Core Viewpoint - The A-share market showed weak performance, while the battery sector demonstrated strong growth, particularly in solid-state batteries, sodium-ion batteries, and lithium mining, with significant gains in related ETFs [1] Group 1: Market Performance - The three major A-share indices performed poorly, but the battery sector saw a counter-trend rise [1] - Lithium battery ETF (561160) and Sci-Tech Innovation Board New Energy ETF (588960) surged, with intraday increases of 3.99% and 3.29% respectively [1] Group 2: Stock Performance - Key stocks in the sector included Enjie Co., Ltd. and Shanta Technology, which hit the 10% daily limit, while Xingyuan Material rose over 13% [1] Group 3: Industry Data - The new energy vehicle market continued to thrive, with September sales reaching 1.604 million units, a year-on-year increase of 24.6%, and market penetration rising to 49.8%, up 4 percentage points from the same period last year [1] - Strong terminal demand continues to support upstream lithium battery demand, with China's power battery installed capacity reaching 299.6 GWh in the first half of 2025, a year-on-year growth of 47.3% [1] Group 4: Investment Opportunities - The lithium battery ETF (561160) closely tracks the CSI Battery Theme Index (931719), selecting 50 constituent stocks from the Shanghai and Shenzhen markets, covering power batteries, energy storage batteries, consumer electronics batteries, and related upstream and downstream companies [1] - Investors can explore opportunities through the lithium battery ETF linked funds (Class A 017222/Class C 017223) [1]
电池板块延续强势表现,锂电池ETF(561160)、科创板新能源ETF(588960)盘中涨超3%
Mei Ri Jing Ji Xin Wen·2025-10-31 06:07