Ningde Times is rapidly expanding its battery swap business. As the largest battery-related 50ETF in its category experiences a decline of over 2%, market participants are seizing the opportunity to increase their investments during the dip.
As of March 21, 2025, at 13:15, the Zhongzheng Battery Theme Index (931719) has dropped by 2.09%. Among the constituent stocks, Teruid (300001) leads with a rise of 3.77%, followed by Hemai Co. (688032) at 1.86%, and Jinlang Technology (300763) at 0.88%. Conversely, Fulin Precision (300432) sees the largest decline at 8.62%, with Yinlun Co. (002126) down 5.31%, and Sanhua Intelligent Control (002050) down 4.04%. The Battery 50ETF (159796) has decreased by 2.10%, currently priced at 0.61 yuan, with trading volume nearing 20 million yuan and a turnover rate of 1.65%.
Notably, the Battery 50ETF (159796) has attracted investments despite the market downturn, with net subscriptions reaching 4 million shares to date. Over the past week, as of March 20, 2025, the Battery 50ETF has shown a cumulative increase of 1.31%. In terms of scale, the Battery 50ETF has seen a significant growth of 93.18 million yuan in the past month, ranking second among comparable funds. Since the beginning of this month, its shares have increased by 76 million, also placing it second among similar funds. In terms of capital inflow, the Battery 50ETF has raised a total of 47.81 million yuan over the last 14 trading days. Data indicates that leveraged funds continue to position themselves in this sector, with the latest margin purchases amounting to 1.0547 million yuan and a margin balance of 8.054 million yuan.
On March 17, Ningde Times signed a strategic cooperation agreement with NIO. Under this agreement, both parties aim to leverage their respective technological, management, platform, and brand resources to create the world’s largest and most advanced electric vehicle battery swap service network in response to the global automotive industry’s transformation.
According to industry sources, following the strategic partnership with NIO and an investment of no more than 2.5 billion yuan in NIO Energy, Ningde Times plans to further invest in related battery asset companies, specifically Wuhan Weineng. However, the amount is expected to be significantly lower than the 2.5 billion yuan allocated to NIO Energy.
CITIC Securities reports that solid-state batteries offer several advantages, including enhanced safety, higher energy density, and superior manufacturing processes, aligning with the future development direction of large-capacity secondary batteries. It is projected that global solid-state battery shipments will reach 642.6 GWh by 2030, with a compound annual growth rate (CAGR) of 133% from 2024 to 2030. The firm views semi-solid batteries as a transitional solution in the lithium battery technology upgrade, nearing mass production. Considering the critical catalysts for the solid-state battery industry in 2025, this year is expected to be pivotal for the introduction of mature semi-solid battery products and the clarification of the full solid-state technology roadmap, making it essential to capitalize on investment opportunities within the relevant supply chain.
With a positive outlook for the core new energy sector and rising prosperity in the battery industry, ongoing breakthroughs in new technologies such as solid-state batteries are encouraging. Investors are invited to consider the Battery 50ETF (159796), known for its low fees and leading scale in its category. For those looking to invest externally, linked funds are available (Class A: 012862; Class C: 012863) to easily seize low-position opportunities in the battery sector.
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