智通财经网·2025-07-22 12:58Group 1 - The overall holding ratio of the electric new energy sector has decreased quarter-on-quarter, with a decline in the holding ratios of sub-sectors as well [1][2] - As of Q2 2025, the fund holding ratio for the power equipment and new energy sector is 10.43%, down by 1.44 percentage points quarter-on-quarter and 0.96 percentage points year-on-year [1] - The new energy vehicle sector's fund holding ratio is 7.50%, down by 1.14 percentage points quarter-on-quarter but up by 0.27 percentage points year-on-year, with CATL and BYD being the top holdings [1][2] Group 2 - The fund holding ratio for 304 selected stocks in the electric new energy sector is 11.87%, down by 0.56 percentage points quarter-on-quarter and 0.18 percentage points year-on-year [2] - The new energy generation sector accounts for 1.74% of total fund holdings, down by 0.09 percentage points quarter-on-quarter and 1.32 percentage points year-on-year, with major holdings in Sungrow Power [2] - The power equipment and industrial control sector represents 1.23% of total fund holdings, down by 0.27 percentage points quarter-on-quarter and 0.59 percentage points year-on-year, with key holdings in Huichuan Technology [2] Group 3 - Investment recommendations highlight that the electric new energy sector's various sub-segments are influenced by policy, technology, and demand, leading to differing development stages and performance expectations [3]