8月11日，A股市场震荡上行，锂矿板块暴涨！截至9:56，新能源汽车ETF（516390）放量涨超2%，冲击两连阳。有色50ETF（159652）高开震 荡，微涨0.27%。 新能源汽车ETF（516390）标的指数成分股悉数走强，锂矿板块领涨，盛新锂能、天齐锂业10cm涨停，赣锋锂业涨超7%！宁德时代、汇川技 术、比亚迪等微涨。 【新能源汽车ETF（516390）标的指数前十大成分股】 | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 成交额 | 估算权重▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300750 | 宁德时代 | 电力设备 | 0.84% | 15.37 Z | 9.89% | | 2 | 300124 | 汇川技术 | 机械设备 | 0.90% | 3.47 亿 | 9.08% | | 3 | 002594 | 比亚迪 | 汽车 | 0.46% | 8.02亿 | 7.80% | | 4 | 000625 | 长安汽车 | 汽车 | 0.70% | 1.98亿 | 4.92% | | 5 | 002050 | 三 ...

Group 1 - The core viewpoint of the articles highlights the strong performance of the new energy vehicle (NEV) sector, with significant increases in stock prices and ETF values, indicating a bullish market sentiment [1][2][3] - The China Passenger Car Association reported that from July 1 to 20, 2025, retail sales of new energy vehicles reached 537,000 units, a year-on-year increase of 23%, while wholesale sales were 514,000 units, up 25% year-on-year [2] - The NEV market penetration rate reached 54.9% for retail and 53.6% for wholesale, with cumulative retail sales for the year at 6.006 million units, reflecting a 32% increase [2] Group 2 - The Ministry of Industry and Information Technology and other regulatory bodies are working to standardize competition in the NEV industry, marking a shift from being a "new energy powerhouse" to a "new energy strong country" [2] - The "anti-involution" policy is expected to benefit the NEV and photovoltaic supply chains, leading to price rebounds in key materials like lithium carbonate and silicon materials [3] - The NEV ETF (516390) is noted for its low management and custody fees, making it an attractive investment option for those looking to invest in the entire NEV supply chain [3]