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Lithium battery ushered in a major policy of the industry, the Department of Electronic Information of the Ministry of Industry and Information Technology publicly solicited opinions on the regulatory conditions and announcement management measures of the lithium battery industry (draft for soliciting opinions). The "normative conditions" will guide the transformation of lithium battery capacity to high-end and high quality, which has also led to a collective rise in the lithium battery sector today, with more than 10 related ETF rising more than 3 per cent and three lithium battery-related ETF up more than 4 per cent in half a day.

From the perspective of investment logic, the purpose of "normative conditions" is to strengthen the standardized management of the lithium battery industry, guide the industry to speed up transformation, upgrading and structural adjustment, and promote the healthy development of China's lithium battery industry. The "normative conditions" point out that enterprises should be guided to reduce manufacturing projects that simply expand production capacity, strengthen technological innovation, improve product quality, and reduce production costs.

Under the current background of overcapacity in the lithium battery industry, the Ministry of Industry and Information Technology has revised the "normative conditions" of the industry to guide technological innovation, transformation and upgrading, and promote high-quality and healthy development. At the same time, the "normative conditions" pay attention to product quality and low-carbon environmental protection, which actively pave the way for enterprises to go to sea, which is conducive to improving the international competitiveness of enterprises.

CommentPokerstrategyBattery ETF (561910) and lithium battery ETF (561160) rose 4% this morning.Pokerstrategy.35% and 4Pokerstrategy.29%, with a large increase in half-day, of which the scale of lithium battery ETF (561160) reached 1.655 billion, with a half-day transaction value of 34.91 million yuan.PokerstrategyThey track the CSI battery theme index, which also includes battery 50ETF (159796) and battery ETF fund (562880), with half-day gains of nearly 4 per cent for the two ETF.

The constituent stocks of the CSI are composed of 50 stocks, all of which are listed companies involved in power / energy storage / consumer electronics batteries and the upper and lower reaches of the industrial chain, reflecting the overall performance of battery theme companies. In the total market value distribution of the index, the number and weight distribution of constituent stocks in each market capitalization range is more balanced.

Comments: lithium battery ETF (159840) half-day increase of 4.01%, its size of 2.136 billion, half-day transaction value of 68.69 million yuan, the ETF tracks the national card new energy vehicle battery index. The ETF tracking the index also includes new energy vehicle battery ETF (159775), battery leader ETF (159767), battery ETF (159755) and battery 30ETF (159757). Among them, the battery ETF (159755) was larger, reaching 5.366 billion units, an increase of 3.7% this morning, while the transaction value reached 163 million yuan.

The National New Energy vehicle Battery Index selects the listed companies of the new energy vehicle battery industry in the A-share market to reflect the overall performance of the industry stocks. The index has good growth and strong profitability.

Comments: new energy ETF Huaxia (516850), new energy ETF (516160), new energy ETF (159875) and new energy ETF Yi Fonda (516090) all rose more than 3% this morning, of which the new energy ETF (516160) reached 9.408 billion units, with a half-day turnover of 148 million yuan. They are tracking the CSI New Energy Index.

The CSI New Energy Index aims to reflect the overall performance of securities of listed companies involved in renewable energy production, new energy applications, new energy storage and new energy interactive equipment in Shanghai and Shenzhen markets.