CATL(SZ:300750) Xin Lang Cai Jing·2025-08-11 02:58Group 1 - CATL's Jiangxiawo lithium mine has ceased production with no short-term plans for resumption, impacting lithium carbonate futures prices and boosting the performance of the battery materials sector in the A-share market [1] - The mine, acquired by CATL for 865 million yuan, is estimated to contain 9.6 billion tons of ceramic soil resources and 2.6568 million tons of lithium oxide, equivalent to approximately 6.57 million tons of lithium carbonate, making it one of the largest single lithium mica mines globally [1] - As of August 11, 2025, the CSI New Materials Theme Index (H30597) rose by 1.05%, with significant gains in constituent stocks such as Jina Technology (up 7.94%) and Xinzhou Bang (up 7.49%) [1] Group 2 - The New Materials ETF closely tracks the CSI New Materials Theme Index, which includes 50 listed companies involved in advanced steel, non-ferrous metals, chemicals, and other strategic materials [2] - As of July 31, 2025, the top ten weighted stocks in the CSI New Materials Theme Index accounted for 51.53% of the index, with CATL being the largest component [2]