The prosperity of new energy vehicles continues to rise. In terms of news, domestic machine tools have seen a surge in orders, with relevant company executives stating that since the beginning of this year, orders from fields such as humanoid robots and new energy vehicles have significantly increased, with orders already scheduled until September. Additionally, Nio's Li Bin mentioned in the earnings call that the Chinese passenger car market faced significant challenges in the first quarter of this year, with a slight decline compared to last year. However, the growth of pure electric models has been very strong, driven by pure electric models last year. This year, pure electric models are expected to maintain a relatively fast growth rate.
Guotai Junan Securities pointed out that they are optimistic about the opportunities brought by themes such as intelligence and going overseas. In terms of going overseas, the year-on-year growth rate of passenger car exports has maintained over 20% for six consecutive months, and going overseas will become a long-term major theme in the future. With the accelerated export of new cars, mature channels and operations, and concentrated local production capacity, China's wholesale export volume is expected to achieve nearly 20% growth by 2026. In terms of intelligence, as car companies accelerate the promotion of new-generation architectures and high-performance chips to enhance intelligent driving experiences, consumer perceptions are expected to continue to break through. The leading tier of intelligent driving is likely to gain sales benefits through superior experiences; favorable policies, frequent new product releases, and technological breakthroughs are accelerating the commercialization process of the robotics industry.
As of March 11, 2026, at 10:58, the CSI New Energy Vehicle Industry Index (930997) surged by 3.16%, with constituent stocks such as Defu Technology rising by 11.04%, Yiwei Lithium Energy by 9.11%, and Wuliangye New Energy by 8.83%. Stocks like CATL and Hunan YN also followed suit. The New Energy Vehicle ETF (515700) rose by 3.17%, marking a three-day consecutive increase. The latest price is reported at 2.57 yuan.
The New Energy Vehicle ETF closely tracks the CSI New Energy Vehicle Industry Index, which selects 50 listed companies involved in the new energy vehicle industry, including complete vehicles, motor control, lithium battery equipment, battery cells, and battery materials, as index samples, reflecting the overall performance of leading listed companies in the new energy vehicle industry.
Data shows that as of February 27, 2026, the top ten weighted stocks in the CSI New Energy Vehicle Industry Index (930997) are BYD, CATL, Inovance Technology, Huayou Cobalt, Sanhua Intelligent Control, Ganfeng Lithium, Yiwei Lithium Energy, Zhongkuang Resources, Tianci Materials, and Xian Dao Intelligent, with the top ten weighted stocks accounting for a total of 52.96%.
The New Energy Vehicle ETF (515700) has off-exchange connections (Ping An CSI New Energy Vehicle ETF Initiated Connection A: 012698; Ping An CSI New Energy Vehicle ETF Initiated Connection C: 012699; Ping An CSI New Energy Vehicle ETF Initiated Connection E: 024504).
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The new energy vehicle ETF rose by more than 3.1%, with the industry's prosperity continuing to rise. Domestic machine tool orders have significantly increased. Nio's Li Bin mentioned that the Chinese passenger car market faces challenges, but the growth of pure electric models is strong. Guojin Securities is optimistic about the themes of intelligence and going overseas, expecting passenger car exports to continue to grow. The CSI New Energy Vehicles Industry Index rose by 3.16%, with constituent stocks performing strongly. The latest price of the ETF is reported at 2.57 yuan, closely tracking this index and reflecting the overall performance of the new energy vehicle industry

New Energy Vehicle ETF rises over 3.1%, industry prosperity continues to rise