锂矿股集体爆发，新能源车相关ETF涨超3%

Group 1 - Lithium mining stocks experienced a collective surge, with Tianqi Lithium and Ganfeng Lithium hitting the daily limit, and Yiwei Lithium rising by 6% [1] - The impact on the market led to a rise of over 3% in related new energy vehicle ETFs [1] - On August 11, all lithium carbonate futures contracts hit the daily limit, indicating strong market demand [2] Group 2 - CATL announced on August 11 that it has suspended mining operations at its Yichun project due to the expiration of its mining license on August 9 [2] - Analysts suggest that this suspension will significantly benefit the supply-demand balance of lithium carbonate, potentially creating a supply gap of several thousand tons in a month [2] - The supply disruption, combined with the traditional inventory replenishment season, is expected to provide substantial short-term rebound potential for lithium prices, which may lead to a recovery in prices and profitability across the lithium battery industry chain [2]