Automotive Parts ETF (159306) Opens with Gains; New Energy Vehicle ETF (515700) and Photovoltaic ETF (516180) Experience Fluctuations

As of May 28, 2025, at 09:33, the China Securities Automotive Parts Theme Index (931230) has risen by 0.43%. Notable gains among component stocks include Dongfeng Technology (600081), up 5.85%, Haon Automobile (301488), up 4.94%, and Jingwei Hengrun (688326), up 4.66%. The Automotive Parts ETF (159306) has increased by 0.45%, with the latest price at 1.12 yuan. Over the past month, the Automotive Parts ETF has seen a cumulative increase of 3.44%.

In the last three months, the scale of the Automotive Parts ETF grew by 580.17 million yuan, with a rise of 600.00 million units, marking significant growth and positioning it as the leader in its category. Recent news indicates that BYD has launched a limited-time promotional campaign across 22 intelligent driving models, with subsidies reaching up to 53,000 yuan. Haitong International anticipates that the price competition in the new energy sector will intensify in June, potentially affecting the future of automotive companies.

As of May 28, 2025, at 09:33, the China Securities New Materials Theme Index (H30597) has decreased by 0.09%. Among component stocks, China Materials Technology (002080) is leading with a 1.52% increase, while Guoxuan High-Tech (002074) has dropped 2.89%. The New Materials ETF Index Fund (516890) has fallen 0.20%, with a latest quote of 0.49 yuan. Analysts suggest that the commercialization of solid-state batteries is expected to accelerate in 2025. Solid-state batteries, with their high energy density and superior safety, could replace traditional liquid lithium batteries in various applications.

Recently, the China Society of Automotive Engineers released a group standard for solid-state batteries, defining them for the first time and addressing issues related to industry definitions and testing methods. This marks a new phase in the standardization of solid-state battery development, which will significantly impact technology research, industry ecology, and market order. The next two years are critical for establishing a competitive landscape in the solid-state battery industry, presenting potential investment opportunities.

As of May 28, 2025, at 09:33, the China Securities New Energy Vehicle Industry Index (930997) has decreased by 0.24%. Component stocks are mixed, with Fulian Precision (300432) leading with a 1.48% increase, while Guoxuan High-Tech (002074) has decreased by 2.89%. The New Energy Vehicle ETF (515700) has dropped 0.31%, with a latest price of 1.61 yuan. Over the past month, the New Energy Vehicle ETF has gained 2.53%, ranking in the upper half of comparable funds. In terms of liquidity, the New Energy Vehicle ETF has a turnover of 0.04%, with a transaction volume of 950,500 yuan.

As of May 28, 2025, at 09:33, the China Securities Photovoltaic Industry Index (931151) has increased by 0.04%. Notable gains among component stocks include Kehua Data (002335) up 1.36% and JinkoSolar (688223) up 0.58%. The Photovoltaic ETF Fund (516180) has risen 0.19%, with the latest price at 0.53 yuan. Since its inception, the Photovoltaic ETF Fund has achieved a highest single-month return of 24.05% and an average monthly return of 10.62%.

Investors can explore opportunities in related sectors through the Photovoltaic ETF Fund (516180), New Materials ETF Index Fund (516890), New Energy Vehicle ETF (515700), and Automotive Parts ETF (159306). The New Energy Vehicle ETF closely tracks the China Securities New Energy Vehicle Industry Index, which comprises 50 listed companies involved in various aspects of the new energy vehicle sector, reflecting the overall performance of leading companies in this industry.

As of April 30, 2025, the top ten weighted stocks in the China Securities New Energy Vehicle Industry Index (930997) include BYD (002594), Huichuan Technology (300124), and CATL (300750), accounting for 58.64% of the total weight. The top ten weights in the Photovoltaic ETF Fund are Longi Green Energy (601012) and Sungrow Power Supply (300274), making up 56.17% of the index. The New Materials ETF Index Fund is based on the China Securities New Materials Theme Index, including stocks from advanced steel, non-ferrous metals, and key strategic materials, with the top ten weights accounting for 52.71%.

The Automotive Parts ETF tracks the China Securities Automotive Parts Theme Index, representing 100 listed companies involved in various automotive systems and components. As of April 30, 2025, the top ten weights of this index include Huichuan Technology (300124) and Fuyao Glass (600660), which account for 45.48% of the total weight.

Investment products include the New Energy Vehicle ETF (515700) and its associated link funds, as well as the Photovoltaic ETF Fund (516180) and its link funds. The information provided does not constitute investment advice, and readers should proceed at their own risk.