As of the close of trading on March 12, 2025, the CSI Battery Theme Index (931719) fell by 0.21%. In terms of constituent stocks, it was mixed, led by Crestec (002518) up 7.26%, Kehua Data (002335) up 6.35%, and Lead Intelligence (300450) up 3.14%; Yinlun shares (002126) led the decline by 3.84%, Hoymiles shares (688032) fell 2.22%, and Kodali (002850) fell 1.76%. The single-day turnover of battery ETF (561910) reached 30.8571 million yuan, with a turnover rate of 4.47%.

In the long run, as of March 11, 2025, battery ETFs have risen by 5.01% in the past 1 month, ranking first among comparable funds. In terms of scale, the scale of battery ETFs has increased by 87.5839 million yuan in the past two weeks, achieving significant growth, and the new scale ranks first among comparable funds. In terms of shares, the share of battery ETFs has increased by 186 million in the past two weeks, achieving significant growth, and the new shares rank first among comparable funds.

In terms of capital inflow, in the long run, battery ETFs have had a net inflow of funds for 7 days in the past 10 trading days, with a total of 113 million yuan of "gold absorption", and an average daily net inflow of 11.316 million yuan.

In terms of news, the 2025 All-Solid-State Battery Technology Exchange Conference and the First Dry Electrode Technology Seminar will be held in Bengbu, Anhui Province from March 18 to 19, 2025.

Everbright Securities said that the continuous decline in the price of upstream lithium battery raw materials, the increasingly fierce competition among car companies, and the stimulation of multiple consumption subsidy policies such as trade-in, the two-way optimization of supply and demand in the new energy vehicle market, and the optimism of the release of automobile (especially new energy vehicles) consumption in 2025. In addition, it is expected that the intelligent transformation of new energy vehicles will be the key direction of policy support, and in the short and medium term, it will focus on the mass production of L3 intelligent driving at the vehicle end, the commercial operation and promotion of L4 Robotaxi and the construction of vehicle-road-cloud integration infrastructure, and it is expected that the domestic intelligent driving inflection point is expected to accelerate in 2025.

Battery ETF (561910), OTC Connect (China Merchants CSI Battery Theme ETF Connect A: 016019; China Merchants CSI Battery Theme ETF Connect C: 016020).