平安中证汽车零部件主题交易型开放式指 数证券投资基金 基金管理人：平安基金管理有限公司 基金托管人：中国工商银行股份有限公司 送出日期：2025 年 08 月 30 日 平安中证汽车零部件主题 ETF2025 年中期报告 基金管理人的董事会、董事保证本报告所载资料不存在虚假记载、误导性陈述或重大遗漏， 并对其内容的真实性、准确性和完整性承担个别及连带的法律责任。本中期报告已经三分之二以 上独立董事签字同意，并由董事长签发。 基金托管人中国工商银行股份有限公司根据本基金合同规定，于 2025 年 08 月 29 日复核了本 报告中的财务指标、净值表现、利润分配情况、财务会计报告、投资组合报告等内容，保证复核 内容不存在虚假记载、误导性陈述或者重大遗漏。 基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资产，但不保证基金一定盈利。 基金的过往业绩并不代表其未来表现。投资有风险，投资者在作出投资决策前应仔细阅读本 基金的招募说明书及其更新。 本报告中财务资料未经审计。 本报告除特别注明外，金额单位均为人民币元。 本报告期自 2025 年 01 月 01 日起至 06 月 30 日止。 第 2 页 共 48 页 ...

Group 1 - In July, the automotive production and sales reached 2.591 million and 2.593 million units respectively, with month-on-month declines of 7.3% and 10.7%, but year-on-year increases of 13.3% and 14.7% [1] - From January to July, automotive production and sales totaled 18.235 million and 18.269 million units, reflecting year-on-year growth of 12.7% and 12%, with production and sales growth rates expanding by 0.2 and 0.6 percentage points compared to the first half of the year [1] - The automotive market in July showed a performance that was not typical of a seasonal downturn [1] Group 2 - Desay SV Automotive reported a 45.8% year-on-year increase in net profit for the first half of the year, leading to significant stock price appreciation [1] - As of August 12, 2025, the CSI Automotive Parts Theme Index (931230) rose by 0.20%, with notable increases in component stocks such as Desay SV (up 8.22%) and Aerospace Science and Technology (up 4.34%) [1] - The CSI Automotive Parts Theme Index includes 100 listed companies involved in automotive systems, interiors, electronics, and tires, with the top ten weighted stocks accounting for 40.36% of the index [2]

Group 1 - The China Securities Automotive Parts Theme Index (931230) increased by 0.64% as of July 16, 2025, with notable gains from companies such as Ding Tong Technology (688668) up 9.27% and Zhejiang Rongtai (603119) up 6.00% [1] - The Automotive Parts ETF (159306) rose by 0.72%, marking its fourth consecutive increase, with the latest price at 1.13 yuan [1] - Over the past week, the Automotive Parts ETF has accumulated a rise of 1.27%, ranking in the top 25% among comparable funds [1] Group 2 - As of June 30, 2025, the top ten weighted stocks in the China Securities Automotive Parts Theme Index accounted for 41.05% of the index, including companies like Huichuan Technology (300124) and Fuyao Glass (600660) [2] - The Automotive Parts ETF has several off-market connections, including Ping An China Securities Automotive Parts Theme ETF Connect A (022731) and C (022732) [2]