成分股增长势头强劲，每经品牌100指数本周涨2.1%

Core Viewpoint - The overseas market's risk appetite has significantly rebounded, with the Hong Kong stock market outperforming the A-share market, as evidenced by the 2.1% increase in the Meijing Brand 100 Index this week, marking a continuous rebound [1][2]. Market Performance - Both A-share and Hong Kong markets experienced consecutive rebounds, with the Meijing Brand 100 Index rising 2.1% to close at 1053.29 points [2]. - Notable performers in the Meijing Brand 100 Index include Xiaomi Group and Pinduoduo, which saw weekly increases of 13.71% and 11.02%, respectively. Other companies like Lenovo Group, Alibaba, and Baidu also recorded gains exceeding 5% [2][3]. Market Capitalization Growth - Major companies such as Tencent, Xiaomi, and Alibaba saw significant market capitalization growth this week, with increases of 185.9 billion yuan, 149 billion yuan, and 131.8 billion yuan, respectively. Meanwhile, companies like BYD, CATL, and Agricultural Bank of China experienced market cap growth around 50 billion yuan [4]. Earnings Reports - The earnings season is nearing its end, with 61% of the 84 component stocks in the Meijing Brand 100 Index reporting revenue growth in 2024. Additionally, 20 stocks reported net profit growth exceeding 20% [5]. - Xiaomi Group reported a total revenue of 365.9 billion yuan for 2024, a 35% year-on-year increase, and a net profit of 27.2 billion yuan, up 41.3%. The fourth quarter of 2024 marked a record-breaking revenue of 109 billion yuan, a 48.8% increase year-on-year [5]. - Geely Automobile reported a revenue of 240.19 billion yuan for 2024, a 34% increase, and a net profit of 16.63 billion yuan, a remarkable 213% increase [6]. Continued Growth in 2025 - BYD's first-quarter report for 2025 showed a net profit of 9.155 billion yuan, a 100.38% year-on-year increase, with significant growth in overseas electric vehicle sales [7]. Investment Opportunities in New Energy Vehicles - The strong performance of companies like Xiaomi, Geely, and BYD highlights the investment value in the new energy vehicle industry. The New Energy Vehicle ETF saw a nearly 4% increase this week, tracking companies involved in lithium batteries, charging stations, and new energy vehicles [8]. Index Composition - The CSI New Energy Vehicle Index primarily covers the upstream and downstream industries of new energy vehicles, with a high concentration of large-cap stocks and a focus on innovation-driven companies [11]. - The index includes major stocks such as BYD, CATL, and others, reflecting the overall performance of leading companies in the new energy vehicle sector [10].