电池ETF联接基金(016567)
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2026年锂电行业供需有望进一步改善,电池ETF嘉实(562880)聚焦电池产业链投资机会
Xin Lang Cai Jing· 2025-12-11 03:09
没有股票账户的场外投资者还可以通过电池ETF联接基金(016567)一键布局电池产业链投资机会。 截至2025年12月11日 10:29,中证电池主题指数上涨0.79%,成分股德业股份上涨4.81%,多氟多上涨 4.04%,宁德时代上涨3.40%,上能电气上涨2.34%,欣旺达上涨2.00%。 数据显示,截至2025年11月28日,中证电池主题指数前十大权重股分别为阳光电源、宁德时代、三花智 控、亿纬锂能(维权)、天赐材料、先导智能、欣旺达、国轩高科、多氟多、格林美,前十大权重股合 计占比55.63%。 电池ETF嘉实(562880)紧密跟踪中证电池主题指数,是一键布局电池主题板块的便利工具。 12月9日,2025第四届高工储能年会在深圳开幕。高工产业研究院(GGII)现场发布的数据显示,2025 年全球和中国储能电池出货量增速预计均超80%。此外,乘联会初步统计11月全国乘用车厂商新能源批 发172万辆,同比增长20%,环比增长7%。海内外储能需求共振,锂电池整体需求维持景气,锂电产业 链12月预排产环比微增。近期碳酸锂、磷酸铁锂、6F、电解液、湿法隔膜等环节持续涨价。对于明年 锂电池需求展望保持乐观。 中 ...
机构预计12月锂电排产环比增加,景气度持续向好,电池ETF嘉实(562880)有望受益
Xin Lang Cai Jing· 2025-12-03 03:31
11月28日,工信部组织召开动力与储能电池行业制造业企业座谈会,12家产业链重点企业负责人参会。 会上,工信部有关负责人强调,认真落实关于综合整治"内卷式"竞争的决策部署,引导企业科学布局产 能、合理有序"出海",全力推动产业高质量发展。 截至2025年12月3日 10:31,中证电池主题指数下跌0.92%。成分股方面涨跌互现,贝特瑞领涨2.26%, 鹏辉能源上涨1.60%,天能股份上涨0.87%;天华新能领跌,湖南裕能、派能科技跟跌。 电池ETF嘉实(562880)紧密跟踪中证电池主题指数,是一键布局电池主题板块的便利工具。 没有股票账户的场外投资者还可以通过电池ETF联接基金(016567)一键布局电池产业链投资机会。 华泰证券研报称,预计12月锂电排产环比增加,景气度持续向好,多环节出现涨价。数据显示,样本企 业中电池排产143.3GWh,环比增长2.3%,隔膜19.8亿平,环比增长2.6%,电解液10.9万吨,环比增长 1.4%,需求强劲,为2022年以来首次12月电池排产环增,储能领域迎来四季度并网高峰,欧洲新能源 车销量维持高增长。需求向好叠加供给显著放缓,储能电池及多数锂电材料供需已偏紧,电池、 ...
固态电池商业化加速落地,电池ETF嘉实(562880)布局电池市场投资机遇
Xin Lang Cai Jing· 2025-11-27 03:23
2025年11月27日盘中,电池板块盘中上扬,截至2025年11月27日 11:03,中证电池主题指数强势上涨 1.18%,成分股鹏辉能源上涨10.34%,珠海冠宇上涨4.40%,天奈科技上涨3.45%,璞泰来,厦钨新能等 个股跟涨。 电池ETF嘉实(562880)紧密跟踪中证电池主题指数,是一键布局电池主题板块的便利工具。 没有股票账户的场外投资者还可以通过电池ETF联接基金(016567)一键布局电池产业链投资机会。 中信建投认为,固态电池作为下一代高性能电池技术,凭借高能量密度、高安全性的优势,正加速从实 验室走向产业化。其判断在政策红利释放、市场需求升级和技术持续迭代的多重助力下,全球固态电池 产业已步入商业化落地的关键阶段。 数据显示,截至2025年10月31日,中证电池主题指数前十大权重股分别为阳光电源、宁德时代、三花智 控、亿纬锂能、先导智能、天赐材料、欣旺达、国轩高科、格林美、科达利,前十大权重股合计占比 56.8%。 消息面上,固态电池预计将在2026年至2027年迎来重要的中试阶段。上游材料端,企业正处在对电池厂 送样阶段,部分实现小批量出货;设备商层面,全固态电池中试线设备开始陆续出货。 ...
锂电上游原料价格普遍上涨,电池ETF嘉实(562880)备受市场关注
Xin Lang Cai Jing· 2025-11-20 02:56
Group 1 - The solid-state battery sector is experiencing a rise due to increasing upstream raw material prices, with the China Battery Theme Index up by 0.24% as of November 20, 2025 [1] - Key component stocks such as Tianhua New Energy, Enjie, and Xingyuan Materials have seen significant increases, with Tianhua New Energy rising by 9.75% [1] - Lithium battery sector profits have shown a recovery with a year-on-year net profit growth of 28.38% in the first three quarters of 2025, outperforming the CSI 300 index [1] Group 2 - The demand for energy storage batteries has surged, with a year-on-year shipment growth of 62.62% in the first three quarters of 2025, and an expected annual growth rate exceeding 75% [1] - The top ten weighted stocks in the China Battery Theme Index account for 56.8% of the index, including major players like Sungrow Power, CATL, and EVE Energy [1] - The battery ETF by Harvest (562880) closely tracks the China Battery Theme Index, providing a convenient investment tool for the battery sector [2]
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]