Today, the Xinneng Vehicle Index rebounded. The Xinneng Vehicle ETF (159824) rose 0.82%, with a turnover of 26.68 million, a turnover rate of 7.25%, and a net inflow of 38.86 million in the past 5 days. Its constituent stocks, Enjie, Nebula, and Tianqi Lithium, all rose more than 3%.
According to the news, recently, lithium battery raw materials have skyrocketed, cobalt-lithium prices hit a three-year high, and lithium metal has risen to 60,000 yuan/ton. Industry insiders said that the sharp increase in production and sales of new energy vehicles has led to strong downstream demand. At the same time, the domestic supply of lithium ore resources is insufficient, which has led to a sharp rise in the price of lithium battery raw materials.
Many organizations believe that NEVs are currently in a stage of accelerated development. With the help of policies, supply, demand, and capital, the market penetration rate of NEVs is expected to increase further. Under this trend, the new energy vehicle sector is still the preferred investment choice next year. Investors continue to pay attention and take the opportunity to get on the bus.
