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]

Core Viewpoint - The commencement of CATL's battery and energy storage project in Indonesia marks a significant collaboration with Huaxia Happiness, aimed at promoting economic development and green transformation in the region while expanding China's new energy vehicle industry globally [1][2]. Group 1: Project Overview - The project is located in Karawang County, West Java, Indonesia, and is positioned as a comprehensive service platform for Chinese enterprises venturing into Southeast Asia [1]. - Karawang is strategically situated along the Jakarta-Bandung economic corridor, making it a hub for the automotive industry in Indonesia, attracting multiple Chinese new energy vehicle brands [1][2]. Group 2: Infrastructure and Services - Huaxia Happiness has developed the Karawang Industrial City with essential infrastructure, including a high-standard utility network, water supply capacity of 40,000 tons, sewage treatment facilities, stable power supply of 500MW, and a data center-level fiber optic network [2]. - The park offers a "nanny-style" service team that assists companies in efficiently obtaining various permits, with project initiation taking as little as 8 weeks [2]. Group 3: Economic Impact - The project is expected to accelerate regional economic development, industrial upgrading, and green transformation, contributing to local tax revenue and employment [5]. - The Karawang Industrial City aims to establish itself as the "New Energy Vehicle Center" in Indonesia, moving beyond a mere manufacturing base [3]. Group 4: Future Developments - Huaxia Happiness plans to continue enhancing the industrial ecosystem and service capabilities at Karawang and other industrial cities, supporting the development of more Chinese quality industries and leading enterprises abroad [5].