数据显示，截至2025年9月30日，中证新能源汽车产业指数(930997)前十大权重股分别为宁德时代 (300750)、汇川技术(300124)、比亚迪(002594)、亿纬锂能（维权）(300014)、三花智控(002050)、华友 钴业(603799)、赣锋锂业(002460)、先导智能(300450)、长安汽车(000625)、天赐材料(002709)，前十大 权重股合计占比54.61%。 宁德时代发布公告，于2025年第三季度，实现营收约1041.86亿元，同比增长12.9%；归属于上市公司股 东的净利润约185.49亿元，同比增长41.21%；基本每股收益4.10元。锂电行业高景气延续。 新能车ETF紧密跟踪中证新能源汽车产业指数，权重占比（电池52.6%、能源金属13.3%、整车9.2%、 自动化设备8.3%），锂电含量高，受益锂电景气上行，涨超1.2%。 中证新能源汽车产业指数选取50只业务涉及新能源整车、电机电控、锂电设备、电芯电池、电池材料等 新能源汽车产业的上市公司证券作为指数样本，反映新能源汽车产业龙头上市公司证券的整体表现。 新能车ETF(515700)，场外联接(平安中证新能源汽车E ...

Group 1 - The domestic and international energy storage market is showing positive signals, with a significant project initiated by Zhongxiang Capital in Gansu, involving a total investment of approximately 400 million yuan for a 100MW/400MWh energy storage project [1] - By the first half of 2025, new energy storage installations in China are expected to reach 21.9GW/55.2GWh, representing year-on-year increases of 69.4% and 76.6% respectively, with a total forecast of over 43GW/110GWh for the entire year [1] - The energy storage industry is experiencing rapid growth driven by renewable energy consumption and policy support, with current valuations at historical lows, presenting investment opportunities in the large-scale storage industry chain and companies benefiting from overseas industrial storage demand [1] Group 2 - The CSI New Energy Vehicle Industry Index includes 50 listed companies involved in various sectors of the new energy vehicle industry, reflecting the overall performance of leading companies in this sector [2] - As of August 29, 2025, the top ten weighted stocks in the CSI New Energy Vehicle Industry Index account for 54.55% of the index, with major companies including CATL, BYD, and others [2] - The New Energy Vehicle ETF closely tracks the CSI New Energy Vehicle Industry Index, with lithium battery stocks comprising 62% of its weight, indicating strong market interest [2]