Sou Hu Cai Jing·2025-04-08 03:37Group 1 - In 2024, CATL surpassed Kweichow Moutai to become the largest heavy stock held by public funds, with a total market value of 178.575 billion yuan, held by 2,861 funds [1][9][11] - The top three heavy stocks held by public funds belong to the industrial, daily consumption, and optional consumption sectors [3] - CATL achieved a revenue of 362.013 billion yuan in 2024, a year-on-year decrease of 9.70%, while its net profit attributable to shareholders increased by 15.01% to 50.745 billion yuan [5] Group 2 - BYD reported a record revenue of 777.1 billion yuan in 2024, a year-on-year increase of 29%, with a net profit of 40.25 billion yuan, up 34% [5] - BYD's global sales reached 4.27 million units in 2024, marking a 41% year-on-year increase, ranking fourth in global automotive brand sales [5] - The top 20 stocks held by public funds in 2024 included companies from the battery and new energy sectors, such as Zijin Mining, BYD, and North Huachuang [3][5] Group 3 - The public fund's heavy stock allocation in Hong Kong stocks remains significant, with five automotive companies listed among the top 20 heavy stocks [7] - Xiaomi, Geely, Li Auto, Xpeng, and Great Wall Motors are among the top 20 heavy stocks held by public funds, reflecting a strong focus on electric vehicle manufacturers [7][8] - In March, Xpeng delivered 33,205 new vehicles, a 268% year-on-year increase, while Li Auto and Great Wall Motors also reported significant growth in deliveries [8]