Xin Lang Cai Jing·2025-08-05 02:03Group 1 - The battery ETF (159755) has seen significant buying activity, with a net subscription of 109 million units on August 4, 2025, bringing its total scale to 4.017 billion yuan, making it the largest in its category [1] - The latest fund inflow for the battery ETF is 78.1263 million yuan, with a total of 198 million yuan net inflow over the past five trading days [1] - The trading volume for the battery ETF reached 149 million yuan on August 4, 2025, with a turnover rate of 3.79% [1] Group 2 - The battery ETF has achieved a 39.97% increase in net value over the past year, with a maximum single-month return of 30.63% since its inception [2] - The valuation of the index tracked by the battery ETF is at a historical low, with a price-to-book ratio (PB) of 3.2, significantly lower than 81.19% of the time over the past five years [2] - The top ten weighted stocks in the index account for 65.36% of the total, including major companies like CATL (300750) and BYD (002594) [2] Group 3 - The Chinese new energy vehicle market continues to show strong growth, with BYD selling 344,300 units in July, maintaining its leading position [3] - The overall sales of new energy vehicles in China are expected to grow, with commercial vehicle electrification penetration rates increasing rapidly [3] - The supply side of the battery and materials sector is experiencing a slowdown in new capacity release, which is expected to improve profitability across the lithium battery industry chain [3]