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新能源车ETF(159806)涨超1.1%,新技术与政策驱动行业前景向好
Mei Ri Jing Ji Xin Wen· 2025-07-17 06:22
Group 1 - The core viewpoint is that the domestic electric vehicle (EV) production and sales are at a high level, showing rapid year-on-year growth and stable month-on-month trends [1] - The main driver of sales growth is the performance upgrade of end models brought by new technology evolution, with a positive outlook on solid-state batteries, high-voltage cathode materials, silicon-carbon anodes, and high-performance conductive agents [1] - The industry is in a rapid growth phase, with the introduction of quality new models, performance improvements, and cost reductions, while new technologies like fast charging and (semi) solid-state batteries are expected to inject new vitality into development [1] Group 2 - The overseas electrification growth potential, large-scale energy storage installations, and recovery in consumer electronics will support the expansion of lithium battery demand, with prices and profitability expected to stabilize and rebound after the industry crosses a turning point [1] - The New Energy Vehicle ETF closely tracks the CS New Energy Vehicle Index, which systematically covers the entire EV industry chain, from upstream key material supply to midstream core component production and downstream vehicle manufacturing and supporting services [1] - The CS New Energy Vehicle Index, as a benchmark for the A-share market's EV industry, reflects the overall market performance of EV industry chain companies, having risen by 1.06% today [1]