New sodium battery: It only takes a few seconds to fully charge, and the new energy car ETF (515700) rose and turned red intraday

Interface News

2024-04-25 10:09Posted on the official account of Beijing Jiemian News

As of 09:58 on April 25, 2024, the CSI New Energy Vehicle Industry Index (930997) rose 0.21%, the constituent stocks Dow Technology (300409) rose 13.82%, Shangtai Technology (001301) rose 10.01%, Xiangfenghua (300890) rose 6.60%, EVE Lithium Energy (300014) rose 5.05%, and Ruitai New Materials (301238) rose 4.99%. New Energy Vehicle ETF (515700) rose 0.07%, the latest price was reported at 1.41 yuan, and the intraday turnover has reached 18.7148 million yuan, temporarily ranking 1/2 of comparable ETFs.

In terms of fund inflow, the latest net inflow of new energy vehicle ETF was 11.1689 million yuan. In the long run, there have been 4 net inflows of funds in the past five trading days, with a total of 26.1087 million yuan of "gold absorption", and an average daily net inflow of 5.2217 million yuan.

Image source: Wind

The data shows that leveraged funds continue to be deployed. The new energy car ETF has been net bought by leveraged funds for 3 consecutive days, with the highest single day net buying of 4.7281 million yuan, and the latest financing balance reached 98.6792 million yuan.

On the news side, recently, scientists from the Korea Advanced Institute of Science and Technology integrated the anode materials commonly used in batteries with cathode materials suitable for supercapacitors to develop a high-energy, high-power sodium-ion hybrid battery. The battery can be charged in seconds and has the potential to replace lithium-ion batteries in applications such as electric vehicles, smart electronics and aerospace technology. The paper was published in the latest issue of the journal Energy Storage Materials.

Industry insiders pointed out that if this technology is mature, it will greatly promote the development of new energy vehicles and intelligent equipment, reduce dependence on lithium resources, and have broad market prospects.

Huatai Securities said that in the application scenarios of new energy vehicles, sodium batteries have brought differentiated choices to consumers with better low-temperature performance, safety performance and economy. 2024 may be the first year of large-scale use of sodium batteries, and we will continue to be optimistic about the development potential of sodium batteries, and it is recommended to continue to track the application progress of leading sodium battery companies, and the mass production and cost reduction progress of battery material enterprises.

On April 25, the Beijing International Auto Show opened, and 278 new energy models were unveiled. At this year's Beijing Auto Show, there were 117 world premieres (including 30 world premieres of multinational companies) and 41 concept cars. There are 278 new energy models. Huaxin Securities said that it continues to be optimistic about the automotive industry.

Pacific Securities pointed out that the opening of the Beijing International Auto Show, a number of new models will be intensively listed, the Ministry of Commerce and other ministries and commissions "to promote the trade-in of consumer goods action plan" released, the car trade-in policy will effectively boost car sales. China Post Securities said that it is optimistic about the continued strength of the follow-up auto market. In April, the intensive release of new cars by a number of car companies and the holding of the Beijing Auto Show, coupled with the implementation of policies such as trade-in and promotion fees in various places, we are optimistic about the continued strength of the follow-up auto market.

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

The New Energy Vehicle ETF (515700) closely tracks the CSI New Energy Vehicle Industry Index, which selects the securities of listed companies involved in the new energy vehicle industry from the Shanghai and Shenzhen markets as index samples to reflect the overall performance of the securities of listed companies in the new energy vehicle industry.

According to the data, as of March 29, 2024, the top ten weighted stocks of the CSI New Energy Vehicle Industry Index (930997) are CATL (300750), BYD (002594), Inovance Technology (300124), Sanhua Intelligent Control (002050), Tianqi Lithium (002466), EVE Lithium Energy (300014), Ganfeng Lithium (002460), Huayou Cobalt (603799), GEM (002340), and Lead Intelligent ( 300450), the top 10 weighted stocks accounted for 55.38% of the total.

Photovoltaic ETF Ping An (516180) 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.

Ping An (516890) New Materials ETF closely tracks the CSI New Materials Theme 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 theme.

Related Products:

New Energy Vehicle ETF (515700), OTC Feeder (Class A: 012698; Class C: 012699);

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

New Materials ETF Ping An (516890).

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