宁德时代枧下窝锂矿停产，锂矿板块大幅高开

Market Overview - On August 11, 2025, A-shares showed mixed performance with over 2900 stocks rising, while sectors like communication, building materials, and electronics led the gains, and comprehensive, banking, and public utilities sectors weakened [1] Lithium Industry Insights - The main contract for lithium carbonate futures opened at a limit-up price of 81,000 yuan per ton [1] - The shutdown of the Jiangxia Wokeng mining area by CATL (300750) on August 10, 2025, indicates a supply contraction and price volatility in the short term, exacerbating corporate pain [1] - The current turmoil in the lithium industry represents a transition from "global capacity first" to "global quality first," marking a painful yet necessary phase for the industry's healthy development [1] New Energy ETF Launch - The Huaxia New Energy ETF (159368) is the first ETF tracking the new energy index on the ChiNext board, covering sectors such as solar, wind, biomass, nuclear energy, and components of the new energy vehicle industry [1] - This ETF is driven by both elasticity and growth, providing new investment opportunities in the new energy sector [1] Fee Structure of New Energy ETF - The management fee for the Huaxia New Energy ETF is 0.15%, and the custody fee is 0.05%, totaling only 0.2%, which is the lowest among similar products [2] - This low fee structure facilitates quick investment opportunities for those optimistic about future developments in the new energy sector [2]