Xin Lang Cai Jing·2025-06-17 05:37Group 1 - The core viewpoint indicates that the domestic market for new energy vehicles (NEVs) is expected to maintain high growth rates due to the stimulus from trade-in policies and the reduction of purchase taxes, while the European market is anticipated to recover due to carbon policies and subsidies [2] - As of May 2025, the cumulative number of charging infrastructure in China has surpassed 14.4 million units, representing a year-on-year increase of 45.1%, with public charging stations increasing by 9.1 million units in May alone, a 33.9% year-on-year growth [1] - The top ten weighted stocks in the China Internet of Vehicles Theme Index account for 50.18% of the index, including major companies like BYD, Huichuan Technology, and CATL [2] Group 2 - The China Internet of Vehicles Theme Index (930725) experienced a slight decline of 0.08% as of June 17, 2025, with mixed performance among constituent stocks [1] - The Smart Connected Vehicle ETF (159872) has seen a 18.87% increase in net value over the past year, reflecting positive market sentiment [1] - The growth in charging infrastructure is significant, with a total of 1.583 million new charging facilities added in the first five months of 2025, marking a 19.2% year-on-year increase [1]