Group 1 - The retail sales of narrow passenger vehicles in July are expected to reach approximately 1.85 million units, with a year-on-year growth of 7.6% and a month-on-month decline of 11.2% [1] - The retail sales of new energy vehicles are projected to be around 1.01 million units, with a penetration rate expected to rise to 54.6% [1] - The lithium carbonate futures prices continue to rise, indicating ongoing high attention on the "anti-involution" trend [1] Group 2 - The CSI New Energy Vehicle Industry Index consists of 50 listed companies involved in various aspects of the new energy vehicle industry, reflecting the overall performance of leading companies in this sector [2] - As of June 30, 2025, the top ten weighted stocks in the CSI New Energy Vehicle Industry Index account for 55.74% of the index, including companies like CATL, BYD, and Tianqi Lithium [2] - The New Energy Vehicle ETF closely tracks the CSI New Energy Vehicle Industry Index and includes various connection funds [2]
车市7月淡季不淡，锂价继续上涨，新能车ETF(515700)盘中蓄势
Xin Lang Cai Jing·2025-07-25 01:57