New Energy Theme ETF (516580) shakes in the plate, and the lithium battery sector is strong

Since the opening, the new energy theme ETF (516580) has shocked.Among the ingredients stocks, Hangke Technology, Haiyou New Materials, German Nano, and Aixu shares rose more than 6%, Jiayuan Technology rose more than 5%, Jinlang Technology, Luxiao Technology, and Mai rose by more than 4%, CITIC's CITIC, CITICBo, Foster, Jiejiaweisun and other stocks have risen.

On the news, the amount of iron phosphate in June was 15.4GWh, a year -on -year increase of 201.5%. The cumulative installation volume in the first half of the year was 64.4GWh, accounting for 58.5%of the total installed vehicle.The overall supply is still slightly higher, but the demand for downstream battery factories is still hot, and subsequent iron lithium prices will fluctuate with lithium lithium carbonate.

Donghai Securities said that the lithium battery material industry chain returns to normal, and the high -speed growth of orders has benefited from the hot downstream market.The price of battery films maintains stability, and it is yet to be observed by high temperature -limited movies.Due to the price of components, the terminal is still waiting for the terminal, but it begins to show signs of loosening.

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