7月21日连板股分析：全市场逾百股涨停 大基建板块全线爆发 今日共121股涨停，连板股总数12只，其中三连板及以上个股6只，上一交易日共13只连板股，连板股晋级率46.15%（不含ST股、退市股）。个股方面，全 市场超4000只个股上涨，逾百股涨停。连板股表现不尽如人意，除开上纬新材，市场连板高度被压缩至3板，兰生股份、海星股份、延华智能等个股断板且 负反馈较为明显。板块方面，大基建板块全线爆发，水泥、工程建设、民爆、工程机械等分支共70余股涨停；受宇树科技已开启上市辅导消息刺激，机器人 概念股亦有亮眼表现，金发科技、雪龙集团、荣晟环保等参股公司涨停。 | 连板数 | 晋级率 | | 2025-7-21 | | --- | --- | --- | --- | | 8 #9 | 1/1=100% | 上纬新材 (机器人) | | | 2进3 | 5/9=55% | 柳钢股份 (业绩+钢铁) | | | | | 北化股份 (军工) | | | | | 人民同泰 (医药商业) | | | 1进2 | 6/32=18% | 国机通用 (盐湖提锂) | | | | | 华宏科技(稀土+业绩) | | | | | 汇通集 ...

A股盐湖提锂板块持续走强，国机通用、西藏城投双双涨停，西藏珠峰、西藏矿业涨超6%，碧水源、 金圆股份、富临精工跟涨。 ...

7月18日，三大股指集体收涨，上证指数报收3534.48点，涨0.5%；深成指报收10913.84点，涨0.37%； 创业板指报收2277.15点，涨0.34%。沪深两市全天成交额1.57万亿，较上个交易日放量317亿。全市场 共2600只个股上涨，超2500只个股下跌。 游戏板块走弱，冰川网络跌超4%，恺英网络、巨人网络跌超3%。 沪深两市全天成交额1.57万亿，较上个交易日放量317亿。盘面上，稀土永磁板块集体大涨，锂矿、创 新药概念活跃，光伏板块调整。 | 全A | 涨 2600 | 平 248 | 跌 2567 | | | --- | --- | --- | --- | --- | | | | A股重要指数 | | | | 名称 | | 最新 | 涨跌 | 涨幅 | | 上证指数 | | 3534.48 | +17.65 | +0.50% | | 深证成指 | | 0913.84 | +40.22 | +0.37% | | 北证50 | | 1418.61 | -9.50 | -0.67% | | 创业板指 | | 2277.15 | +7.82 | +0.34% | | 第二阶经 | | | | | ...

A股午评：沪指半日涨0.34% 大市成交额半日破万亿显著放量 金十数据7月18日讯，A股三大股指早间冲高回落，小幅上涨。截至中午收盘，沪指涨0.34%，深证成指 涨0.3%，创业板指涨0.26%；沪深两市半日成交额1.02万亿，较上个交易日放量1163亿。盘面上，热点 轮动，个股跌多涨少，全市场超3000只个股下跌。稀土、盐湖提锂、煤炭开采加工、军工等板块涨幅居 前，创新药、光伏等板块跌幅居前。稀土板块再度强势拉升，久吾高科20CM涨停，东方锆业、华宏科 技等涨停封板，北方稀土触及涨停。盐湖提锂板块持续走强，富淼科技20CM涨停，盛新锂能、金圆股 份涨停封板。光伏板块调整，亚玛顿跌超8%。 ...

Group 1: Stock Performance - The stock of Shangwei New Materials has hit the daily limit for eight consecutive trading days since its resumption, with a 20% increase each day [6][7] - The latest price-to-earnings ratio of Shangwei New Materials is 105.71, significantly higher than the industry average of 23.78 [7] Group 2: Market Trends - The A-share market saw a collective rise in the three major indices, with sectors like brain-computer interfaces, pharmaceutical commerce, and multi-modal AI performing well, while sectors like photovoltaic and diversified finance declined [1] - In the Hong Kong stock market, the Hang Seng Index and Hang Seng Technology Index both rose over 1%, with notable gains from companies like NIO and Nongfu Spring [3] Group 3: Lithium and Silicon Futures - The lithium extraction sector is experiencing a surge, with companies like Fumiao Technology and Jinyuan Co. hitting the daily limit, and the price of lithium carbonate futures rising over 4% to 70,700 yuan per ton [4] - The price of polysilicon futures has also seen a significant increase, with the main contract rising 7.49% to 45,700 yuan per ton, marking a new high since its listing [4] Group 4: AI and Small Metals - The small metals sector is showing positive movement, with companies like Dongfang Zirconium hitting the daily limit, and other companies in the sector also experiencing gains [5] - AI-related stocks are active, with Nanjing Xingshi hitting the daily limit, and other companies in the sector showing strong performance following the release of OpenAI's ChatGPT Agent [5]

每经记者｜胥帅 每经编辑｜魏官红 盐湖提锂龙头藏格矿业（000408.SZ，股价42.92元，市值673.94亿元）突发利空消息，上市公司子公司 在国内最大的盐湖——察尔汗盐湖的"提锂"活动被叫停。 7月17日午间，藏格矿业公告了这一事项，称当地相关部门要求子公司立即停止违规开采行为并积极整 改，完善锂资源合法手续，待锂资源手续合法合规后，向海西州盐湖管理局申请复产。 公告披露后，《每日经济新闻》记者联系到藏格矿业高管，对方表示暂时不太知道具体情况，以公告为 准。另外，记者注意到，去年以来，藏格矿业一直比较关注察尔汗盐湖采矿证（察尔汗盐湖钾镁矿采矿 权）续期的问题，到期时间在今年8月。上周，紫金矿业董事长陈景河先后奔赴西宁和格尔木，对藏格 矿业公司及相关公司进行调研。 被要求完善锂资源合法手续 7月17日午间，盐湖提锂龙头藏格矿业公告称，全资子公司格尔木藏格钾肥有限公司（以下简称"藏格钾 肥"）于2025年7月16日收到海西州自然资源局、海西州盐湖管理局下发的《关于责令立即停止锂资源开 发利用活动的通知》，该通知要求严格依照国家法律法规，切实履行企业主体责任，立即停止违规开采 行为并积极整改，完善锂资源合法手 ...

Group 1: Fund Overview - The fund "Chunhou Xinzhe C" (Fund Code: 007812) is a mixed-type fund under Chunhou Fund, established on August 21, 2019, with a total management scale of 737 million yuan [1] - As of July 10, 2025, the fund achieved a one-year return of 18.96%, outperforming the benchmark growth rate of 15.19% and the CSI Mixed Fund Index return of 15.41% [1] - Since its inception, the fund's return has reached 91.65%, significantly exceeding the performance benchmark of 12.05% [1] Group 2: Risk Management and Performance - The fund's maximum drawdown over the past three years is 23.32%, which is better than the average level of similar mixed funds [1] - The maximum drawdown recovery days are 238, ranking in the top 15% among similar mixed funds [1] Group 3: Fund Size and Share Structure - As of March 31, 2025, the fund's size reached 130 million yuan [2] - The latest announcement shows that as of March 31, 2025, the fund's shares totaled 6.8 million [3] Group 4: Holder Structure and Institutional Investment - According to the 2024 annual report, the fund has an institutional holder ratio of 46.23% [4] - As of the first quarter of 2025, there are three institutional fund holders with a total holding size of 17.31 million yuan, accounting for 13.31% of the fund [4] Group 5: Company Research and Project Updates - On June 25, 2025, Chunhou Fund conducted research on the listed company Cangge Mining [5] - The company plans to start the first phase of the Mali Cuo project construction in the third quarter of 2025, with an estimated construction period of 9-12 months [6] - The project aims for a lithium production capacity of 50,000 tons per year, with a long-term capacity target of 100,000 tons [7]

Core Insights - Lithium is referred to as the "white oil" of the new energy era, essential for manufacturing electric vehicle batteries, mobile phone batteries, and energy storage devices [3][5] - The 40,000 tons/year lithium salt integration project in the Chaka Salt Lake of Qinghai Province is a significant advancement in China's lithium salt projects, marking a milestone as it transitions from construction to trial production [5][12] Industry Overview - The Chaka Salt Lake is a critical resource for lithium extraction, which is vital for the future of new energy technologies [3][5] - The project is the largest in scale, with the highest technical requirements and the most participating units in China [5] Equipment Challenges - The extreme environment of the Qinghai Salt Lake poses significant challenges for industrial equipment, particularly variable frequency drives (VFDs) [6][7] - Key challenges include high altitude with low oxygen, extreme temperature fluctuations, and corrosive salt mist [7] Equipment Solutions - The Vertiv MegaVert medium-voltage VFD is designed to withstand the extreme conditions of the salt lake, making it the preferred choice for the lithium extraction project [8][10] - Features include optimized electrical gaps, high thermal protection settings, and excellent corrosion resistance [10][12] Performance Validation - The MegaVert VFD undergoes rigorous testing, including 120 hours of salt mist testing and high-low temperature cycling tests to ensure reliability in harsh conditions [11] - The device is designed to operate reliably at high altitudes and under varying electrical conditions, ensuring stable performance [12] Client Feedback - The project manager from China Salt Lake Group praised the stable performance and reliability of the Vertiv MegaVert VFD, highlighting the professional service provided by the Vertiv team [12]

Market Overview - The A-share market showed a positive trend today, with the Shanghai Composite Index rising by 0.52% to close at 3402.32 points, and the Shenzhen Component Index increasing by 0.83% to 10246.02 points [1] - The overall market saw 3411 stocks rise, while 1737 stocks fell, and 264 stocks remained unchanged [1] - The total trading volume in the Shanghai and Shenzhen markets was 12555 billion, a decrease of 1599 billion compared to the previous trading day [1] Industry Performance - Among the Shenwan first-level industries, all sectors except for pharmaceuticals, communications, and beauty care experienced gains, with non-ferrous metals, agriculture, non-bank financials, automotive, media, and social services leading the rise [1] - The top-performing concept sectors included rare earth permanent magnets, rare earths, online gaming, integrated die-casting, selected rare metals, lithium extraction from salt lakes, and others [1]

Core Viewpoint - The company is actively pursuing its transformation strategy, focusing on lithium resource development while maintaining its real estate business as a stable foundation for growth [1][2][3] Group 1: Project Development - The company plans to commence land leveling for the Longmu Lake project this year and aims to accelerate the construction of the first 10,000-ton production line if conditions permit [1] - The 30,000-ton lithium carbonate project at Jiezhe Chaka is currently in the process of handling preliminary procedures [2] - The company is working on the construction of a 10,000-ton lithium hydroxide production line and is advancing the self-built line projects at both Jiezhe Chaka and Longmu Lake [4][10] Group 2: Financial Performance - The company's revenue for the first quarter was primarily driven by real estate sales and rental income, with a total of 500 million yuan [2] - The company anticipates a decline in overall revenue this year due to slower real estate sales, while the mining sector is expected to see a slight increase [5][11] - The gross profit margin for the Xi'an Jingchen Zunyu project was reported at 4.47%, significantly lower than the regional average of 10.80% [2] Group 3: Market Strategy and Communication - The company is committed to enhancing its market value through stable business development, improved communication with investors, and ongoing training for management to understand capital market dynamics [1][3] - The management is exploring potential share buyback plans, contingent on regulatory requirements and the company's operational status [3] Group 4: Industry Outlook - The lithium battery sector is projected to experience significant growth, particularly in the fields of power batteries and energy storage, with the company positioning itself to capitalize on these trends [18]