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碳酸锂期货价格大幅上涨,建信国证新能源车电池ETF(159775)跟踪指数涨超2%,权重股赣锋锂业涨停
Xin Lang Cai Jing· 2025-08-11 08:49
中银证券指出,碳酸锂价格近期上涨明显,有望带动电池和正极材料环节盈利修复,建议重点关注相关 环节的投资机会。同时,宁德时代2025年上半年动力电池与储能电池出货量超270GWh,同比增长近 32%,产能利用率高达90%。随着终端需求持续向好,公司加速产能扩张节奏,截至2025年H1末,公司 产能690GWh,在建产能235GWh,总规划产能达925GWh。头部电池企业产能扩张与锂价上涨共振,有 望推动新能源车电池板块估值修复。 建信国证新能源车电池ETF(159775)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。 截至2025年8月11日收盘,国证新能源车电池指数(980032)上涨2.81%,成分股新宙邦(300037)上涨 11.38%,湖南裕能(301358)上涨10.89%,赣锋锂业(002460)上涨9.99%,亿纬锂能(300014),天赐材料 (002709)等个股跟涨。 华源证券指出,宁德时代旗下枧下窝矿区采矿许可证于8月9日到期并正式停产,供给端矿端扰动催化下 碳酸锂期货主力合约大幅上涨11.15%至7.7万元/吨。当前碳酸锂库存 ...
“反内卷”行情再度活跃,新能源车电池ETF(159775)跟踪指数强势收涨近3%,成分股华友钴业领涨
Xin Lang Cai Jing· 2025-07-24 09:37
Group 1 - The National Index for New Energy Vehicle Batteries (980032) saw a strong increase of 2.65% as of July 24, 2025, with component stocks such as Huayou Cobalt (603799) rising by 9.44%, Ganfeng Lithium (002460) by 8.00%, and Tianhua New Energy (300390) by 7.09% [1] - The price of battery-grade lithium carbonate decreased by 500 yuan, averaging 70,150 yuan per ton, which is beneficial for the downstream of the new energy vehicle industry chain, alleviating cost pressures for vehicle manufacturers and enhancing market competitiveness [1] - CITIC Futures noted that lithium carbonate market sentiment is volatile, with prices experiencing a pullback after a surge, and while supply disruptions persist, the recovery in demand remains to be observed [1] Group 2 - Dongfang Securities highlighted that semi/solid-state batteries, which significantly reduce electrolyte usage, are an effective technical solution for enhancing energy density and safety performance before the large-scale application of all-solid-state batteries [2] - The recent recall of power banks has raised public awareness regarding battery safety, leading to stricter national standards for power batteries, which now mandate "non-flammability and non-explosiveness," thereby significantly lowering the tolerance for battery safety risks [2] - Semi-solid-state batteries are expanding their commercial application scenarios and have achieved breakthroughs in orders, particularly in niche markets, due to their compatibility with the increasing demands for lightweight design and high energy density in applications such as 3C devices, drones, and robots [2]
固态电池2025年有望陆续完成中试,全市场最大电池ETF(159755)盘中涨近1%,近5日“吸金”4亿元
Xin Lang Cai Jing· 2025-07-08 03:14
Group 1 - The core viewpoint of the articles highlights the positive performance of the battery ETF and the underlying index, driven by the growth in the new energy vehicle battery industry [1][2][3] - As of July 7, 2025, the battery ETF has seen a net value increase of 34.13% over the past year, with significant monthly returns and a record high of 52.10 billion shares [1] - The top ten weighted stocks in the National Index for New Energy Vehicle Batteries account for 65.51% of the index, indicating a concentrated investment in leading companies like CATL and BYD [2] Group 2 - The battery ETF has experienced a notable inflow of funds, with a total of 4.00 billion yuan over the last five trading days, reflecting strong investor interest [1] - The trend of "anti-involution" is identified as a key driver for market growth, leading to improved economic supply-demand relationships and enhanced corporate profitability [2] - The solid-state battery technology is expected to see significant advancements, with mass production anticipated by 2028-2029, indicating a potential shift in the battery technology landscape [3]
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]
平安证券晨会纪要-20250606
Ping An Securities· 2025-06-06 01:11
Core Insights - The bond custody scale maintained rapid growth in April 2025, with a year-on-year growth rate of 15.5%, an increase of 0.6 percentage points from March. The newly added custody scale was 1.7 trillion yuan, showing a marginal decline month-on-month but remaining at a historically high level [2][5]. Group 1: Bond Market Overview - Government bonds and interbank certificates of deposit saw a seasonal increase, while treasury bonds experienced a seasonal decrease. The total supply of government bonds (including treasury and local government bonds) approached 1 trillion yuan in April, which is consistent with seasonal patterns, and remains higher than the same period last year [5]. - Major institutional investors included banks and asset management accounts. Commercial banks increased their holdings by 797.5 billion yuan, while insurance companies added 167.3 billion yuan, primarily increasing local government bonds. Asset management accounts increased by 1.1 trillion yuan, mainly in interbank certificates of deposit [5][6]. Group 2: Future Outlook - It is expected that bond supply in May will increase compared to April. The ability of banks to absorb this supply will depend on the liquidity provided by the central bank. Insurance companies are anticipated to adjust their bond allocation rhythm in line with local government bond supply [6]. - Asset management accounts are expected to see a recovery in funding increments, with a potential for continued stable growth in wealth management scale if liquidity remains loose [6]. Group 3: New Stock Issuance - Upcoming new stock issuances include companies like Xin Heng Hui and Hua Zhi Jie, with issuance dates in June 2025. The issuance prices range from 0.80 yuan to 11.50 yuan, with various underwriting firms involved [7]. Group 4: Industry News - In April 2025, the import value of automotive parts reached 1.7 billion USD, reflecting a month-on-month increase of 10% but a year-on-year decrease of 28.1% [11]. - According to Counterpoint, the global new energy vehicle battery installation volume is expected to grow by 22% year-on-year in 2024, with Chinese manufacturers capturing over 70% of the market share [12]. Group 5: Company Announcements - Jiuan Medical plans to register and issue medium-term notes and short-term financing bonds, with a total registration amount not exceeding 3.5 billion yuan [13]. - Zhongke Electric intends to invest up to 8 billion yuan in an integrated lithium-ion battery anode material project in Oman, with a planned annual production capacity of 200,000 tons [15]. - Aeston is planning to issue H-shares and list on the Hong Kong Stock Exchange [16]. - Li New Energy is set to invest approximately 1.25 billion yuan in three independent energy storage projects [18].
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 ...
时代联合签约海外客户,开拓新能源车电池市场
起点锂电· 2025-01-21 09:25
近日,湖南时代联合新能源有限公司(以下简称"时代联合")与海外客户正式签订了战略合 作协议,并在新能源电池市场取得了显著的发货业绩。此次合作不仅标志着双方在新能源领 域的深度合作全面开启,也展现了时代联合在国际市场上的强劲竞争力。 自协议签署以来,时代联合已向海外客户发出了多批新能源电池产品及电池模组。这些产品主 要用于动力新能源车电池的装配和替换,显著提升了车辆的续航能力和动力性能。随着城市化 进程的加速,市场对高性能动力电池的需求愈发旺盛。时代联合的产品凭借其卓越的性能和可 靠的安全性,精准满足了这一市场需求。 此外,时代联合的产品凭借其高性能和安全性,已获得当地市场的高度认可,并成功登上,海 外客户当地的新闻报纸与电视台。这不仅提升了时代联合在海外的品牌知名度,也为双方未来 的合作奠定了坚实基础。 根据协议内容,时代联合将为海外客户提供高性能的新能源电池产品及电池模组,专门用于当 地动力新能源车市场。 近年来,新能源车行业发展迅速,当地政府通过税收减免和购车补贴等政策大力推动新能源车 辆的普及。此次合作将结合时代联合在电池技术方面的优势与海外客户在当地的市场资源,共 同开拓动力新能源车市场。 圆柱电池巡 ...