as of 09:42 on April 23, 2024, the new energy car ETF(515700) had an intraday shock adjustment, with the latest quotation of 1.43 yuan, and the intraday turnover had reached 9.4844 million yuan. Tracking index components were mixed, with Fengyuan (002805) leading the rise of 9.97 per cent, Blue Sea Huateng (300484) up 7.60 per cent and Kodali (002850) up 3.01 per cent.

In terms of scale, the new energy vehicle ETF increased by 10.6814 million yuan in the past week, achieving significant growth, with the new scale ranking 1/2 of comparable funds. The data show that leveraged funds continue to be laid out. The latest financing purchase amount of the new energy car ETF reached 1.2794 million yuan, and the latest financing balance reached 91.8204 million yuan.

from the perspective of net capital inflow, the new energy vehicle ETF has received continuous net capital inflow in the past 3 days, with a maximum net inflow of 17.2344 million yuan in a single day, totaling 31.8844 million yuan, with an average daily net inflow of 10.6281 million yuan.

Credit: Wind

as of 09:40 on April 23, 2024, China securities photovoltaic industry index (931151) rose 0.43 percent, component sunshine power (300274) rose 4.17 percent, deye shares (605117) rose 3.69 percent, jinlang technology (300763) rose 3.68 percent, jiejiaweichuang (300724) rose 2.27 percent, and solid dewei (688390) rose 2.13 percent. PV ETF Ping An (516180) rose 0.46, the latest price of 0.66 yuan, the intraday turnover continued to expand.

On the news side, the National Energy Administration recently issued the "Notice on Promoting the Grid-connected and Scheduling Application of New Energy Storage", which proposes to standardize the grid-connected access management of new energy storage, optimize the scheduling operation mechanism, give full play to the role of new energy storage, and support the construction of a new power system. Great Wall Securities said that under the background of "double carbon", China is speeding up the construction of a clean, low-carbon, safe and efficient energy system, and the new energy storage plays a key role in supporting new energy to play the main role of power supply. it is an important guarantee for the safe and stable operation of the power system.

According to the official website of Huawei's smart car solutions, Huawei has applied 30 years of technology accumulation in the ICT industry to automobiles to jointly promote the transformation of traditional automobiles to smart connected automobiles. Huawei's smart car business has three cooperation models. Parts model, Huawei HI model, smart selection model, the three modes of Huawei's participation gradually deepened.

Guangfa Securities Research Report believes that, looking forward to the three major cooperation models, "Huawei Department" ushered in a new round of product cycle upward. Car companies are expected to benefit from Huawei's smart selection and HI model cooperation to help them grow by leaps and bounds, and components benefit from Huawei's cooperative model release, bringing revenue/performance elasticity.

According to related news, on April 20, a Chinese Tesla owner asked Musk on social media, "I expect Tesla FSD (fully automatic driving) to enter China as soon as possible. I don't know when it will be realized. When will the HW3.0 system be able to use 3D modeling images? When will the new reversing assistance be pushed to Chinese Tesla HW3.0 owners?" To this, Musk replied, "It may be realized soon".

Guotai Junan pointed out that Tesla's FSD function has not yet landed in China, and relevant work is in the process of advancement. If it successfully enters China in the future, FSD will become a strong competitor for domestic car companies' self-driving programs. The competition for domestic self-driving highlands will become increasingly fierce, which is conducive to the vigorous development of the self-driving industry.

Investors can take advantage of the PV ETF Ping An (516180), the New Energy Vehicle ETF(515700), and the New Materials ETF Ping An (516890) to seize investment opportunities in related industries.

photovoltaic ETF Ping An (516180) closely tracks the CSI photovoltaic industry index. The CSI photovoltaic industry index selects no more than 50 of the most representative listed company securities from the securities of listed companies whose main business involves the upper, middle and lower reaches of the photovoltaic industry chain as index samples to reflect the overall performance of the securities of listed companies in the photovoltaic industry.

The New Energy Vehicle ETF(515700) closely tracks the CSI New Energy Vehicle Industry Index, which selects the securities of listed companies whose business involves the new energy vehicle industry from the Shanghai and Shenzhen markets as an index sample to reflect the overall performance of the securities of listed companies in the new energy vehicle industry.

new materials ETF Ping An (516890) closely tracks the CSI new materials theme index. The CSI new materials theme index selects 50 securities of listed companies whose businesses involve basic materials such as advanced steel, non-ferrous metals, chemical industry, inorganic non-metallic materials and new materials such as key strategic materials as index samples to reflect the overall performance of securities of listed companies with new materials theme.

Related Products:

new energy vehicle ETF(515700), over-the-counter connection (class a: 012698; Class C: 012699);

photovoltaic ETF ping an (516180), ping an photovoltaic index fund (class a: 012722; Class C: 012723);

New Materials ETF Ping An (516890).