固态电池表现强势，成都车展将拉开大幕，新能车ETF(515700)涨超1%冲击年内高点

Group 1 - The 2025 Chengdu Auto Show is set to expand its exhibition area to 220,000 square meters, attracting nearly 120 automotive brands and showcasing over 1,600 vehicles, with domestic brands being a major highlight [1] - In July, domestic brand retail sales reached 1.21 million units, a year-on-year increase of 14%, while the market share for domestic brands rose to 65.9%, up 4 percentage points from the previous year [1] - The retail sales of mainstream joint venture brands in July were 450,000 units, showing a year-on-year growth of 1%, while luxury car sales dropped by 20% year-on-year [1] Group 2 - 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 [2] - 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 companies like CATL and BYD among the leaders [2] - The New Energy Vehicle ETF closely tracks the CSI New Energy Vehicle Industry Index, with battery-related stocks making up nearly half of its components [2]