7月电池销量同比增长47.8%,新能车ETF(515700)降幅收窄蓄势
Xin Lang Cai Jing·2025-08-12 02:30

Core Insights - The production of power and other batteries in China reached 133.8 GWh in July, marking a month-on-month increase of 3.6% and a year-on-year increase of 44.3% [1] - Battery sales in July totaled 127.2 GWh, showing a month-on-month decline of 3.2% but a year-on-year growth of 47.8%, indicating sustained high growth in year-on-year sales [1] - The New Energy Vehicle (NEV) ETF closely tracks the CSI New Energy Vehicle Industry Index, which includes 50 listed companies involved in various sectors of the NEV industry [1] Industry Performance - As of July 31, 2025, the top ten weighted stocks in the CSI New Energy Vehicle Industry Index accounted for 55.33% of the index, with major companies including CATL, BYD, and Ganfeng Lithium [1]