新能源汽车指数上涨2.62%，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 2.62% from July 14 to July 18, outperforming the CSI 300 index by 1.53% [1] - The best-performing sector within the automotive industry was the automotive parts index, which increased by 3.15% [1] - Among battery-related sectors, the lithium battery index showed the strongest performance with a rise of 2.94% [1] Company Performance New Energy Vehicle Manufacturers - Jianghuai Automobile (600418.SH) closed at 45.75 CNY, with a weekly increase of 17.4% [3] - BAIC Blue Valley (600733.SH) closed at 8.00 CNY, up by 9.44% [3] - Haima Automobile (000572.SZ) closed at 4.76 CNY, with a weekly increase of 6.97% [3] - BYD (002594.SZ) closed at 329.11 CNY, up by 1.61% [3] - GAC Group (601238.SH) closed at 7.65 CNY, with a 1.32% increase [3] - Great Wall Motors (601633.SH) closed at 21.93 CNY, up by 1.2% [3] - Changan Automobile (000625.SZ) closed at 12.85 CNY, with a slight increase of 0.55% [3] - Seres (601127.SH) closed at 130.20 CNY, down by 1.36% [3] Automotive Parts - Zhongjie Precision (301072.SZ) closed at 24.90 CNY, with a significant drop of 14.33% [5] - Top Group (601689.SH) closed at 48.95 CNY, down by 10.85% [5] - Zhaomin Technology (301000.SZ) closed at 46.65 CNY, with a decrease of 6.0% [5] - Junsheng Tunzi (600699.SH) closed at 17.78 CNY, down by 3.37% [5] - Other notable declines include Huafeng Co. (300124.SZ) down by 1.86% and Weichai Power (000338.SZ) down by 1.83% [5] Lithium Battery Sector - Hunan Technology (688567.SH) closed at 14.85 CNY, with a weekly increase of 7.3% [7] - Guoxuan High-Tech (002074.SZ) closed at 31.22 CNY, up by 3.14% [7] - EVE Energy (300014.SZ) closed at 45.60 CNY, with a slight increase of 1.24% [7] - CATL (300750.SZ) closed at 271.20 CNY, down by 0.11% [7] Industry Data - In June, the production of new energy vehicles reached 1,268,000 units, a year-on-year increase of 26.4% [30] - Cumulative production for the year reached 6,968,000 units, up 41.4% year-on-year [30] - Sales in June were 1,329,000 units, reflecting a year-on-year increase of 26.7% [30] - Cumulative sales for the year reached 6,937,000 units, up 40.3% year-on-year [30] - Exports in June totaled 200,000 units, a significant year-on-year increase of 140% [30] - Cumulative exports for the year reached 1,060,000 units, up 75.2% year-on-year [30] Battery Data - In June, the installed capacity of power batteries was 58,200 MWh, a year-on-year increase of 36% [30] - Cumulative installed capacity for the year reached 299,600 MWh, up 47.4% year-on-year [30] - The installed capacity of ternary material batteries was 10,700 MWh, down by 3.6% year-on-year [30] - The installed capacity of lithium iron phosphate batteries was 47,400 MWh, up by 49.5% year-on-year [30]