新能源汽车指数上涨1.66%，磷酸铁锂平均报价持平丨行业周报

Market Performance - The New Energy Vehicle (NEV) index rose by 1.66% from July 7 to July 11, outperforming the CSI 300 index by 0.84% [1] - The best-performing sector within the automotive industry was the Electric Motor III index, which increased by 1.74% [1] - In the battery-related sector, the Charging Pile index had the highest performance with a weekly increase of 2.19% [1] Company Performance - Changan Automobile (000625.SZ) closed at 12.78 CNY with a weekly increase of 1.19% [3] - GAC Group (601238.SH) closed at 7.55 CNY, up by 0.4% [3] - BYD (002594.SZ) saw a decline of 2.14%, closing at 323.91 CNY [3] - The worst performer was Zhenghai Magnetic Materials (300224.SZ), which dropped by 14.13% to 15.43 CNY [4] Battery and Component Prices - As of July 11, the average price of battery-grade lithium hydroxide was 62,600 CNY/ton, down by 200 CNY/ton from July 4 [12] - Battery-grade cobalt sulfate averaged 51,000 CNY/ton, up by 250 CNY/ton [14] - Battery-grade nickel sulfate was priced at 27,900 CNY/ton, down by 600 CNY/ton [16] - The price of lithium iron phosphate remained stable at 30,450 CNY/ton [18] Industry Data - In June, NEV production reached 1,268,000 units, a year-on-year increase of 26.4% [30] - NEV sales for June were 1,329,000 units, up 26.7% year-on-year [30] - The penetration rate for wholesale NEV sales was 49.8% in June [30] - BYD's NEV sales were 382,585 units in June, reflecting a 0.03% increase month-on-month and an 11.98% increase year-on-year [31]