电池ETF嘉实联接基金

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固态相关新产品有望陆续发布,电池ETF嘉实(562880)规模创成立以来新高!
Xin Lang Cai Jing· 2025-09-26 02:57
截至2025年9月26日 10:19,中证电池主题指数下跌0.06%。成分股方面涨跌互现,鹏辉能源领涨7.39%,赢合科技(维权)上涨5.13%,湖南裕能上涨 5.03%;厦钨新能领跌,科华数据、杭可科技跟跌。电池ETF嘉实(562880)下修调整。拉长时间看,截至2025年9月25日,电池ETF嘉实近1周累计上涨 5.70%。 流动性方面,电池ETF嘉实盘中换手2.96%,成交3796.49万元。拉长时间看,截至9月25日,电池ETF嘉实近1月日均成交9352.85万元。 规模方面,电池ETF嘉实最新规模达12.69亿元,创成立以来新高。资金流入方面,电池ETF嘉实最新资金净流入1375.31万元。拉长时间看,近19个交易日 内有12日资金净流入,合计"吸金"6.60亿元。 截至9月25日,电池ETF嘉实近1年净值上涨99.90%,指数股票型基金排名417/3031,居于前13.76%。从收益能力看,截至2025年9月25日,电池ETF嘉实自成 立以来,最高单月回报为31.11%,最长连涨月数为4个月,最长连涨涨幅为34.63%,上涨月份平均收益率为8.13%。 消息面上,Wood Mackenzie乐观预 ...
全球动力电池市场保持高增,电池ETF嘉实(562880)近17日累计“吸金”6.37亿元
Xin Lang Cai Jing· 2025-09-24 03:12
Group 1 - The battery ETF managed by Jiashi has a trading turnover of 2.36% and a transaction volume of 28.1 million yuan, with an average daily transaction volume of 91.4 million yuan over the past month as of September 23 [2] - The latest scale of the Jiashi battery ETF reached 1.189 billion yuan, with a net inflow of funds totaling 637 million yuan over 10 out of the last 17 trading days [2] - The Jiashi battery ETF has seen a net value increase of 100.81% over the past year, ranking 463 out of 3021 index equity funds, placing it in the top 15.33% [2] Group 2 - The global power battery market continues to show high growth, with a loading volume of 590.7 GWh from January to July 2025, representing a year-on-year increase of 35.3%, with Chinese companies holding a market share of 68.8% [2] - The top ten weighted stocks in the China Securities Battery Theme Index include Yangguang Power, Ningde Times, and others, accounting for a total of 53.03% of the index [3] Group 3 - Solid-state batteries are expected to become the ultimate technology route for power batteries, with sulfide all-solid-state batteries being the most focused route domestically and internationally [3] - Domestic policies are strongly supporting the development of solid-state batteries, with leading companies in batteries and new energy vehicles making comprehensive layouts [3] Group 4 - The top ten stocks by weight in the battery sector show varying performance, with Yangguang Power increasing by 4.61% and Ningde Times decreasing by 0.57% [5] - Investors without stock accounts can access battery industry investment opportunities through the Jiashi Battery ETF linked fund (016567) [5]
固态电池产业链技术持续突破,电池ETF嘉实(562880)盘中涨超2%,特锐德涨近14%领涨成分股
Sou Hu Cai Jing· 2025-09-23 02:58
Group 1 - The liquidity of the battery ETF managed by Jiashi has a turnover rate of 4.03% with a transaction volume of 49.47 million yuan, and the average daily transaction volume over the past month is 91.82 million yuan [3] - The latest scale of the battery ETF managed by Jiashi has reached 1.18 billion yuan, with a total inflow of 112 million yuan over the last 10 trading days [3] - As of September 22, 2025, the net value of the battery ETF managed by Jiashi has increased by 94.99% over the past year, ranking 543 out of 3021 in the index stock fund category, placing it in the top 17.97% [3] Group 2 - Dongwu Securities indicates that the demand for energy storage batteries continues to exceed expectations, with profitability showing improvement elasticity [4] - The global demand for energy storage batteries is revised upward by 25% to 500-550 GWh for 2025, representing a year-on-year increase of 60%, with a forecasted growth of over 35% for 2026 [4] - The top ten weighted stocks in the China Securities Battery Theme Index include companies such as Sunshine Power, CATL, and EVE Energy, accounting for a total of 53.03% of the index [4]
电池ETF嘉实(562880)近10日累计“吸金”2.97亿元,机构:固态电池有望在eVTOL领域率先实现规模化量产
Xin Lang Cai Jing· 2025-09-22 05:29
Group 1: Battery ETF Performance - The Battery ETF managed by Jiashi has a turnover rate of 2.19% with a transaction volume of 25.96 million yuan, and the average daily transaction volume over the past week is 104 million yuan as of September 19 [3] - The latest scale of the Battery ETF is 1.185 billion yuan, with a net inflow of 4.67 million yuan recently, totaling 297 million yuan in net inflows over the past 10 trading days [3] - The net value of the Battery ETF has increased by 91.61% over the past year, ranking 562 out of 3020 index equity funds, placing it in the top 18.61% [3] Group 2: Market Outlook and Growth - It is projected that China's new energy vehicle sales will exceed 16 million units by 2025, with global power battery installations continuing to grow significantly [3] - The energy storage market is expected to see a 130% year-on-year growth in new storage installation capacity, reaching 78.5 GW in 2024 [3] - China's battery industry has established a complete ecosystem, with over 70% of global shipments of key materials such as cathodes, anodes, electrolytes, and separators [3] Group 3: Solid-State Battery Development - CICC believes that solid-state batteries are likely to achieve large-scale production first in the eVTOL and consumer electronics sectors, leading to cost reductions before gradually moving into the power sector [4] - By 2030, global solid-state battery shipments are expected to reach 808 GWh, with all-solid-state batteries anticipated to achieve technical stabilization and small-scale production by 2027 [4] - The projected demand for solid-state batteries by 2030 is expected to exceed 150 GWh, with specific demands of 93 GWh for power, 40 GWh for eVTOL, and 23 GWh for consumer electronics [4] Group 4: Top Weight Stocks in Battery Index - The top ten weighted stocks in the China Battery Theme Index include companies such as Sungrow Power, CATL, and EVE Energy, collectively accounting for 53.03% of the index [4] - The performance of these stocks varies, with notable changes in their respective weightings and price movements [6] Group 5: Investment Opportunities - Investors without stock accounts can access the battery industry investment opportunities through the Battery ETF Jiashi Connect Fund (016567) [7]
近5日累计“吸金”1.76亿元,电池ETF嘉实(562880)规模、份额均创成立以来新高!
Xin Lang Cai Jing· 2025-09-16 02:39
Group 1 - The battery ETF, 嘉实, has seen a turnover of 3.08% with a transaction volume of 37.53 million yuan, and an average daily transaction of 141 million yuan over the past week as of September 15 [2] - The latest scale of the battery ETF, 嘉实, reached 1.216 billion yuan, marking a new high since its establishment, with a total of 1.599 billion shares, also a record high [2] - The net inflow of funds into the battery ETF, 嘉实, was 30.22 million yuan, with a total of 176 million yuan net inflow over the last five trading days [2] - The net value of the battery ETF, 嘉实, has increased by 89.58% over the past year, with the highest monthly return since inception being 31.11% and an average monthly return of 8.13% [2] Group 2 - Solid-state batteries can achieve an energy density of 500 Wh/kg, significantly enhancing range and addressing safety issues associated with traditional lithium batteries [2] - Major domestic manufacturers, including BYD and CATL, have announced mass production timelines, indicating a shift from technology validation to large-scale application [2] - According to GGII and the China Business Industry Research Institute, the shipment volume of solid-state batteries in China is expected to reach an inflection point by 2027, with a compound annual growth rate of 44% from 2024 to 2028 [2] Group 3 - CITIC Securities is optimistic about the allocation value of core battery assets in China, anticipating that battery prices will stabilize in Q2 2025 due to improved supply and demand [3] - The performance of the battery sector is expected to exceed expectations, driven by the electrification of commercial vehicles, AI data centers, and overseas markets [3] - The top ten weighted stocks in the China Battery Theme Index account for 53.03%, with significant players including 阳光电源, 宁德时代, and 三花智控 [3][5] Group 4 - Investors without stock accounts can access battery industry investment opportunities through the battery ETF 嘉实 linked fund (016567) [6]
电池ETF嘉实(562880)盘中涨超6%,居全市场ETF第一!
Sou Hu Cai Jing· 2025-09-05 02:18
| 涨幅 | 成交额 | 连涨数 | | --- | --- | --- | | 超6.0% | 超3000万 | 3连涨 | | 连续净流入 | 近5天 浄流入 | 规模 | | 连续7天 | 2.57亿 | 创近1年 新高 | | 份额 | 近6个月超越基准 年化收益 | 近2月 跟踪精度 | | 创近1年 | 1.79% | 可比基金 | | 新高 | | 第 术因上市右次三 | 截至2025年9月5日 09:55,中证电池主题指数强势上涨6.09%,成分股先导智能上涨17.24%,杭可科技上涨13.73%,厦钨新能上涨11.80%,阳光电源、锦浪 科技等个股跟涨。电池ETF嘉实(562880)上涨6.07%, 冲击3连涨,涨幅居全市场ETF第一。拉长时间看,截至2025年9月4日,电池ETF嘉实近1周累计上涨 9.11%。 流动性方面,电池ETF嘉实盘中换手5.98%,成交3973.73万元。拉长时间看,截至9月4日,电池ETF嘉实近1周日均成交6207.90万元。 规模方面,电池ETF嘉实最新规模达6.28亿元,创近1年新高。份额方面,电池ETF嘉实最新份额达9.55亿份,创近1年新高。从资金净流入 ...
固态电池商业化进程加快,电池ETF嘉实(562880)盘中上涨3.65%,杭可科技涨超13%领涨成分股
Sou Hu Cai Jing· 2025-09-04 02:23
Group 1 - The core viewpoint of the news highlights a strong performance in the battery sector, with the China Securities Battery Theme Index rising by 3.63% and key stocks like Hangke Technology and Zhongwei Shares showing significant gains [1][4] - The battery ETF, Jia Shi, has seen a notable increase of 10.61% over the past week, with a current scale reaching 528 million yuan, marking a one-year high [1][4] - The ETF has experienced continuous net inflows over the past six days, totaling 169 million yuan, with the highest single-day inflow reaching 83.27 million yuan [4] Group 2 - The solid-state battery industry is accelerating its commercialization process, with expectations that global shipments will reach 808 GWh by 2030 due to advancements in materials and processes [4][5] - The eVTOL and consumer electronics sectors are anticipated to lead the way in large-scale production of solid-state batteries, which will subsequently lower costs in the power sector [5] - The top ten weighted stocks in the China Securities Battery Theme Index account for 53.03% of the index, with significant players including Yangguang Electric and Ningde Times [5][7]
固态电池行业产业化进程加快,电池ETF嘉实(562880)红盘调整,璞泰来领涨成分股
Sou Hu Cai Jing· 2025-08-28 05:45
Core Viewpoint - The battery industry is experiencing positive developments, with the solid-state battery technology advancing and a consensus on price discipline emerging among certain segments, which is expected to improve the competitive landscape [3]. Group 1: Market Performance - As of August 28, 2025, the China Securities Battery Theme Index rose by 0.23%, with notable increases in component stocks such as Putailai (6.19%), Goodwe (4.29%), Keda (3.65%), and Sungrow (3.35%) [1]. - The Battery ETF by Harvest (562880) showed a trading turnover of 5.18% and a transaction volume of 17.0666 million yuan, with an average daily transaction of 13.8565 million yuan over the past week [3]. Group 2: Industry Developments - The solid-state battery industrialization process is accelerating, with multiple companies initiating pilot production lines and planning to achieve mass production by 2026 [3]. - Since 2025, breakthroughs in solid-state battery technology have been reported, with several automakers planning to adopt all-solid-state batteries around 2027, indicating a faster industrialization process [3]. Group 3: Key Stocks and Weightings - As of July 31, 2025, the top ten weighted stocks in the China Securities Battery Theme Index accounted for 51.66% of the index, including Sungrow, CATL, and Sanhua Intelligent Controls [3]. - The performance of key stocks includes Sungrow (3.35% increase, 10.28% weight), CATL (-0.97%, 9.64%), and Sanhua Intelligent Controls (1.54%, 6.31%) [5].
7月新能源汽车市场成绩亮眼,电池ETF嘉实(562880)盘中上涨3.47%,成分股科士达10cm涨停
Xin Lang Cai Jing· 2025-08-15 05:57
Core Insights - The battery theme index in China has seen a strong increase of 3.41%, with key stocks such as Keda (科士达) hitting the daily limit up, and other companies like Yalong (阳光电源) and Silver Wheel (银轮股份) also experiencing significant gains [1] - The battery ETF managed by Harvest (嘉实) has shown a 37.75% increase in net value over the past year, with a maximum monthly return of 31.11% since its inception [2] - The solid-state battery sector is gaining attention due to its high energy density and safety, with the industry entering a critical phase of industrialization supported by policy, technological advancements, and growing demand [2] Market Performance - As of August 15, 2025, the battery ETF has a turnover rate of 3.16% and a transaction volume of 9.8276 million yuan [2] - The top ten weighted stocks in the battery theme index account for 51.66% of the index, with Yalong (阳光电源) and CATL (宁德时代) being the top two [3][5] Stock Performance - Key stock performances include: - Yalong (阳光电源) up by 6.88% with a weight of 10.28% - CATL (宁德时代) up by 0.55% with a weight of 9.64% - Sanhua Intelligent Control (三花智控) up by 4.53% with a weight of 6.31% [5] Investment Opportunities - Investors without stock accounts can access the battery industry investment opportunities through the battery ETF Harvest linked fund [7]
全固态锂电池迎来重大突破,电池ETF嘉实(562880)盘中上涨1.70%
Xin Lang Cai Jing· 2025-08-11 03:55
Group 1 - The battery ETF managed by Jiashi has seen a turnover rate of 2.03% with a transaction volume of 6.2696 million yuan as of August 8 [3] - Over the past week, the average daily transaction volume for the battery ETF was 10.0503 million yuan, with a share increase of 4.5 million [3] - The net value of the battery ETF has increased by 29.29% over the past year, with the highest monthly return since inception reaching 31.11% [3] Group 2 - The collaboration between China National Nuclear Corporation and Tsinghua University aims to address key defects in traditional single-layer cathodes of all-solid-state lithium batteries using neutron depth profiling technology [3] - According to招商证券, the industrialization of all-solid-state batteries is accelerating, with mass production expected around 2030 [3] - The sulfide electrolyte route is becoming mainstream, with ionic conductivity nearing that of liquid lithium batteries, and vehicle manufacturers are expected to begin implementation in 2026 [3] Group 3 - As of July 31, 2025, the top ten weighted stocks in the China Battery Theme Index include 阳光电源, 宁德时代, and 三花智控, collectively accounting for 51.66% of the index [4] - The individual weightings of the top stocks are 阳光电源 at 10.28%, 宁德时代 at 9.64%, and 亿纬锂能 at 6.02% [6] - Investors without stock accounts can access battery industry investment opportunities through the Jiashi Battery ETF linked fund (016567) [6]