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科创新能源ETF(588830)冲击4连阳,5月新能源车促销力度增加,有望带动销量上行
Xin Lang Cai Jing· 2025-06-09 05:39
Group 1 - The core viewpoint of the news highlights the positive momentum in the new energy sector, particularly driven by advancements in solid-state battery technology and increased promotional efforts for new energy vehicles [1][2]. - The Shanghai Stock Exchange Sci-Tech Innovation Board New Energy Index (000692) saw significant gains, with stocks like Xinyu Ren (688573) up 15.43% and Liyuanheng (688499) up 10.71%, indicating strong market interest [1]. - The promotion intensity for new energy vehicles reached 11% in May 2025, a 1.6 percentage point increase from the previous month, reflecting a recovery in the market and reduced pressure from price wars [1]. Group 2 - Haitong International Securities anticipates that the automotive market will continue to experience "increased revenue without increased profit" in the second half of the year, with stricter regulations limiting mid-tier companies' ability to compete on price [2]. - The top ten weighted stocks in the Sci-Tech Innovation Board New Energy Index account for 51.28% of the index, with companies like JinkoSolar (688223) and Trina Solar (688599) leading the list [2].