Workflow
电池ETF基金(562880)
icon
Search documents
2025-2026年或为固态电池战略配置窗口期,借道电池ETF基金(562880)一键布局电池产业链投资机会
Xin Lang Cai Jing· 2025-05-26 03:48
Group 1 - The China Securities Battery Theme Index decreased by 0.60% as of May 26, 2025, with mixed performance among constituent stocks, where Nanjing Grid Energy led with a 2.06% increase, while CATL experienced the largest decline [1] - The Battery ETF fund (562880) saw a trading volume of 1.2769 million yuan during the session, with an average daily trading volume of 8.2128 million yuan over the past year [3] - The Battery ETF fund's scale increased by 19.5902 million yuan in the past six months, ranking it among the top two in terms of new scale among comparable funds [3] Group 2 - The latest net asset value (NAV) of the Battery ETF fund is at a historical low, with a price-to-book (PB) ratio of 2.94, which is lower than 80.21% of the time over the past five years, indicating significant valuation attractiveness [3] - The China Automotive Engineering Society has released a group standard for "All-Solid-State Battery Determination Methods," clarifying the definition of all-solid-state batteries and addressing previous ambiguities in the industry [3] - Solid-state batteries are recognized as a promising next-generation battery technology, with the entire industry chain showing interest, although the maturity of manufacturing equipment remains a key challenge for industrialization [3] Group 3 - As of April 30, 2025, the top ten weighted stocks in the China Securities Battery Theme Index accounted for 49.74% of the index, with CATL, Sungrow Power, and others leading the list [4] - Investors without stock accounts can access battery industry investment opportunities through the Battery ETF linked fund (016567) [4]
机构预测2030年固态电池渗透率将达到10%,电池ETF基金(562880)近2周新增规模居可比基金首位
Xin Lang Cai Jing· 2025-05-23 06:08
Group 1 - The China Battery Theme Index rose by 0.17% as of May 23, 2025, with notable increases in stocks such as Sanhua Intelligent Control (up 4.03%) and Pylon Technologies (up 2.29%) [1] - The Battery ETF fund experienced a turnover of 1.45% during the trading session, with a transaction volume of 4.8123 million yuan, and an average daily transaction volume of 8.2653 million yuan over the past year [3] - The Battery ETF fund saw a significant growth of 6.1106 million yuan in scale over the past two weeks, ranking first among comparable funds, with an increase of 3 million shares [3] Group 2 - According to the "2025 Solid-State Battery High-Quality Development Blue Book," global solid-state battery shipments are expected to reach 614.1 GWh by 2030, with a market size of 17.2 billion yuan [3] - In the new energy vehicle sector, the penetration rate of solid-state batteries is projected to reach 10% by 2030 [3] - The top ten weighted stocks in the China Battery Theme Index account for 49.74% of the index, with leading companies including CATL and Sungrow Power [4]
4月我国动力和其他电池合计出口同比增长64.2%,电池ETF基金(562880)规模、份额均创近1月新高!
Sou Hu Cai Jing· 2025-05-13 03:37
Group 1 - The battery ETF fund recorded a trading volume of 3.18 million yuan, with an average daily trading volume of 8.45 million yuan over the past year [3] - The latest scale of the battery ETF fund reached 345 million yuan, marking a one-month high, with the latest share count at 688 million, also a one-month high [3] - The fund experienced a net inflow of 8.24 million yuan recently, accumulating a total of 17.06 million yuan over the past 18 trading days [3] Group 2 - The valuation of the index tracked by the battery ETF fund is at a historical low, with a price-to-book ratio (PB) of 3.08, which is lower than 80.9% of the time over the past five years, indicating strong valuation attractiveness [3] - In April, China's total exports of power and other batteries reached 22.3 GWh, a month-on-month decrease of 2.9% but a year-on-year increase of 64.2%, accounting for 18.9% of the monthly sales [3] - From January to April, cumulative exports of power and other batteries reached 83.9 GWh, with a year-on-year growth of 83.2%, representing 20.8% of the cumulative sales in the first four months [3] Group 3 - Institutions suggest that considering industry policies, raw material price trends, sector performance, current market valuation levels, and future growth expectations, short-term attention to investment opportunities in the sector is advisable [4] - The domestic and international development prospects of the new energy vehicle industry are confirmed, making the sector worthy of close attention, with expectations of performance and trends diverging among individual stocks [4] - Investors without stock accounts can access battery industry investment opportunities through the battery ETF linked fund (016567) [4]
电池ETF基金(562880)盘中上涨2.48%,近半年新增规模居可比基金第一!
Sou Hu Cai Jing· 2025-05-12 03:40
Group 1 - The battery ETF fund recorded a trading volume of 2.18 million yuan during the day, with an average daily trading volume of 8.43 million yuan over the past year [3] - The fund's scale increased by 10.34 million yuan in the past six months, indicating significant growth [3] - The fund's share increased by 19.5 million units in the past month, ranking first among comparable funds [3] - The index tracked by the fund, the CSI Battery Theme Index, is currently at a historical low valuation with a price-to-book ratio (PB) of 2.97, which is lower than 83.97% of the time over the past five years, highlighting its attractive valuation [3] Group 2 - According to Industrial Securities, 2025 is expected to be a critical turning point for the industrialization of solid-state batteries, with companies across the supply chain accelerating the construction of production lines in preparation for mass production of solid-state battery vehicles [4] - The industrialization of solid-state batteries is anticipated to accelerate in the next 2-3 years, with a focus on sulfide electrolytes as the main electrolyte, paired with high-nickel ternary cathodes and silicon-carbon anodes [4] - Investors without stock accounts can access battery industry investment opportunities through the battery ETF linked fund (016567) [4]
宁德时代一季报出炉!电池ETF基金(562880)冲击5连涨,近4天获得连续资金净流入
Xin Lang Cai Jing· 2025-04-15 03:23
Group 1 - The battery ETF fund has seen a turnover of 0.41% during trading, with a transaction volume of 1.233 million yuan [2] - The fund's scale has increased by 39.2937 million yuan over the past six months, indicating significant growth [2] - The fund's shares have grown by 22.5 million shares in the past week, reflecting substantial growth [2] Group 2 - The battery ETF fund has experienced continuous net inflows over the past four days, with a maximum single-day net inflow of 3.4227 million yuan, totaling 10.1719 million yuan [2] - The index tracked by the fund, the CSI Battery Theme Index, is currently valued at a historical low with a latest price-to-book ratio (PB) of 2.77, which is below 86.4% of the time over the past three years, highlighting attractive valuation [2] Group 3 - Contemporary Amperex Technology Co., Ltd. (CATL) reported a first-quarter revenue of 84.705 billion yuan, a year-on-year increase of 6.18%, and a net profit attributable to shareholders of 13.963 billion yuan, up 32.85% year-on-year [2] - Dongguan Securities anticipates that the overall demand for lithium batteries will maintain rapid growth, with stable production schedules for lithium battery companies in April [2] - The industry supply-demand relationship is expected to improve as outdated capacity continues to be eliminated, leading to potential upward revisions in corporate profitability [2] - The solid-state battery industry is advancing, with accelerated industrialization processes driving demand for upgrades in material systems and equipment [2] - It is recommended to focus on battery segments with strong performance support, leading companies in the marginally improving material segment, and beneficiaries in the solid-state battery supply chain [2] Group 4 - Investors without stock accounts can access battery industry investment opportunities through the battery ETF linked fund (016567) [3]