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国内动力电池需求有望持续提升,电池ETF嘉实(562880)“吸金”不止,近9天获得连续资金净流入超8亿元
Sou Hu Cai Jing· 2025-10-15 03:43
截至10月14日,电池ETF嘉实近6月净值上涨70.54%,指数股票型基金排名51/3739,居于前1.36%。从收益能力看,截至2025年10月14日,电池ETF嘉实自成 立以来,最高单月回报为39.76%,最长连涨月数为5个月,最长连涨涨幅为88.15%,上涨月份平均收益率为9.57%。 截至2025年10月15日 11:09,中证电池主题指数下跌0.01%。成分股方面涨跌互现,阿特斯领涨4.65%,银轮股份上涨3.11%,阳光电源上涨2.50%;锦浪科技 领跌,珠海冠宇、天赐材料跟跌。电池ETF嘉实(562880)下修调整。 流动性方面,电池ETF嘉实盘中换手1.61%,成交3110.67万元。规模方面,电池ETF嘉实最新规模达19.33亿元,创成立以来新高。份额方面,电池ETF嘉实 最新份额达24.69亿份,创成立以来新高。 从资金净流入方面来看,电池ETF嘉实近9天获得连续资金净流入,最高单日获得2.81亿元净流入,合计"吸金"8.25亿元。 没有股票账户的场外投资者还可以通过电池ETF嘉实联接基金(016567)一键布局电池产业链投资机会。 以上内容与数据,与有连云立场无关,不构成投资建议。据此操 ...
近5日累计“吸金”1.76亿元,电池ETF嘉实(562880)规模、份额均创成立以来新高!
Xin Lang Cai Jing· 2025-09-16 02:39
Group 1 - The battery ETF, 嘉实, has seen a turnover of 3.08% with a transaction volume of 37.53 million yuan, and an average daily transaction of 141 million yuan over the past week as of September 15 [2] - The latest scale of the battery ETF, 嘉实, reached 1.216 billion yuan, marking a new high since its establishment, with a total of 1.599 billion shares, also a record high [2] - The net inflow of funds into the battery ETF, 嘉实, was 30.22 million yuan, with a total of 176 million yuan net inflow over the last five trading days [2] - The net value of the battery ETF, 嘉实, has increased by 89.58% over the past year, with the highest monthly return since inception being 31.11% and an average monthly return of 8.13% [2] Group 2 - Solid-state batteries can achieve an energy density of 500 Wh/kg, significantly enhancing range and addressing safety issues associated with traditional lithium batteries [2] - Major domestic manufacturers, including BYD and CATL, have announced mass production timelines, indicating a shift from technology validation to large-scale application [2] - According to GGII and the China Business Industry Research Institute, the shipment volume of solid-state batteries in China is expected to reach an inflection point by 2027, with a compound annual growth rate of 44% from 2024 to 2028 [2] Group 3 - CITIC Securities is optimistic about the allocation value of core battery assets in China, anticipating that battery prices will stabilize in Q2 2025 due to improved supply and demand [3] - The performance of the battery sector is expected to exceed expectations, driven by the electrification of commercial vehicles, AI data centers, and overseas markets [3] - The top ten weighted stocks in the China Battery Theme Index account for 53.03%, with significant players including 阳光电源, 宁德时代, and 三花智控 [3][5] Group 4 - Investors without stock accounts can access battery industry investment opportunities through the battery ETF 嘉实 linked fund (016567) [6]