广东、安徽两大“汽车强省”定调反内卷，新能车ETF(515700)开盘走高冲击5连涨

Group 1 - Guangdong and Anhui provinces are taking measures to enhance product quality management, fulfill payment commitments, optimize supplier payment processes, resist "internet water armies," and strengthen industry self-discipline to further regulate the competition order in the new energy vehicle industry [1] - Guangdong's relevant departments are guiding major automakers like GAC Group, BYD, and Xpeng Motors to commit to a supplier payment period not exceeding 60 days, promoting win-win cooperation between automakers and upstream suppliers [1] - Anhui's authorities are actively guiding automakers to implement meeting resolutions, strengthen product quality management, fulfill payment commitments, deepen technological innovation, break through key core technologies, enhance product quality, and boost industry competitiveness for sustainable development [1] Group 2 - As of June 30, 2025, the top ten weighted stocks in the CSI New Energy Vehicle Industry Index include CATL, Inovance Technology, BYD, Changan Automobile, Sanhua Intelligent Controls, EVE Energy, Huayou Cobalt, Ganfeng Lithium, Guoxuan High-Tech, and Tianqi Lithium, collectively accounting for 55.74% of the index [2] - The New Energy Vehicle ETF closely tracks the CSI New Energy Vehicle Industry Index, which selects 50 listed companies involved in new energy vehicles, electric motors, lithium battery equipment, battery cells, and battery materials as sample securities [2]