On April 12 local time, the third round of negotiations between Iran and the United States in Islamabad has concluded, with Iran stating that there are still some serious differences in the negotiations. As a result of this news, crude oil prices have surged again, with Brent crude oil futures exceeding $101, and stock markets in Japan and South Korea collectively adjusted.
From the perspective of the A-share and Hong Kong stock markets, the new energy sector has performed remarkably well, with lithium battery leader CATL reaching a historical high in A-shares, peaking at 432.92 as of 09:52, with a total market capitalization of nearly 2 trillion yuan.
Driven by the rise of BYD, Nio, Leapmotor, and XPeng, the Hang Seng Tech Index has shown strong resilience, outperforming the Hang Seng Index, while the largest Hang Seng Tech ETF in mainland China, Hua Xia (513180), fell over 0.5% during the session.
The Hang Seng Tech ETF Hua Xia (513180) covers leading new energy vehicle companies such as Li Auto, Nio, XPeng, Leapmotor, and BYD. Amid ongoing uncertainties in the overseas situation and sustained high oil prices, the economic advantages of new energy vehicles are accelerating demand release. When oil prices exceed consumer thresholds, the demand for new energy vehicles and willingness to pay will experience nonlinear growth

The situation in the Middle East has changed again, leading to a surge in crude oil prices, with Brent crude currently priced over $101. The stock markets in Japan and South Korea are adjusting, while the A-share new energy sector is performing strongly, with CATL reaching a historical high and a market value of nearly 2 trillion yuan. Companies like BYD and Nio have seen their stock prices rise, and the Hang Seng Tech Index has outperformed the Hang Seng Index. Against the backdrop of high oil prices, the demand for new energy vehicles is accelerating, and non-linear growth is expected

腾讯新闻 - 财经

BP p.l.c.

ISHRS S&P Glb Engy

SPDR Energy Select

iShares US Oil Equip & Svcs

CATL

VanEck Oil Services ETF

VanEck Oil Refiners ETF

iShares US Oil & Gas Expl & Prod

HSPC

SPDR O&G Equip

Occidental Petroleum

Pro Ultr Bloomberg Crude Oil

Hwabao WP CSI Intelligent Electric Vehicle ETF

Hua Xia CSI New Energy Vehicles ETF

United States Oil Fund LP

VG Energy

SPDR O&G Ex & Prd

Ping An CNI Oil&Gas ETF

First Trust S-Network Future Vehicles & Tech ETF

BYD Company

BYD COMPANY

NIO-SW

The situation in the Middle East has changed again, crude oil prices have surged, and new energy vehicles are performing strongly