新能源汽车行业周报（5月19日-5月23日）：新能源汽车指数下跌1.62%，磷酸铁锂平均报价持平

Market Overview - The new energy vehicle (NEV) index fell by 1.62% from May 19 to May 23, underperforming the CSI 300 index by 1.44% [1] - The best-performing sector within the automotive industry was the complete vehicle index, which rose by 2.47% [1] - The best-performing sector in the battery-related segment was the power battery recycling index, which decreased by 0.47% [1] Company Performance New Energy Vehicles - Jianghuai Automobile (600418.SH) closed at 40.81 CNY, with a weekly increase of 14.76% [3] - Seres (601127.SH) closed at 145.87 CNY, with a weekly increase of 12.38% [3] - BYD (002594.SZ) closed at 405.0 CNY, with a weekly increase of 4.07% [3] - Changan Automobile (000625.SZ) closed at 12.81 CNY, with a weekly increase of 3.56% [3] - Great Wall Motors (601633.SH) closed at 23.42 CNY, with a weekly decrease of 0.85% [3] Battery and Components - Guoxuan High-Tech (002074.SZ) closed at 25.25 CNY, with a weekly increase of 9.31% [7] - Ningde Times (300750.SZ) closed at 266.99 CNY, with a weekly increase of 2.94% [7] - A total of 54100 MWh of power batteries were installed in April, representing a year-on-year increase of 52.8% [32] Industry Data - In April, the production of new energy vehicles reached 1,251,000 units, a year-on-year increase of 43.8% [31] - Cumulative production for the year reached 4,429,000 units, with a year-on-year increase of 48.4% [31] - The wholesale sales of new energy vehicles in April were 1,133,000 units, a year-on-year increase of 40.2% [32] - The penetration rate for wholesale sales was 51.7% [32] Material Prices - As of May 23, the average price of battery-grade lithium hydroxide was 70,100 CNY/ton, down 1,000 CNY/ton from May 16 [12] - The average price of battery-grade cobalt sulfate remained stable at 48,000 CNY/ton [14] - The average price of battery-grade nickel sulfate was stable at 28,900 CNY/ton [16] - The average price of lithium iron phosphate was stable at 31,500 CNY/ton [18]