碳酸锂持续上涨，新能源车ETF（515030）开盘拉升，恩捷股份涨停

Group 1 - The A-share market opened with mixed performance on October 31, with the new energy sector experiencing a rally, particularly in the new energy vehicle ETF (515030), which rose by 1.9% [1] - Key stocks in the new energy vehicle ETF include Enjie, which hit the daily limit, along with other companies such as Xingyuan Material, Xinzhou Bang, Defang Nano, Hunan Youneng, Shangtai Technology, Duofluo, Zhongke Electric, and Tianci Materials [1] - Recent reports indicate a continuous rise in lithium carbonate prices, driven by strong overseas lithium mine pricing sentiment and limited available spot supply, leading to a strong holdback atmosphere [1] Group 2 - Downstream lithium salt manufacturers are maintaining a high purchasing willingness for raw materials due to good demand, resulting in active market trading [1] - The new energy vehicle ETF (515030) is currently the largest in the market, tracking the CSI New Energy Vehicle Index (399976) and includes stocks related to lithium batteries, charging piles, and new energy vehicles [1] - The top ten constituent stocks of the ETF include industry leaders such as CATL, BYD, Huayou Cobalt, Yiwei Lithium Energy, Ganfeng Lithium, and Tianqi Lithium, with battery weight accounting for 51.9% in the Shenwan secondary industry classification [1]