Today, A-shares opened low and went high, the GEM index rose more than 1%, the new energy core track strengthened significantly, the CSI Battery Theme Index (931719) rose 2.55%, the constituent stocks polyfluoride (002407) rose by the limit, Rongbai Technology (688005) rose 9.54%, Xiamen Tungsten New Energy (688778) rose 9.48%, Tianci Materials (002709), Enjie shares (002812) and other stocks followed up.

In terms of popular ETFs, the largest and lowest rate battery 50 ETF (159796) rose 2.78% in volume, with the latest price at 0.665 yuan, and the intraday turnover has reached 28 million yuan, temporarily ranking 1/4 of comparable ETFs, with a turnover rate of 2.5%.

In the long run, as of November 8, 2024, Battery 50 ETF has risen by 7.83% in the past 1 week.

In terms of scale, the scale of Battery 50 ETF has increased by 34.1029 million yuan in the past two weeks, achieving significant growth, and the new scale ranks 1/4 of comparable funds.

In terms of shares, the share of Battery 50 ETF has increased by 95 million shares since the beginning of this year, achieving significant growth, and the new share ranks 1/4 of comparable funds.

The data shows that leveraged funds continue to be deployed. The latest financing purchase amount of Battery 50 ETF reached 1.2264 million yuan, and the latest financing balance reached 7.8262 million yuan.

The

photovoltaic sector is also strong, the CSI Photovoltaic Industry Index (931151) rose 1.85%, the constituent stocks Maiwei shares (300751) rose 12.01%, Aixu shares (600732) rose 9.99%, microconductive nano (688147) rose 7.90%, Jingsheng Electromechanical (300316), Dier Laser (300776) and other stocks followed suit.

The lowest rate photovoltaic leading ETF (516290) rose 1.27%, the latest price was 0.56 yuan, and the intraday turnover has reached 8 million yuan, with a turnover rate of 3.3%.

In the long run, as of November 8, 2024, the leading photovoltaic ETF has risen by 1.65% in the past 1 week, ranking 3/10 of comparable funds.

In terms of share, the share of leading photovoltaic ETFs has increased by 56 million shares in the past 1 month, achieving significant growth, and the new shares rank 3/10 of comparable funds.

In terms of capital inflow, the latest net inflow of photovoltaic leading ETFs was 4.4446 million yuan. In the long run, in the past 21 trading days, a total of 28.9096 million yuan has been "absorbed".

On the news side, recently, the solid-state battery industry has continued to have good news, and a number of industrial chain enterprises have successively disclosed the latest progress in related fields. GAC Group said on the interactive platform on November 8 that the company has preliminarily opened up the whole process manufacturing process of all-solid-state batteries, which is expected to be installed in 2026 and installed in Haobo models. CATL has increased its R&D investment in solid-state batteries this year, expanding its R&D team to more than 1,000 people. Sunwoda said that the company's first-generation semi-solid-state battery has completed development. Samples of battery cells for the second-generation semi-solid-state batteries have already begun pilot tests. The third-generation polymer composite all-solid-state battery has completed laboratory verification and is expected to complete product development in 2025. The fourth-generation all-solid-state battery is still under development, and laboratory samples are expected to be completed in 2027.

CITIC Securities said that the decline in lithium prices in 2024Q3 led to the expansion and reduction of production in overseas lithium mines, and some mining companies sold assets to return funds. We believe that Australian lithium mines have begun to lose cash, and more lithium mines will reduce production in the future, so we have lowered the oversupply of the lithium industry in 2026 to 25,000 tons, and the fundamentals of the lithium industry have improved in the short term.

It is worth noting that the management fee rate of the leading photovoltaic ETF (516290) is 0.15%, and the custody fee is 0.05%, which is a low-rate variety in the photovoltaic theme ETF, which is only one-third of the mainstream rate in the market - "management fee rate of 0.5% and custody fee rate of 0.1%".

If you are optimistic about the prospects of the new energy core track, you can pay attention to the battery 50 ETF (159796), which has the lowest rate and the largest scale in the same category; OTC investments can focus on feeder funds, (Class A: 012862; Class C: 012863), one click to grasp the opportunity of low-level layout of the battery sector!

Risk Warning: Any information appearing in this article, including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, and any form of expression, is for reference only, and investors shall be responsible for any investment behavior determined independently. In addition, any opinions, analysis and forecasts in this article do not constitute any form of investment advice to the reader, and the company shall not be liable for any direct or indirect losses arising from the use of the content of this article. Photovoltaic leading ETF and battery 50 ETF are medium risk level (R3) products, which are suitable for investors who are balanced (C3) and above after customer risk level assessment. The underlying index is not fully representative of the entire stock market. There may be a deviation between the average return of the underlying index constituents and the average return of the entire equity market. Past performance of the fund is not indicative of its future performance, and investors should be cautious.

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