As of 10:57 on April 17, 2025, the CSI New Energy Vehicle Industry Index (930997) rose 0.13%, the constituent stocks Xingyuan Materials (300568) rose 3.00%, Defu Technology (301511) rose 2.86%, Shangtai Technology (001301) rose 1.87%, Tengyuan Cobalt (301219) rose 1.42%, and Kedali (002850) rose 1.23%.

New Energy Vehicle ETF (515700) rose 0.13%, and the latest price was 1.53 yuan. In the long run, as of April 16, 2025, the new energy car ETF has risen by 3.61% in the past 1 week, ranking 1/2 of comparable funds.

In terms of liquidity, the new energy car ETF changed hands by 0.96% intraday, with a turnover of 20.4729 million yuan. In the long run, as of April 16, the average daily turnover of the new energy car ETF in the past one year was 70.539 million yuan.

According to the latest data, global sales of new energy vehicles, including pure electric and hybrid models, increased significantly in March this year, with China leading the world.

Specific data show that global sales of new energy vehicles reached 1.7 million last month, a year-on-year surge of 29%. Global sales of new energy vehicles reached 4.1 million units in the first quarter. According to regional breakdown data, China's new energy vehicle sales in March were close to 1 million, and sales in the first quarter reached 2.4 million, a year-on-year increase of 36%.

CITIC Securities previously said that it is still optimistic about the annual sales of new energy vehicles and the prospect of going overseas, especially the policy is expected to significantly boost the annual sales, and the industry has entered a reshuffle period in the long run, but technological innovation and acceleration of going overseas are the essence.

As of 10:57 on April 17, 2025, the CSI Photovoltaic Industry Index (931151) fell 0.17%. In terms of constituent stocks, Kehua Data (002335) led by 2.34%, Robotec (300757) rose 1.79%, and Micro Nano (688147) rose 1.10%; Daqo Solar (688303) led the decline by 1.95%, JinkoSolar (688223) fell by 1.51%, and Deere Laser (300776) fell by 1.24%.

Photovoltaic ETF fund (159863) rose 0.23%, and the latest price was 0.43 yuan. In the long run, as of April 16, 2025, PV ETF funds have risen by 2.15% in the past 1 week.

On the news side, recently, the signing ceremony of the tripartite agreement between the Three Gorges Research Institute, Three Gorges Energy and LONGi Green Energy to jointly build the National Energy Key Laboratory of Perovskite Photovoltaic Technology was held in Beijing. The three parties will carry out joint research in the direction of mass production process of perovskite cells, efficiency improvement of tandem cells, and integration of core equipment, and promote diversified cooperation in the fields of new energy project cooperation, scientific and technological innovation, industrial resource collaboration, and technological transformation services.

CICC previously believed that the PV industry is expected to usher in comprehensive beta opportunities in 2025, especially the leading enterprises in the segment and those with new technologies will have more allocation value. In the next two to three quarters, the industry will see some tail companies liquidate in the market, and polysilicon inventories are expected to be depleted and price increases will be realized in the second quarter of 2025.

As of 10:57 on April 17, 2025, the CSI New Materials Theme Index (H30597) rose 0.10%, the constituent stocks Anji Technology (688019) rose 4.49%, Dongfang Yuhong (002271) rose 4.37%, 3Trees (603737) rose 3.12%, Dinglong (300054) rose 2.91%, and Tianyue Advanced (688234) rose 2.86%.

The new materials ETF index fund (516890) rose 0.21%, and the latest price was 0.48 yuan. In the long run, as of April 16, 2025, the new materials ETF index fund has risen by 2.12% in the past 1 week, ranking 1/7 of comparable funds.

In terms of liquidity, the new materials ETF index fund changed hands by 0.64% intraday, with a turnover of 148,600 yuan. In the long run, as of April 16, the average daily turnover of new materials ETF index funds in the past one year was 1.2068 million yuan.

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

The CSI New Energy Vehicle Industry Index selects 50 securities of listed companies in the new energy vehicle industry whose business involves new energy vehicles, motor and electronic control, lithium battery equipment, battery cells, battery materials, etc., as the index sample, reflecting the overall performance of the securities of leading listed companies in the new energy vehicle industry.

According to the data, as of March 31, 2025, the top ten weighted stocks of the CSI New Energy Vehicle Industry Index (930997) are BYD (002594), Inovance Technology (300124), CATL (300750), Sanhua Intelligent Control (002050), EVE Lithium Energy (300014), Huayou Cobalt (603799), Ganfeng Lithium (002460), GEM (002340), Tianqi Lithium (002466), Hongfa shares (600885), the top ten weighted stocks accounted for 57.98%.

The

PV ETF fund closely tracks the CSI Photovoltaic Industry Index, which selects no more than 50 of the most representative securities of listed companies from the securities of listed companies whose main business involves the upstream, midstream and downstream of the photovoltaic industry chain as the index sample to reflect the overall performance of the securities of listed companies in the photovoltaic industry.

According to the data, as of March 31, 2025, the top ten weighted stocks of the CSI Photovoltaic Industry Index (931151) are LONGi Green Energy (601012), Sungrow Power Supply (300274), TCL Technology (000100), TBEA (600089), Tongwei (600438), TCL Zhonghuan (002129), JinkoSolar (688223), Chint Electric (601877), Deye (605117), JA Solar Technology (002459), the top 10 weighted stocks together accounted for 55.78%.

The

CSI New Materials ETF Index Fund closely tracks the CSI New Materials Thematic Index, which selects 50 listed companies whose business involves basic materials such as advanced steel, non-ferrous metals, chemicals, inorganic non-metals, and key strategic materials as the index sample to reflect the overall performance of the securities of listed companies with new materials themes.

According to the data, as of March 31, 2025, the top ten weighted stocks of the CSI New Materials Theme Index (H30597) are CATL (300750), North Huachuang (002371), Wanhua Chemical (600309), LONGi Green Energy (601012), Sanhuan Group (300408), Tongwei (600438), Huayou Cobalt (603799), San'an Optoelectronics (600703), GEM (002340), Baofeng Energy (600989), the top ten weighted stocks accounted for 52.75%.

Related Products:

New Energy Vehicle ETF (515700), OTC Connect (Ping An CSI New Energy Vehicle ETF Connect A: 012698; Ping An CSI New Energy Vehicle ETF Connect C:012699).

Photovoltaic ETF Fund (516180), Ping An Photovoltaic Index Fund (Class A: 012722; Category C: 012723);

New Materials ETF Index Fund (516890).

New Energy Vehicle ETF (515700), OTC Connect (Ping An CSI New Energy Vehicle ETF Connect A: 012698; Ping An CSI New Energy Vehicle ETF Connect C:012699).