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电池产业链反内卷新动作,新能车ETF(515700)开盘上涨
Xin Lang Cai Jing·2025-08-13 01:51

Group 1 - The core viewpoint of the news is that key players in the dry-process lithium battery separator industry have reached multiple agreements to combat "involution" competition and promote healthy industry development [1] - A closed-door meeting was held in Shenzhen, attended by representatives from eight major companies, including Xingyuan Material, ZTE New Materials, and others, to discuss production, sales, and future investment plans for 2024 and the first half of 2025 [1] - The eight companies reached several important agreements: price self-discipline, scientific capacity release, suspension of capacity expansion, strengthening industry chain cooperation, and encouraging social supervision [1] Group 2 - The New Energy Vehicle ETF opened higher following the news, which closely tracks the CSI New Energy Vehicle Industry Index [1] - The CSI New Energy Vehicle Industry Index includes 50 listed companies involved in various sectors of the new energy vehicle industry, reflecting the overall performance of leading companies in this sector [1] - As of July 31, 2025, the top ten weighted stocks in the CSI New Energy Vehicle Industry Index account for 55.33% of the index, including companies like CATL, BYD, and others [2]