Xin Lang Cai Jing·2025-08-14 01:27Core Viewpoint - The initiative released by the China Chemical and Physical Power Industry Association aims to promote healthy development in the energy storage industry through various measures, including cost price behavior norms, product and service fulfillment, technological innovation, and green development [1] Group 1: Industry Development - The initiative is supported by major companies such as BYD, EVE Energy, Huawei Digital Energy, and others, indicating a collective effort to enhance industry standards and practices [1] - Guosen Securities highlights that the anti-involution policy is expected to improve profitability opportunities for energy storage companies, as the industry faces increasing competition and pressure on profits [1] Group 2: Market Dynamics - The acceleration of industry expansion and the push for price corrections are likely to lead to a market consolidation, benefiting leading companies with cost and technological advantages [1] - The New Energy Vehicle ETF closely tracks the CSI New Energy Vehicle Industry Index, which includes 50 listed companies involved in various aspects of the new energy vehicle sector, with battery-related companies holding nearly half of the index weight [1][2] Group 3: Key Stocks - As of July 31, 2025, the top ten weighted stocks in the CSI New Energy Vehicle Industry Index include CATL, Huichuan Technology, BYD, and others, collectively accounting for 55.33% of the index [2]