Industry ETF Indicator | State Grid Equipment ETF Huaxia Half-Day Trading Volume Exceeds 1 Billion Yuan, Multiple New Energy Vehicle ETFs Rise Over 1% in Early Trading

On the morning of March 26, only the State Grid Equipment ETF Huaxia (159326) among industry-themed ETFs had a trading volume exceeding 1 billion yuan. In terms of cross-border ETFs, the S&P Oil & Gas ETF Harvest (159518) had a half-day trading volume of 4.14 billion yuan, indicating relatively active trading.

Regarding ETF gainers, the battery sector rebounded sharply in the early trading session, and ETFs related to new energy vehicles performed counter to the trend, with gains exceeding 1%.

The rising oil price center and the increasing strategic importance of energy security will promote the global penetration rate of new energy, creating opportunities for China’s new energy vehicles to go global. Domestic independent car brands are expected to leverage their technological, cost, and supply chain advantages to capture overseas new energy markets. The export of new energy vehicles is likely to become a significant growth point for Chinese independent car brands.

Commentary: The Guotai New Energy Vehicle ETF and the Dongcai New Energy Vehicle ETF both rose over 1.5% in the early trading session, with ETF sizes exceeding 800 million yuan. The largest is the Huaxia New Energy Vehicle ETF, with an estimated size of over 4.2 billion yuan. All these ETFs track the CSI New Energy Vehicles Index.

The CSI New Energy Vehicles Index selects listed companies involved in lithium batteries, charging stations, and new energy vehicles as index samples to reflect the overall performance of listed companies related to new energy vehicles.

Main holdings of the CSI New Energy Vehicles Index

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