锂电池概念强势拉升，锂电池ETF（561160）盘中涨幅达3.53%！

Core Viewpoint - The battery-related sector is experiencing significant activity, with notable increases in lithium battery ETFs and key stocks, driven by strong sales in the electric vehicle market and supportive government policies [1] Group 1: Market Performance - As of the report, the lithium battery ETF (561160) has risen by 3.53%, while the new energy ETF on the Sci-Tech Innovation Board (588960) has increased by 3.01% [1] - Key stocks within the lithium battery ETF, such as Keda and Zhuhai Guanyu, have seen gains exceeding 7%, with Keda reaching the daily limit [1] Group 2: Industry Growth - In July 2025, China's electric vehicle market achieved impressive sales of 1.262 million units, marking a year-on-year growth of 27.35%, with monthly sales accounting for 48.67% of the total [1] - The expiration of the U.S. electric vehicle tax credit on September 30 is expected to influence market dynamics, while China's National Development and Reform Commission plans to introduce a new foreign investment catalog, potentially attracting more foreign capital to the new energy industry [1] Group 3: Industry Initiatives - On August 13, the China Chemical and Physical Power Industry Association released a draft proposal aimed at maintaining fair competition and promoting healthy development in the energy storage sector, with participation from 149 companies, including industry leaders like BYD and EVE Energy [1] - Analysts believe the high participation rate in the initiative could lead to improved profitability across the industry chain, coinciding with a steady increase in domestic energy storage market demand [1] Group 4: ETF Composition - The lithium battery ETF (561160) closely tracks the CSI Battery Theme Index (931719), which selects 50 constituent stocks from the Shanghai and Shenzhen markets, covering sectors such as power batteries, energy storage batteries, consumer electronics batteries, and related upstream and downstream companies [1]