截至2025年12月26日 09:46，中证新能源汽车产业指数(930997)强势上涨1.50%，成分股天华新能(300390)上涨7.58%，德方纳米(300769)上涨7.40%，比亚迪 (002594)上涨5.32%，容百科技(688005)，中矿资源(002738)等个股跟涨。新能车ETF(515700)上涨1.59%， 冲击6连涨。最新价报2.5元。 消息面上，行业机构Infolink Consulting日前发布的统计数据显示，碳酸锂价格延续高位并再度上行。截至12月22日，锂辉石精矿（SC6）CIF报价每公吨 1250~1330美元，均价每公吨 1290美元，较两周前再度上涨近两成（上涨17.3%）。电池级碳酸锂现货价为每公吨9.5万~10.2万元，均价约每公吨9.8万元， 环比两周前上涨8%。 进入12月，国内多家头部磷酸铁锂厂商掀起提价潮，自2026年1月起上调产品加工费。比如湖南裕能（301358.SZ）明确全系列磷酸铁锂产品加工费在现有基 础上上调3000元/吨（未税），龙蟠科技（603906.SH；02465.HK）、万润新能（688275.SH）等企业也纷纷跟进涨价。 中信证券分析， ...

作为电解液核心原料，六氟磷酸锂涨价节奏持续超市场预期。12月22日长江有色金属网数据显示，其均价已达 17.725 万元 / 吨，较11月初涨幅超200%。 数据显示，截至2025年11月28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)、三花智控 (002050)、华友钴业(603799)、亿纬锂能(300014)、赣锋锂业(002460)、长安汽车(000625)、天齐锂业(002466)、天赐材料(002709)，前十大权重股合计占比 51.96%。（以上所列股票仅为指数成份股，无特定推荐之意） | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 300750 | 宁德时代 | -1.09% | 10.10% | | 300124 | 汇川技术 | -0.55% | 8.28% | | 002594 | 比亚迪 | -0.73% | 5.91% | | 300014 | 亿纬锂能 | -0.31% | 5.88% | | 002050 | 三花智控 | 0.8 ...

受益于储能等对锂电池需求的拉动，12月份以来，锂电产业链景气度持续攀升，多环节呈现涨价态势。 电解液被视作"锂电池的血液"，直接决定着电池的能量密度、充放电效率和安全性。在这一环节，继六 氟磷酸锂后，VC添加剂（碳酸亚乙烯酯）和FEC（氟代碳酸乙烯酯）因供需缺口持续扩大，价格呈现 上涨趋势。除电解液环节外，锂电产业链上的正极材料、隔膜、负极材料等环节原材料均出现价格拉升 的情况。12月份以来，多家磷酸铁锂企业计划涨价。上游锂电材料的涨价已传导至产业链下游。12月9 日，苏州德加能源科技有限公司表示，自12月16日起对旗下电池系列产品售价上调15%。另有头部锂电 池企业亦表示："当前部分原材料价格有所上涨，叠加市场需求持续扩大，锂电池价格上涨是行业趋 势。目前公司正在和客户积极沟通涨价事宜，部分产品已经实现涨价。" 截至2025年12月23日 10:59，中证新能源汽车产业指数(930997)强势上涨1.86%，成分股多氟多(002407) 上涨9.31%，天华新能(300390)上涨8.07%，天赐材料(002709)上涨7.62%，德福科技(301511)，厦钨新能 (688778)等个股跟涨。新能车ETF ...

12月20日，国内首块L3级自动驾驶专用正式号牌"渝AD0001Z"在重庆诞生，由重庆市公安局交通管理 总队正式授予长安汽车，标志着长安汽车在国内率先开启L3级自动驾驶时代。L3级自动驾驶又称有条 件的自动驾驶，系统可在限定条件下执行动态驾驶任务，但需驾驶人作为接管后援。当前，长安L3级 自动驾驶系统已在重庆真实道路测试累计超过500万公里。 国海证券判断，L3正式准入节点有望在2026年后到来，当前智能驾驶域控制器、车规级芯片等核心部 件将持续受益于产业技术迭代。L3级自动驾驶的商业化落地，对新能源汽车产业链形成全链条赋能。 截至2025年12月22日 13:35，中证新能源汽车产业指数(930997)强势上涨1.93%，成分股恩捷股份 (002812)上涨10.00%，尚太科技(001301)上涨5.86%，星源材质(300568)上涨5.05%，雅化集团(002497)， 中矿资源(002738)等个股跟涨。新能车ETF(515700)上涨1.87%，最新价报2.39元。 流动性方面，新能车ETF盘中换手1.83%，成交3822.31万元。 规模方面，新能车ETF近1周规模增长6193.45万元，实现显 ...

数据显示，截至2025年11月28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)、三花智控 (002050)、华友钴业(603799)、亿纬锂能(300014)、赣锋锂业(002460)、长安汽车(000625)、天齐锂业(002466)、天赐材料(002709)，前十大权重股合计占比 51.96%。（以上所列股票仅为指数成份股，无特定推荐之意） | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 300750 | 宁德时代 | -0.03% | 10.10% | | 300124 | 汇川技术 | -0.45% | 8.28% | | 002594 | 比亚迪 | -0.41% | 5.91% | | 300014 | 亿纬锂能 | 2.13% | 5.88% | | 002050 | 三花智控 | 1.49% | 5.77% | | 603799 | 华友钻业 | 2.51% | 4.74% | | 002460 | 赣锋锂业 | 4.92% | 3.67% | ...

截至2025年12月1日 09:54，中证新能源汽车产业指数(930997)强势上涨1.47%，成分股天华新能(300390) 上涨10.90%，德福科技(301511)上涨5.75%，星源材质(300568)上涨5.61%，多氟多(002407)，中矿资源 (002738)等个股跟涨。新能车ETF(515700)上涨1.50%，最新价报2.44元。（二级市场涨幅，不代表基金 实际收益。） 消息面上，零跑汽车称，11月，零跑全系交付再创新高达70327台，同比增长超75%，持续刷新月销纪 录，连续九个月保持增长态势。此外，2025年11月，小米汽车交付量持续超过4万台。数据来源于小米 汽车数据中心，统计时间为2025年11月1日0点至11月30日24点，以全系整车实际交付为口径。 新能车ETF(515700)，场外联接(平安中证新能源汽车ETF发起联接A：012698；平安中证新能源汽车 ETF发起联接C：012699；平安中证新能源汽车ETF发起联接E：024504)。 数据来源：wind 风险提示：基金有风险，投资需谨慎。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，但不保证本基金一定盈利 ...

Group 1 - The price of lithium iron phosphate (LFP) has rebounded, increasing by approximately 10% since October, driven by strong demand from automakers and battery manufacturers, as well as a surge in global energy storage needs [1] - Major companies have their LFP orders booked until the first half of next year, with production lines operating at full capacity [1] - The rapid development of new technologies, such as high-voltage LFP, is prompting midstream material companies to upgrade their technologies and adjust their production capacity structures [1] Group 2 - As of October 31, 2025, the CSI New Energy Vehicle Industry Index (930997) 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] - The top ten weighted stocks in the index account for 53.56% of the total index, with companies like CATL, BYD, and Ganfeng Lithium among the leaders [2][4] Group 3 - The CSI New Energy Vehicle Industry Index has shown a strong performance, with a 1.23% increase, and individual stocks like Rongbai Technology and Tianhua New Energy seeing significant gains of 20% and 13.13% respectively [1][2] - The New Energy Vehicle ETF (515700) has also benefited from the recovery in lithium battery market sentiment, rising by 1.05% [1]

Group 1 - The China Securities New Energy Vehicle Industry Index (930997) has surged by 5.96% as of November 13, 2025, with significant gains in constituent stocks such as Xinzhou Bang (300037) up 17.19%, Wukuang New Energy (688779) up 16.90%, and Tianhua New Energy (300390) up 12.50% [1] - The New Energy Vehicle ETF (515700) increased by 5.89%, reaching a latest price of 2.61 yuan, benefiting from the recovery in lithium battery demand and advancements in solid-state batteries [1] - The New Energy Vehicle ETF closely tracks the China Securities New Energy Vehicle Industry Index, reflecting the overall performance of leading listed companies in the new energy vehicle sector [1] Group 2 - As of October 31, 2025, the top ten weighted stocks in the China Securities New Energy Vehicle Industry Index include CATL (300750), Huichuan Technology (300124), and BYD (002594), collectively accounting for 53.56% of the index [2] - The weightings of the top stocks are as follows: CATL at 10.10% with a rise of 7.72%, Huichuan Technology at 8.28% with a rise of 0.90%, and BYD at 5.91% with a rise of 2.26% [4] - Other notable stocks include EVE Energy (300014) at 5.88% with a rise of 9.59%, and Ganfeng Lithium (002460) at 3.67% with a rise of 6.59% [4]

Group 1 - The core viewpoint is that leading battery companies are benefiting from the dual drivers of power and energy storage, resulting in a supply-demand imbalance in the market [1] - In the first nine months of the year, China's new energy vehicle sales reached 11.196 million units, a year-on-year increase of 34.55%, which has driven rapid growth in power battery installations [1] - Power battery installations exceeded 500 GWh in the first nine months, reflecting a year-on-year growth of 43.5%, with the fourth quarter expected to maintain this growth trend due to seasonal demand [1] Group 2 - The global energy storage market is experiencing explosive growth, becoming a core engine for lithium battery demand, with Chinese companies expected to ship 252 GWh of energy storage batteries in the first half of 2025, a year-on-year increase of 109% [1] - The lithium battery industry is currently facing reduced inventory pressure, leading to a supply-demand situation, particularly in the energy storage sector, where a "chip shortage" persists [2] - By 2026, the demand growth for battery cells is expected to outpace the supply growth of battery materials, indicating potential shortages that could lead to a redistribution of value within the lithium battery supply chain [2] Group 3 - As of October 31, 2025, the top ten weighted stocks in the China Securities New Energy Vehicle Industry Index accounted for 53.56% of the index, with major companies including CATL, BYD, and Ganfeng Lithium [3] - The New Energy Vehicle ETF closely tracks the China Securities New Energy Vehicle Industry Index, which includes 50 listed companies involved in various aspects of the new energy vehicle industry [2][3]

Group 1 - The Ministry of Industry and Information Technology emphasizes the implementation of "Artificial Intelligence + Manufacturing" to accelerate the innovation of smart products and equipment [1] - The development of intelligent connected new energy vehicles is expected to drive the transition from electrification to intelligence as a new growth momentum in the new energy vehicle industry chain [1] - The New Energy Vehicle ETF closely tracks the CSI New Energy Vehicle Industry Index, with a high lithium battery content, and the weight distribution of component stocks is 51.4% for batteries, 14.4% for energy metals, 8.8% for complete vehicles, and 7.6% for automation equipment [1] Group 2 - As of October 31, 2025, the top ten weighted stocks in the CSI New Energy Vehicle Industry Index account for 53.56% of the index, including companies like CATL, BYD, and Ganfeng Lithium [2] - The New Energy Vehicle ETF has several off-market connections, including Ping An CSI New Energy Vehicle ETF Initiated Connection A, C, and E [2]