Shift in growth focus! New energy vehicle exports accelerate, ChinaAMC New Energy Vehicle ETF (515030) strengthens during trading

As of 10:12 on July 23, 2026, the Huaxia New Energy Vehicle ETF (515030) rose by 1.74%, with a latest quote of 1.579 yuan. The intraday trading volume has reached 47 million yuan, ranking first among similar products.

According to the semi-annual outlook report for new energy vehicles released by CITIC Futures in July 2026, global sales of new energy vehicles are expected to reach 23.64 million units in 2026, representing a year-on-year growth of 9%. The driving force for industry growth has shifted; the role of domestic internal demand is weakening, while export businesses and emerging markets have taken up the baton for growth. Emerging markets show strong growth potential, with full-year sales estimated at 3.84 million units, a significant year-on-year increase of 83%. High oil price volatility, regional support policies, and highly competitive domestic products have jointly activated market demand in Asia, Latin America, the Middle East, and Africa. In terms of export data, Asia and Europe are tied as the primary export destinations for Chinese new energy vehicles, each accounting for 495,000 units, while Latin America ranks third with 298,000 units.

The Huaxia New Energy Vehicle ETF (515030) is the largest ETF tracking the CSI New Energy Vehicle Index (399976). It focuses on the new energy vehicle industry chain (including lithium batteries, charging piles, and complete NEV manufacturing), anchoring on breakthroughs in solid-state battery technology, anti-involution measures, and going global. (OTC feeder funds: Class A 013013 / Class C 013014)