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新能源车销量暴增拉动电池行情,电池ETF(159755)午后涨超2%,最新规模创近3月新高同类居首!
Xin Lang Cai Jing· 2025-07-03 07:04
Group 1 - The National Index for New Energy Vehicle Batteries (980032) has seen a strong increase of 2.02%, with key stocks such as CATL (300750) rising by 4.79% and Keda Li (002850) by 4.47% [1] - The Battery ETF (159755) has recorded a trading volume turnover of 4.27% and a transaction value of 146 million yuan, ranking first among comparable funds [1] - The latest scale of the Battery ETF has reached 3.389 billion yuan, marking a three-month high and also ranking first among comparable funds [1] Group 2 - The top ten weighted stocks in the National Index for New Energy Vehicle Batteries account for 65.51% of the index, with major companies including CATL (300750) and BYD (002594) [2] - In the first half of 2025, six major car manufacturers reported a total sales volume of 8.7929 million units, with wholesale sales of new energy passenger vehicles reaching 6.47 million units, a year-on-year increase of 38% [2] Group 3 - Solid-state batteries are recognized for their high energy density and safety, with applications expected to expand in various fields, including automotive and robotics [3] - The Battery ETF closely tracks the National Index for New Energy Vehicle Batteries, reflecting the market performance of listed companies in the new energy vehicle battery industry [3]
固态电池领域技术成果集中显现,电池ETF(159755)年内至今反弹超18%,近1年日均成交同类第一!
Xin Lang Cai Jing· 2025-05-21 06:11
电池ETF(159755):紧密跟踪国证新能源车电池指数,国证新能源车电池指数反映沪深北交易所中新能 源车电池产业上市公司的市场表现。场外联接(A:013179;C:013180)。 政策面上,此前工信部发布《2025年汽车标准化工作要点》,在前瞻布局前沿领域标准研究中提到,推 动制定及发布车用人工智能、固态电池、电动汽车换电等标准子体系,加快全固态电池、动力电池在役 检测、动力电池标识标签等标准研制。 消息面上,国轩高科已推出G垣准固态电池,并在eVTOL、新能源汽车及人形机器人等领域取得实质性 进展。目前该电池已完成多家客户测试并实现样车超1万公里运行,产能达12 GWh。 招商证券最新研报观点认为,随着2025年中国工业机器人产量同比大幅增长,以及智能终端、智能制造 装备等新一代技术的发展,固态电池的市场需求显著提升,为其技术研发和产业化提供了广阔空间。 截至2025年5月21日 13:12,国证新能源车电池指数(980032)强势上涨2.55%,成分股国轩高科 (002074)10cm涨停,宁德时代(300750)上涨5.87%,当升科技(300073)上涨5.72%,贝特瑞(835185),先 导智 ...
国轩高科2025年一季报简析:营收净利润同比双双增长,短期债务压力上升
Zheng Quan Zhi Xing· 2025-04-25 22:50
据证券之星公开数据整理,近期国轩高科(002074)发布2025年一季报。截至本报告期末,公司营业总收 入90.55亿元,同比上升20.61%,归母净利润1.01亿元,同比上升45.55%。按单季度数据看,第一季度 营业总收入90.55亿元,同比上升20.61%,第一季度归母净利润1.01亿元,同比上升45.55%。本报告期 国轩高科短期债务压力上升,流动比率达0.9。 本次财报公布的各项数据指标表现尚佳。其中,毛利率18.28%,同比增10.55%,净利率1.13%,同比增 133.85%,销售费用、管理费用、财务费用总计8.78亿元,三费占营收比9.7%,同比增17.74%,每股净 资产14.37元,同比增4.69%,每股经营性现金流0.07元,同比增75.01%,每股收益0.06元,同比增50.0% | 项目 | 2024年一季报 | 2025年一季报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 75.08亿 | 90.55 Z | 20.61% | | 归母净利润(元) | 6913.8万 | 1.01亿 | 45.55% | | 扣非净利润(元) ...