A股固态电池板块盘中异动拉升，金龙羽直线涨停，领湃科技涨超10%，海科新源、博力威、华盛锂电、科恒股份跟涨。

The Conference Board's July consumer confidence index fell to 90.8, below consensus 92.3 and June's 91.2. The decline was modest and does not signal a sudden consumer collapse, but the index's prolonged low level indicates high inflation, higher rates and job-market uncertainty continue to weigh on households. In June, the current-business-and-employment assessment dropped to 116.4 and the share saying jobs are hard to find rose to the highest since January 2021; the expectations subindex recovered to 74.4 but remains below the 80 recession-warning threshold. Market takeaway: the print is mildly dollar- and yield-negative and slightly supportive of easing expectations, but the miss is limited — decisive policy implications should wait for upcoming GDP, PCE and jobs data.

CITIC Construction Investment research says lithium has over-discounted prospective loosening; weekly inventories continue to fall and prices are oversold in the near term. Fundamentals remain strong for the year and supply stays tight: Baichuan data show several lithium-salt plants have announced maintenance, creating phased output cuts this month and next that should tighten short-term supply; heavy snow in South American salt lakes may further hit Q3 production and shipments. Demand has not softened through the July–August off-season—demand appears front‑loaded and downstream rigid procurement is supporting prices. Maintenance-driven supply reductions plus robust demand are continuing to draw inventories, underpinning a price floor and raising the odds of stronger prices into September–October.