On June 1st, the new energy industry chain collectively strengthened. As of 9:57 AM, the Battery ETF China Merchants (561910) surged 2.38% with an intraday high of 2.71%. Among the major weighted stocks, CATL rose 2.36%, EVE Energy soared 4.32%, Tianneng Battery increased 3.19%, Sungrow Power rose 1.89%, and Shanhua Intelligent Control slightly fell by 0.63%.

According to the brokerage's recommended stock list, CATL has been recommended as a June stock by multiple brokerages, reflecting institutions' recognition of its performance certainty and valuation attractiveness. The announcement from the National Standardization Administration indicates that 102 national standards for power batteries will officially be implemented starting today, covering defect monitoring, safety assessment, and other aspects, which is expected to accelerate the elimination of backward production capacity. Data from the China Federation of Logistics and Purchasing shows that the steel PMI for May is 47.9%, a decrease of 1.3 percentage points month-on-month.

Analysis points out that CATL has received concentrated recommendations from institutions, and the implementation of national standards for power batteries promotes high-quality development in the industry, sustaining the prosperity of the new energy industry chain. The configuration value of the Battery ETF China Merchants (561910) and the New Energy Vehicle ETF China Merchants (159183) is highlighted.

It is understood that the Battery ETF China Merchants (561910) focuses on the CSI Battery Theme Index, heavily investing in core targets such as CATL, Sungrow Power, and Shanhua Intelligent Control; the New Energy Vehicle ETF China Merchants (159183) tracks the CSI New Energy Vehicle Index, covering high-quality leading enterprises in lithium batteries, charging piles, complete vehicles, and more