Group 1 - The retail sales of new energy passenger vehicles reached 1.111 million units in June 2025, representing a year-on-year growth of 29.7% and a month-on-month increase of 8.2% [1] - Cumulative retail sales from January to June 2025 amounted to 5.468 million units, showing a year-on-year increase of 33.3% [1] - Exports of new energy passenger vehicles in June reached 198,000 units, a significant year-on-year surge of 116.6%, accounting for 41.1% of total passenger vehicle exports, marking a 17.6 percentage point increase from the same period last year [1] Group 2 - As of June 30, 2025, the proportion of new energy vehicles in the total vehicle ownership in China reached 10.27% [1] - The National Development and Reform Commission highlighted the integration of artificial intelligence into daily life, with smart devices like smartphones, smart homes, and smart cars gaining popularity among consumers [1] - By the end of 2024, the total number of charging infrastructure units in China is expected to reach 12.818 million, effectively supporting the large-scale adoption of new energy vehicles [1] Group 3 - The top ten holdings of the fund "Qingguo Xuyuan Three-Year Holding Period Mixed A" are highly concentrated in the high-end manufacturing industry chain and Hong Kong technology sectors [2] - As of July 15, the fund achieved a return of 21.42% over the past year [2] - The fund's top ten stocks include leading companies in the power battery sector such as CATL and Keda Li, as well as major internet companies like Tencent and Meituan in the Hong Kong market [2] Group 4 - The Chinese new energy vehicle supply chain continues to grow rapidly, with low-end capacity being rapidly eliminated after two years of price declines, leading to marginal improvements in the industry [2] - It is recommended to focus on battery and structural component sectors that benefit from low upstream raw material prices and stable profitability [2] - The demand for electric vehicles in Europe remains strong, with June sales in eight countries reaching 207,000 units, reflecting a year-on-year growth of 19% [2]