Group 1 - The battery ETF fund recorded a trading volume of 3.18 million yuan, with an average daily trading volume of 8.45 million yuan over the past year [3] - The latest scale of the battery ETF fund reached 345 million yuan, marking a one-month high, with the latest share count at 688 million, also a one-month high [3] - The fund experienced a net inflow of 8.24 million yuan recently, accumulating a total of 17.06 million yuan over the past 18 trading days [3] Group 2 - The valuation of the index tracked by the battery ETF fund is at a historical low, with a price-to-book ratio (PB) of 3.08, which is lower than 80.9% of the time over the past five years, indicating strong valuation attractiveness [3] - In April, China's total exports of power and other batteries reached 22.3 GWh, a month-on-month decrease of 2.9% but a year-on-year increase of 64.2%, accounting for 18.9% of the monthly sales [3] - From January to April, cumulative exports of power and other batteries reached 83.9 GWh, with a year-on-year growth of 83.2%, representing 20.8% of the cumulative sales in the first four months [3] Group 3 - Institutions suggest that considering industry policies, raw material price trends, sector performance, current market valuation levels, and future growth expectations, short-term attention to investment opportunities in the sector is advisable [4] - The domestic and international development prospects of the new energy vehicle industry are confirmed, making the sector worthy of close attention, with expectations of performance and trends diverging among individual stocks [4] - Investors without stock accounts can access battery industry investment opportunities through the battery ETF linked fund (016567) [4]
4月我国动力和其他电池合计出口同比增长64.2%，电池ETF基金(562880)规模、份额均创近1月新高！
Sou Hu Cai Jing·2025-05-13 03:37