CATL(SZ:300750) Xin Lang Cai Jing·2025-04-15 03:23Group 1 - The battery ETF fund has seen a turnover of 0.41% during trading, with a transaction volume of 1.233 million yuan [2] - The fund's scale has increased by 39.2937 million yuan over the past six months, indicating significant growth [2] - The fund's shares have grown by 22.5 million shares in the past week, reflecting substantial growth [2] Group 2 - The battery ETF fund has experienced continuous net inflows over the past four days, with a maximum single-day net inflow of 3.4227 million yuan, totaling 10.1719 million yuan [2] - The index tracked by the fund, the CSI Battery Theme Index, is currently valued at a historical low with a latest price-to-book ratio (PB) of 2.77, which is below 86.4% of the time over the past three years, highlighting attractive valuation [2] Group 3 - Contemporary Amperex Technology Co., Ltd. (CATL) reported a first-quarter revenue of 84.705 billion yuan, a year-on-year increase of 6.18%, and a net profit attributable to shareholders of 13.963 billion yuan, up 32.85% year-on-year [2] - Dongguan Securities anticipates that the overall demand for lithium batteries will maintain rapid growth, with stable production schedules for lithium battery companies in April [2] - The industry supply-demand relationship is expected to improve as outdated capacity continues to be eliminated, leading to potential upward revisions in corporate profitability [2] - The solid-state battery industry is advancing, with accelerated industrialization processes driving demand for upgrades in material systems and equipment [2] - It is recommended to focus on battery segments with strong performance support, leading companies in the marginally improving material segment, and beneficiaries in the solid-state battery supply chain [2] Group 4 - Investors without stock accounts can access battery industry investment opportunities through the battery ETF linked fund (016567) [3]