BYD, NIO, XPEV, niu 등 근래 중국 전기차시장에도 관심도가 쏠리고있습니다.
그중 CATL은 LG화학과 거의 비슷하게 전기차에 배터리를 공급하고있습니다.
그래서 소개할 ETF는 Global X China Electric Vehicle ETF (2845) 로
NAME OF SECURITIES |
EXCHANGE TICKER |
EXCHANGE |
MARKET PRICE (IN RMB) |
NUMBER OF SHARES HELD |
MARKET VALUE (IN RMB) |
NET ASSETS % |
BYD CO LTD -A |
002594 C2 |
Nth SZ-SEHK |
$168.03 |
1,507,355 |
$253,280,860.65 |
13.89% |
SHENZHEN INOVANCE TECHNOLO-A 'A'CNY1 |
300124 C2 |
Nth SZ-SEHK |
$79.00 |
2,774,561 |
$219,190,319.00 |
12.02% |
WUXI LEAD INTELLIGENT EQUI-A |
300450 C2 |
Nth SZ-SEHK |
$66.65 |
2,535,013 |
$168,958,616.45 |
9.27% |
CONTEMPORARY AMPEREX TECHN-A |
300750 C2 |
Nth SZ-SEHK |
$255.55 |
659,902 |
$168,637,956.10 |
9.25% |
EVE ENERGY CO LTD-A |
300014 C2 |
Nth SZ-SEHK |
$57.20 |
2,352,648 |
$134,571,465.60 |
7.38% |
JIANGXI GANFENG LITHIUM CO-A |
002460 C2 |
Nth SZ-SEHK |
$68.40 |
1,790,664 |
$122,481,417.60 |
6.72% |
SUNWODA ELECTRONIC CO LTD-A |
300207 C2 |
Nth SZ-SEHK |
$28.97 |
4,146,493 |
$120,123,902.21 |
6.59% |
WEIHAI GUANGWEI COMPOSITES-A |
300699 C2 |
Nth SZ-SEHK |
$72.20 |
1,529,845 |
$110,454,809.00 |
6.06% |
SHENZHEN CAPCHEM TECHNOLOG-A |
300037 C2 |
Nth SZ-SEHK |
$79.01 |
1,140,040 |
$90,074,560.40 |
4.94% |
BEIJING EASPRING MATERIAL-A |
300073 C2 |
Nth SZ-SEHK |
$49.90 |
1,355,765 |
$67,652,673.50 |
3.71% |
QINGDAO TGOOD ELECTRIC-A |
300001 C2 |
Nth SZ-SEHK |
$22.42 |
2,798,812 |
$62,749,365.04 |
3.44% |
TIANQI LITHIUM INDUSTR IND-A |
002466 C2 |
Nth SZ-SEHK |
$21.60 |
2,879,426 |
$62,195,601.60 |
3.41% |
GUOXUAN HIGH-TECH CO LTD |
002074 C2 |
Nth SZ-SEHK |
$29.66 |
2,079,019 |
$61,663,703.54 |
3.38% |
SHENZHEN YINGHE TECHNOLOGY-A |
300457 C2 |
Nth SZ-SEHK |
$29.49 |
1,529,636 |
$45,108,965.64 |
2.47% |
GUANGZHOU TINCI MATERIALS -A |
002709 C2 |
Nth SZ-SEHK |
$62.27 |
617,096 |
$38,426,567.92 |
2.11% |
SHANGHAI PUTAILAI NEW ENER-A |
603659 C1 |
Nth SSE-SEHK |
$109.50 |
299,400 |
$32,784,300.00 |
1.80% |
NIU TECHNOLOGIES-SPONS ADR NIU TECHNOLOGIES-SPONS ADR |
NIU US |
NASDAQ GM |
$212.36 |
121,270 |
$25,753,265.51 |
1.41% |
SHENZHEN KEDALI INDUSTRY C-A |
002850 C2 |
Nth SZ-SEHK |
$74.17 |
199,800 |
$14,819,166.00 |
0.81% |
ZHEJIANG YONGTAI TECH-A |
002326 C2 |
Nth SZ-SEHK |
$9.03 |
1,309,695 |
$11,826,545.85 |
0.65% |
NINGBO XUSHENG AUTO TECHNO-A |
603305 C1 |
Nth SSE-SEHK |
$40.98 |
276,800 |
$11,343,264.00 |
0.62% |
위 표에 해당된 주식들을 묶어둔 간접상품으로 BYD가 가장많은 비중을 차지하며 EVE Energy를 포함한 여러 회사들이 묶여있습니다.
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