New Energy Vehicles Set Sail: ETFs Surge Following Launch of Major Shipping Vessel

The “Yuanhaikou” vessel has set sail fully loaded with new energy vehicles! The New Energy Vehicle ETF (515700) and the Auto Parts ETF (159306) experienced a rapid surge in the morning session, while the Photovoltaic ETF Fund (516180) showed fluctuations during trading.

As of 09:34 on May 16, 2025, the China Securities New Energy Vehicle Industry Index (930997) rose by 0.31%. Among its constituent stocks, Jusheng Electronics (600699) surged by 5.80%, Yahua Group (002497) increased by 1.07%, Yinlun Co. (002126) gained 1.06%, Weimaisi (688612) climbed 1.04%, and Keda Li (002850) rose by 0.94%. The New Energy Vehicle ETF (515700) increased by 0.43%, with the latest price at 1.64 yuan.

On May 15, the largest dual-fuel vehicle transportation ship powered by solar energy and LNG was officially named the “Yuanhaikou” in Nansha, Guangzhou, and is set for its maiden voyage. The ship is loaded with vehicles manufactured by Chinese brands, with over 90% being new energy vehicles, heading to countries such as Greece, Turkey, Italy, and Tunisia. CITIC Securities believes that international expansion is one of the most evident industrial trends in the automotive sector for 2025, which will provide dual drivers for the industry’s performance and valuation. It is estimated that the export volume of vehicles in 2025 is expected to reach 6.75 million units, reflecting a year-on-year growth of 15.3%, continuing a high prosperity trend.

Chinese commercial vehicle enterprises have made preliminary achievements in overseas markets, possessing a leading edge in the field of new energy vehicles and demonstrating global competitiveness, indicating vast growth potential for future exports. Guojin Securities points out that under the “trade-in” policy, the export of electric vehicles is accelerating, leading to stable growth in electric vehicle sales in the first quarter of 2025, while the new energy vehicle sector maintains a high level of prosperity.

As of 09:34 on May 16, 2025, the China Securities Auto Parts Theme Index (931230) rose by 0.78%. Key stocks included Haon Automotive Electric (301488) with a 12.54% increase, Wan’an Technology (002590) up by 10.00%, Chengfei Integration (002190) up by 9.56%, and Yongding Co. (600105) up by 7.80%. The Auto Parts ETF (159306) gained 0.45%, with the latest price at 1.12 yuan. Over the past two weeks, the Auto Parts ETF has accumulated a rise of 1.45% as of May 15, 2025.

As of 09:34 on May 16, 2025, the China Securities Photovoltaic Industry Index (931151) increased by 0.24%. Notable performers included Quartz Co. (603688) rising by 2.59%, LONGi Green Energy (601012) up by 2.24%, and Xiexin Integration (002506) up by 0.87%. The Photovoltaic ETF Fund (516180) is currently experiencing a stalemate, with the latest quote at 0.55 yuan.

In recent statements, Luo Wen, the head of the State Administration for Market Regulation, highlighted that the current “involution” type of malicious competition is damaging the fair competitive order in the market, distorting resource allocation and price signals, and hindering companies’ innovative development. It is essential to recognize that comprehensive regulation of “involution” competition is a systematic project that requires coordinated governance among the government, enterprises, and industry associations, establishing a long-term mechanism to stimulate the endogenous power and innovation vitality of various business entities.

As of 09:34 on May 16, 2025, the China Securities New Materials Theme Index (H30597) rose by 0.16%. Key stocks included China Aerospace (000519) increasing by 1.42%, Western Superconducting (688122) up by 1.10%, and China National Materials (002080) up by 1.00%. The New Materials ETF Index Fund (516890) is also experiencing a stalemate, with the latest quote at 0.5 yuan. Over the past two weeks, this fund has seen an accumulation of 2.89%, ranking it 1 out of 7 among comparable funds as of May 15, 2025.

Investors can seize investment opportunities in related industrial fields through the Photovoltaic ETF Fund (516180), New Materials ETF Index Fund (516890), New Energy Vehicle ETF (515700), and Auto Parts ETF (159306). The New Energy Vehicle ETF closely tracks the China Securities New Energy Vehicle Industry Index, which selects 50 listed companies involved in the new energy vehicle industry, reflecting the overall performance of leading companies in this sector.

As of April 30, 2025, the top ten weighted stocks in the China Securities New Energy Vehicle Industry Index (930997) are BYD (002594), Inovance Technology (300124), CATL (300750), Sanhua Intelligent Control (002050), Eve Energy (300014), Huayou Cobalt (603799), Ganfeng Lithium (002460), Greenmech (002340), Tianqi Lithium (002466), and Hongfa Technology (600885), collectively accounting for 58.64% of the index.

The Photovoltaic ETF Fund closely tracks the China Securities Photovoltaic Industry Index, which selects a maximum of 50 representative listed companies involved in the photovoltaic industry chain. As of April 30, 2025, the top ten weighted stocks in this index are LONGi Green Energy (601012), Sungrow Power (300274), TCL Technology (000100), TBEA (600089), Tongwei Co. (600438), TCL Zhonghuan (002129), Chint Electric (601877), Deye Technology (605117), JinkoSolar (688223), and JA Solar (002459), making up 56.17% of the index.

The New Materials ETF Index Fund tracks the China Securities New Materials Theme Index, which selects 50 listed companies involved in advanced steel, nonferrous metals, chemicals, and key strategic materials. As of April 30, 2025, the top ten weighted stocks in this index are Northern Huachuang (002371), CATL (300750), Wanhua Chemical (600309), LONGi Green Energy (601012), Sanan Optoelectronics (600703), and Greenmech (002340), collectively accounting for 52.71% of the index.

The Auto Parts ETF closely follows the China Securities Auto Parts Theme Index, selecting 100 listed companies involved in automotive systems, components, and electronics. As of April 30, 2025, the top ten weighted stocks in this index are Inovance Technology (300124), Fuyao Glass (600660), Sanhua Intelligent Control (002050), Top Group (601689), Sailun Group (601058), Desay SV (002920), Huayu Automotive (600741), Bertel (603596), and Wan Feng Aowei (002085), accounting for 45.48% of the index.

Related products include the New Energy Vehicle ETF (515700), with off-market connections (Ping An China Securities New Energy Vehicle ETF Connection A: 012698; Ping An China Securities New Energy Vehicle ETF Connection C: 012699), Photovoltaic ETF Fund (516180), Ping An Photovoltaic Index Fund (Class A: 012722; Class C: 012723), New Materials ETF Index Fund (516890), and Auto Parts ETF (159306) with off-market connections (Ping An China Securities Auto Parts Theme ETF Connection A: 022731; Ping An China Securities Auto Parts Theme ETF Connection C: 022732).

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