Group 1 - In July 2025, the sales of new energy vehicles (NEVs) in nine European countries reached 217,000 units, a year-on-year increase of 41.6%, with a penetration rate of 27.5%, up by 7.4 percentage points [1] - Battery Electric Vehicle (BEV) sales were 134,000 units, a year-on-year increase of 34.6%, while Plug-in Hybrid Electric Vehicle (PHEV) sales were 84,000 units, a year-on-year increase of 54.7% [1] - The European Parliament voted to amend carbon emission assessment targets, delaying the tightening of targets originally planned for 2025, but the overall trend remains unchanged [1] Group 2 - The China Securities New Energy Vehicle Industry Index includes 50 listed companies involved in various aspects of the NEV industry, reflecting the overall performance of leading companies in the sector [1] - The top ten weighted stocks in the index as of July 31, 2025, include CATL, Huichuan Technology, BYD, Changan Automobile, Huayou Cobalt, Sanhua Intelligent Control, Yiwei Lithium Energy, Ganfeng Lithium, Tianqi Lithium, and Gree Environmental, collectively accounting for 55.33% of the index [2] - The New Energy Vehicle ETF closely tracks the China Securities New Energy Vehicle Industry Index and is expected to benefit from the ongoing expansion of the industry chain [1][2]
7月欧洲9国新能源车增速再创年内新高,新能车ETF(515700)受益出海趋势,开盘上涨近1.0%