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固态电池领域技术成果集中显现,电池ETF(159755)年内至今反弹超18%,近1年日均成交同类第一!
Xin Lang Cai Jing·2025-05-21 06:11

Group 1 - The core viewpoint is that the National Index for New Energy Vehicle Batteries (980032) has shown strong performance, with significant increases in key stocks such as Guoxuan High-Tech (002074) and CATL (300750) [1][2] - The battery ETF (159755) has risen by 2.59%, reflecting a rebound of over 18% since its low on April 9 [1] - The trading volume for the battery ETF is notably high, with a turnover rate of 7.41% and a transaction value of 224 million yuan, indicating strong market interest [1] Group 2 - As of April 30, 2025, the top ten weighted stocks in the National Index for New Energy Vehicle Batteries account for 68.58% of the index, highlighting the concentration of investment in leading companies like BYD (002594) and CATL (300750) [2] - The Ministry of Industry and Information Technology has announced plans to develop standards for electric vehicle technologies, including solid-state batteries, which could drive future growth in the sector [2] - Guoxuan High-Tech has launched a new G-type solid-state battery, achieving significant progress in various applications, including eVTOL and electric vehicles, with a production capacity of 12 GWh [2]