新能源汽车指数上涨4.7%，磷酸铁锂平均报价持平丨行业周报
2 1 Shi Ji Jing Ji Bao Dao·2025-10-28 02:13

Market Overview - The new energy vehicle (NEV) index rose by 4.7% from October 20 to October 24, outperforming the CSI 300 index by 1.46% [1] - The best-performing sector within the automotive industry was the electric motor index, which increased by 5.81% [1] - The lithium battery index, representing the battery-related sector, saw a rise of 7.22% [1] Company Performance New Energy Vehicles - Jianghuai Automobile (600418.SH) closed at 50.27 CNY, with a weekly increase of 4.08% [3] - BAIC Blue Valley (600733.SH) closed at 7.95 CNY, up by 3.92% [3] - BYD (002594.SZ) experienced a decline of 0.64%, closing at 103.76 CNY [3] - Haima Automobile (000572.SZ) saw a significant drop of 16.98%, closing at 5.67 CNY [3] Electric Motors and Controls - Ocean Motor (002249.SZ) faced a substantial decline of 29.09%, closing at 13.09 CNY [5] - Huafeng Co. (002806.SZ) decreased by 10.0%, closing at 12.76 CNY [5] Automotive Parts - Zhongjie Precision (301072.SZ) dropped by 11.22%, closing at 25.78 CNY [6] - Junsheng Electronics (600699.SH) fell by 9.86%, closing at 32.08 CNY [6] Lithium Batteries - Penghui Energy (300438.SZ) surged by 14.19%, closing at 38.39 CNY [8] - Contemporary Amperex Technology (300750.SZ) increased by 7.71%, closing at 385.77 CNY [8] Fuel Cells - Xiongtao Co. (002733.SZ) rose by 15.58%, closing at 22.41 CNY [9] - Yihua Tong (688339.SH) increased by 6.95%, closing at 28.76 CNY [9] Industry Data - In September, NEV production reached 1,617,000 units, a year-on-year increase of 23.7% [31] - Cumulative NEV production for the year reached 11,243,000 units, up 35.2% year-on-year [31] - NEV wholesale sales in September were 1,500,000 units, a year-on-year increase of 22.3% [31] - The penetration rate for wholesale sales was 53.5% [31] - The total installed capacity of power batteries in September was 76,000 MWh, up 39.4% year-on-year [31] Price Trends - As of October 24, the average price of battery-grade lithium hydroxide was 79,700 CNY/ton, unchanged from October 17 [13] - The average price of battery-grade cobalt sulfate rose to 89,250 CNY/ton, an increase of 2,750 CNY/ton [15] - The average price of battery-grade nickel sulfate was 28,800 CNY/ton, up by 50 CNY/ton [17] - The price of lithium iron phosphate remained stable at 33,400 CNY/ton [19] - The price of ternary precursor 811 increased to 113,000 CNY/ton, up by 5,500 CNY/ton [20]