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Typhoon Dolphin’s remnants continue to drench broad swathe of China, bringing torrential rains to East China, Huanghuai and North China_我的网站

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A | 　　炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　记者丨林健民　　编辑丨李燕娜　　8月26日，宁德时代股价上午10点左右从超2%的涨幅快速跳水，截至收盘，报379元/股，涨0.6%，总市值为1.79万亿元。

Residents ride electric bicycles through floodwaters caused by heavy rain from Typhoon Dolphin’s remnants in Zhengzhou, Central China’s Henan Province, on August 12, 2026. Photo: IC
Typhoon Dolphin, the 13th typhoon of the year, weakened into a tropical depression over Central China’s Hubei Province on Monday and was subsequently declassified by the National Meteorological Center (NMC). However, its remnants continue to bring significant rainfall risks. Combined with incoming cold air, the system is expected to trigger heavy rain across East China, the Huanghuai region and North China over the next three days, with some areas facing high risks of rain-triggered disasters.
The NMC continued its orange alert for heavy rain and blue alert for severe convective weather on Wednesday morning. At 6 pm on Tuesday, the Ministry of Water Resources and the China Meteorological Administration (CMA) jointly issued a red warning for flash floods, while the Ministry of Natural Resources and the CMA jointly issued an orange risk warning for geological disasters, China’s state broadcaster China Central Television (CCTV) reported on Wednesday.
Around Wednesday, the typhoon’s remnants are expected to stall near the border area of Hubei, Henan and Anhui provinces, interacting with an upper-level trough and cold air to bring another round of widespread heavy rain, People’s Daily reported on Wednesday.
At the center of the heavy rainfall, parts of central and eastern Henan were hit by torrential to exceptionally heavy rain on Tuesday, with extreme rainfall reported locally in Pingdingshan and Luoyang. More heavy rain is forecast from Wednesday through Saturday, with parts of central and western Henan at risk of exceptionally heavy to extreme rainfall. The provincial flood control and drought relief headquarters activated a Level II emergency flood-control response at 8 am on Wednesday, per the CCTV report.
The Henan provincial meteorological observatory upgraded its heavy rain warning to red at 7:30 am on Wednesday. Parts of multiple cities including Luoyang, Zhengzhou and Zhoukou have seen exceptionally heavy rainfall, with Changcun village in Yexian county recording a maximum of 356.9 millimeters.
In response, China’s State Flood Control and Drought Relief Headquarters and the Ministry of Emergency Management decided to raise the Level IV emergency flood-control response for Henan to Level III at 9 am on Wednesday.
Sun Qianqian, a CMA meteorological analyst, explained that as the moisture carried by the typhoon reaches Henan, the Taihang and Funiu mountains will act as a barrier, forcing the moist air to rise and significantly amplifying precipitation.
The arrival of cold air is expected to further fuel severe convection, unleashing the system’s remaining energy and moisture, CCTV reported.
The combination of the typhoon’s remnants and cold air can produce even heavier rain than the typhoon itself. With saddle-shaped weak steering currents between high-pressure systems to the east and west, Typhoon Dolphin’s residual low-pressure circulation is expected to stall over Henan and Hubei provinces, prolonging the rainfall, according to CCTV.
After Typhoon Dolphin’s remnants moved into Hubei, strong winds and heavy rain hit parts of the province, with Xiangyang, Shiyan and Suizhou among the hardest-hit areas, CCTV reported.
Since China’s State Flood Control and Drought Relief Headquarters and the Ministry of Emergency Management activated a Level IV flood-control emergency response for Hubei on Monday, more than 25,000 people had been relocated from affected areas by Tuesday noon, Hubei Daily reported on Wednesday.
Heavy rain has increased flood-control pressure in Xiangyang, where 125 reservoirs have exceeded normal water levels. More than 10,000 people had been relocated by Tuesday evening, while 266 rescue teams with 9,087 personnel have been deployed and more than 170,000 emergency relief supplies prepared, according to Hubei Daily.
Hubei has dispatched experts and working teams to key areas including Xiangyang and Shiyan. Some 27,800 emergency personnel and 16,400 sets of rescue equipment have been pre-positioned in areas facing heavy rain, Hubei Daily reported.
Moreover, heavy rain is expected to continue in Beijing from Wednesday morning through Thursday daytime, with the most intense rainfall occurring from Wednesday morning through the day. The rain was forecast to gradually weaken starting Wednesday night, CCTV reported.
According to Xue Li, director of the flood control and drought relief division of the Beijing Emergency Management Bureau, rain began spreading across Beijing around Tuesday noon, with Shifosi village in Yanqing district recording the city’s highest rainfall of 175.4 millimeters between noon and 9 pm, CCTV reported.
Beijing activated a citywide Level II flood-control emergency response at 9 am on Tuesday. Districts of Fangshan and Mentougou were placed under a strengthened Level I response, while eight other districts, including Changping and Tongzhou, activated Level I flood-control responses.
In addition, the capital city had evacuated all residents identified as being at risk by 6 pm on Tuesday. As of 9 pm on Tuesday, Beijing had closed 151 tourist attractions and 157 camping sites, suspended more than 4,100 rural B&B operations, evacuated or turned back over 1,300 tourists, and halted work at more than 3,300 construction sites.
Heavy rain also hit many parts of Tianjin Municipality on Wednesday, disrupting air travel. By 12:30 pm, the Tianjin Binhai International Airport had canceled four flights and delayed 13, with services to Chengdu, Guiyang and Kunming among the hardest hit.
Global Times
。　　消息面上，8月26日，宜春市生态环境局发布说明，宜春时代新能源矿业有限公司江西省宜丰县圳口里—奉新县枧下窝锂矿采矿项目环境影响报告书在拟受理公示期间，群众对建设单位前期公示的网站存在质疑。现将该拟受理公示撤销，待后续核准符合要求后，再另行公示。　　对此，21快讯记者以投资者身份致电宜春时代新能源矿业有限公司（下称“宜春时代”）相关负责人，对方表示此次拟受理公告遭撤销，主要与去年12月以及上月该项目公示网站为商业网站有关，重走流程要看审批节奏，有时候会受到较多信息的干扰。　　宜春时代为宁德时代（300750.SZ）子公司。此前，宜春时代于2025年12月18日在全国建设项目环境信息公示平台对该项目进行了首次环境影响评价信息公示；2026年7月27日至2026年8月7日，宜春时代在生态环境公示网对该项目的征求意见稿进行了环境影响评价信息公示。　　而《环境影响评价公众参与办法》指出，建设单位应当在确定环境影响报告书编制单位后7个工作日内，通过其网站、建设项目所在地公共媒体网站或者建设项目所在地相关政府网站，公开包括建设项目名称、选址选线、建设内容等基本情况在内的相关信息。

B | 　　公开资料显示，枧下窝锂矿是全球已探明最大的锂云母矿，设计满产后碳酸锂年产能约10万吨。停产前，其产量约占全国总产量的8%—10%。2025年8月9日采矿许可证到期后矿山处于停产状态。

C | 该矿复产的动向正牵动着市场的神经。

D | 　　紫金天风期货8月24日发布研报指出，周内枧下窝锂矿复产流程不顺利的传言重新推动锂价上涨，考虑到流程进展多次反复，暂一事一议——若枧下窝锂矿复产落地不及预期，Q4整体去库量预计将有所扩大，基本面继续走强，价格或回到7月前的震荡区间；若复产顺利，锂价或维持8月震荡区间。而近期注册仓单量继续走高，一定程度上反映当下现货并不极度紧缺，但不紧缺可能是供应确实充分，也可能是下游当前采货并不急切，考虑到总库存去化斜率走陡，且预期为持续去化，同时下游原料库存天数继续下降，该机构更倾向于后者。由于年内需求暂未有走弱迹象，或需关注后续下游采货节奏对锂价的阶段性支撑作用。