change compared to the previous day's settlement price. The trading volume was 425,359 lots, and the open interest was 257,770 lots, an increase from the previous trading day's 232,062 lots. The current basis was 2,450 yuan/ton (average price of electric carbon - futures), and the number of lithium carbonate warehouse receipts was 1,5023 lots, a change of 580 lots from the previous day [1]. - According to SMM data, the price of battery - grade lithium carbonate was 69,250 - 72,650 yuan/ton, a decrease of 250 yuan/ton from the previous trading day; the price of industrial - grade lithium carbonate was 68,250 - 69,450 yuan/ton, also a decrease of 250 yuan/ton. The price of 6% lithium concentrate was 735 US dollars/ton, a decrease of 10 US dollars/ton from the previous day [1]. - In August, with the steady increase in the production plans of downstream cathode material and battery cell enterprises, the market procurement demand showed a warming trend, and the inquiry activity increased significantly. However, due to the continuous strengthening of the basis in the lithium carbonate spot market, the current actual transactions are mainly for rigid demand. Downstream enterprises generally remain cautious and have not shown obvious inventory stocking behavior [1]. - In July, the production growth rate of lithium iron phosphate materials in China remained at a low level, with a month - on - month increase of 1.86% compared to June. The strong energy storage demand offset the slowdown in the power end. In August, the performance of the energy storage and power markets was still good, and the production plans of lithium iron cathode material factories will speed up accordingly. It is expected that the growth rate of cathode materials in August will be about 5% [2]. Strategy Given the current situation where the fundamentals are good but the lithium carbonate market fluctuates greatly due to uncertain news from the lithium ore end, it is recommended to wait and see in the short term [3]. Transaction Recommendations - Unilateral: None - Inter - delivery spread: None - Inter - commodity spread: None - Spot - futures: None - Options: None [5]