Thoroughly researched perspectives and commentary on the trends shaping global markets. Subscribe to Updates →
Exploring a range of subjects as diverse as our product lineup.
Insightful research and insights delivered through video.
Exploring a range of subjects as diverse as our product lineup.
13 Jun 2025
Global X China Electric Vehicle and Battery ETF (2845) Industry Update Solid May EV Sales: According to CPCA estimates, May NEV wholesale sales volume was 1.24mn, +38% YoY. By individual… By Ahn Sol, Edward Chan, Daniel Zhou, Bingyao Chan, Jeff Huang
2 Jun 2025
Global X China Biotech ETF (2820/9820) recorded strong return YTD and is among the best-performing China thematic ETFs. As we outlined in April, we believe biotech sector is showing signs… By Jeff Huang
22 May 2025
Global X China Electric Vehicle and Battery ETF (2845) Industry Update Strong April EV Sales: According to CPCA estimates, April NEV wholesale sales volume was 1.14mn, +42% YoY. By individual… By Ahn Sol, Edward Chan, Daniel Zhou, Bingyao Chan, Jeff Huang
14 May 2025
The US and China have announced to temporarily lower tariffs for 90 days (Link), with the US cutting its duties on most Chinese imports from 145% to 30%, and China… By Lizzy Liu
17 Apr 2025
Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update Solid March EV Sales: According to CPCA estimates, March NEV wholesale sales volume was 1.14mn, +37% YoY. By… By Ahn Sol, Edward Chan, Daniel Zhou, Bingyao Chan, Jeff Huang
13 Mar 2025
Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update February 25 EV sales declined sequentially on seasonality: According to CPCA estimates, February NEV retail sales volume was… By Ahn Sol, Edward Chan, Daniel Zhou, Bingyao Chan, Jeff Huang
10 Mar 2025
China’s 2025 National People’s Congress started on 5 March, and Premier Li Qiang delivered the Government Work Report (GWR) in the morning. Generally, economic targets including 2025 GDP growth (~5%… By Jeff Huang, Lizzy Liu
24 Feb 2025
Benefiting from the strong China EV sales momentum, and the continuous product innovation by leading EV and battery makers, Global X China Electric Vehicle and Battery ETF recorded substantial gains… By Jeff Huang
20 Feb 2025
On 17 Feb 2025, President Xi convened an unusual meeting with leading entrepreneurs mainly from major tech and advanced manufacturing companies. Several Global X China theme ETFs – China EV… By Lizzy Liu
19 Feb 2025
Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update January 25 EV sales declined sequentially on seasonality: According to CPCA estimates, January NEV retail sales volume was… By Ahn Sol, Edward Chan, Celia Qiu, Bingyao Chan, Jeff Huang
16 Jan 2025
Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update December EV sales another record high: According to CPCA estimates, December NEV wholesale volume reached another historical high… By Ahn Sol, Edward Chan, Daniel Zhou, Bingyao Chan, Jeff Huang
14 Jan 2025
A Strong 2024 as Bolstered by Supportive Policy China NEV wholesale volume reached 11mn units in 11M24, +37% YoY, with NEV penetration nearing 50% in November 2024. Much of the… By Jeff Huang
10 Dec 2024
Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update Strong November EV Sales: According to CPCA estimates, November NEV wholesale volume reached 1.46mn, +51% YoY1, as driven… By Ahn Sol, Edward Chan, Celia Qiu, Daniel Zhou, Bingyao Chan, Jeff Huang
9 Dec 2024
Product Name Investment Points Product Flyer HSCEI Components Covered Call Active ETF (3416) With significant economic and political events such as the US Presidential Election and Nov NPC Standing Committee… By Lizzy Liu, Jeff Huang
22 Nov 2024
With Trump victory and Republican Sweep in the US Election, potential trade war 2.0 became a real threat for China economy and stock market performance. Though a 60% tariff on… By Jeff Huang
8 Nov 2024
Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update Strong October EV Sales; NEV penetration reached 54%: According to CPCA estimates, October NEV wholesale volume reached 1.4mn,… By ETF Research Team
7 Nov 2024
China Consumer Brand ETF (2806), China EV and Battery ETF (2845), China Little Giant ETF (2815), Hang Seng High Dividend Yield (3110), HSCEI Components Covered Call Active (3416), Innovative Bluechip Top 10 (3422)
4 Nov 2024
BYD reported solid 3Q24 results on October 30 after market. 3Q24 revenue was Rmb201.1bn, +24.0% YoY and +14.2% QoQ. Notably, BYD’s quarterly revenue tops Tesla for the first time and… By Jeff Huang
31 Oct 2024
US Presidential Election is less than one week away. Current prediction markets show higher probability for a Trump Victory (66%) and Republican Sweep (49%), yet we note that both directions… By Jeff Huang, Lizzy Liu
22 Oct 2024
CATL reported solid 3Q24 results on 18 Oct after market. Net profit of Rmb13bn was +26% YoY. Excluding the one-off asset impairment of Rmb4.7bn, CATL’s 3Q24 core earnings implied c.30%… By Jeff Huang
18 Oct 2024
On 17 October, 5 China Central Government Departments hosted a press conference and unveiled additional policy stimulus to stabilize the property sector. The conference introduced incremental measures, including the launch… By Lizzy Liu, Jeff Huang
14 Oct 2024
Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update Strong September EV Sales; NEV penetration exceeded 50%: Major EV brands delivered record September Sales. BYD reported September… By Ahn Sol, Edward Chan, Celia Qiu, Daniel Zhou, Bingyao Chan, Jeff Huang
13 Oct 2024
On 12 October, Ministry of Finance (MoF) held a press conference on the topic of “Intensifying countercyclical adjustment of fiscal policy to promote high-quality economic development”. During the conference, MOF… By Lizzy Liu, Jeff Huang
8 Oct 2024
NDRC to Brief Policy Stimulus Details on 8 Oct Press Conference The strong China market rally has been bolstered by the significant policy pivot as announced by PBOC and other… By Lizzy Liu, Jeff Huang
2 Oct 2024
Following last week’s policy stimulus, China market continued to gain momentum, with investor confidence remaining robust today. On September 30, A-share trading volume reached a record Rmb2.61 trillion, marking a… By Lizzy Liu
30 Sep 2024
Investor sentiments are fuelled by the encouraging monetary and fiscal stimulus combo from central government in the past week, driving an impressive 13%/19%/15% return for HSI/HS Tech/CSI 300 since 24… By Lizzy Liu, Jeff Huang
27 Sep 2024
Just days after PBOC’s unprecedented monetary stimulus package, the first ever September politburo economic meeting held on 26 Sep came as a positive surprise and once again fueled China market.… By Lizzy Liu, Jeff Huang
19 Sep 2024
Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update Strong August EV Sales; NEV penetration exceeded 50%: According to CPCA estimate, August passenger NEV wholesale volume reached… By Ahn Sol, Edward Chan, Celia Qiu, Daniel Zhou, Bingyao Chan, Jeff Huang
16 Aug 2024
China consumer has recently received a series of policy stimuli. In July, 3rd Plenum mentioned consumption tax reform, while boosting consumption receives higher priority in Politburo meeting1. Additionally, NDRC and… By Lizzy Liu
14 Aug 2024
Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update Solid July EV Sales; NEV penetration close to 50%: According to CPCA estimate, July passenger NEV wholesale volume… By Ahn Sol, Chan Tsz Wang Edward, Qiu Chuqi, Zhou Yuan, Bingyao Chan, Yimin Huang
19 Jul 2024
Global X Asia Semiconductor ETF (3119) Global X China Semiconductor ETF (3191) Industry Update Samsung to Raise Memory Price by 15-20% in Q3, boosting Second Half Performance According to a… By Ahn Sol, Edward Chan, Celia Qiu, Daniel Zhou, Bingyao Chen, Jeff Huang
19 Jun 2024
Global X Asia Semiconductor ETF (3119) Global X China Semiconductor ETF (3191) Industry Update SMIC 1Q results better than expected, China domestic foundry gradually recover: 1Q24 Rev of US$1.75bn (+4%… By Ahn Sol, Edward Chan, Celia Qiu, Daniel Zhou, Bingyao Chen, Jeff Huang, Victor Cheung
16 May 2024
Global X Asia Semiconductor ETF (3119) Global X China Semiconductor ETF (3191) Industry Update Asia supply chain to benefit from upward CAPEX revision in key US hyperscaler on stronger AI… By Ahn Sol, Edward Chan, Celia Qiu, Daniel Zhou, Bingyao Chen, Jeff Huang, Victor Cheung
19 Apr 2024
Global X Asia Semiconductor ETF (3119) Global X China Semiconductor ETF (3191) Industry Update Asia supply chain plays a key role in Nvidia’s next-generation AI Processor: Nvidia introduced the Blackwell… By Ahn Sol, Chan Tsz Wang Edward, Qiu Chuqi, Zhou Yuan
21 Mar 2024
Q: The Solactive China Electric Vehicle and Battery Index recently rallied about 25% from its February lows. What are the reasons behind the rebound? 1) Evidence is growing that China’s… By Global X Team
21 Mar 2024
Global X Asia Semiconductor ETF (3119 HKD) Global X China Semiconductor ETF (3191 HKD) Industry Update – China domestic equipment supplier ACM Research guided optimistic outlook for 2024: Management expects… By Ahn Sol, Edward Chan, Marcus Chu, Celia Qiu, Daniel Zhou, Victor Cheung
19 Feb 2024
Global X Hang Seng Tech ETF (2837 HKD) Industry Update Hang Seng TECH Index experienced a decline of 20.2% in January, primarily driven by weakness in the Consumer Discretionary and… By Ahn Sol, Edward Chan, Marcus Chu, Celia Qiu, Daniel Zhou, Saniel Chandrawat, Victor Cheung
26 Jan 2024
Global X Hang Seng TECH ETF (2837 HKD) Industry Update The key underperforming sector was communication services as China announced new regulations on the gaming industry, which prompted a broad… By Ahn Sol, Chan Tsz Wang Edward, Chu Kam Hau, Qiu Chuqi, Zhou Yuan and Cheung Tse Ming
21 Dec 2023
[2837] Global X Hang Seng Tech ETF The Hang Seng Tech Index recorded a 3.92% gain in November as investors became increasingly hopeful on the Fed’s interest rate cuts in… By Ahn Sol, Chan Tsz Wang Edward, Chandrawat Saniel, Chu Kam Hau, Qiu Chuqi, Zhou Yuan and Cheung Tse Ming
16 Oct 2023
[2837] Global X Hang Seng Tech ETF Hang Seng Tech Index recorded a 6.2% loss in September, with oil prices surging and US Treasury yields reaching a historical high. The… By Global X Research
19 Sep 2023
[2845/9845] Global X China EV & Battery ETF Battery production to grow in July: According to the China Automotive Battery Innovation Alliance (CABIA), China’s power battery installation reached 32.2GWh in… By Global X Research
17 Aug 2023
CHINA EV SALES CONTINUES RISING TREND China passenger vehicle wholesales ended at 11.1 million units as of 1H23, +8.7% year-on-year (yoy), in which electric vehicles (EVs) accounted for 3.54 million… By Bingyao Chen
17 Aug 2023
[2845/9845] Global X China EV & Battery ETF According to the China Passenger Car Association (CPCA) data, the July China passenger car vehicle wholesale volume was 2.10mn units (-4.3% MoM/… By Global X Research
19 Jul 2023
[2845/9845] Global X China EV & Battery ETF Battery production to grow in June: China’s power battery installation reached 28.2GWh in May 2023, up 12.3% MoM and 52.1% YoY. In… By Global X Research
26 Jun 2023
In this article, Investment Analyst, Bingyao Chen, discusses the battery plant of Gotion, a Chinese battery company, in the US and its impact on the Chinese battery industry. By Bingyao Chen
2 May 2023
In this article, we debunk some myths about China’s battery industry to explain why the Global X China EV battery ETF (2845 HKD) is an attractive investment. By ETF Research Team
19 Apr 2023
We summarized the key questions on China electric vehicle (EV) and battery theme and share our thoughts in this article. By Marcus Chu
22 Mar 2023
China hosted its annual parliamentary meeting between the 5th to 13th of March 2023, revealing the country’s strategic policies in relation to its economy, trade, diplomacy, environment, and more. In… By Global X Team
17 Feb 2023
Ford and CATL are partnering to make US batteries. We explore the benefits to the Chinese battery supply chain, despite IRA rules. By Bingyao Chen & Marcus Chu
3 Jan 2023
Amid multiple global macroeconomic headwinds, our analysts explore which EV and battery sectors appear to be more resilient. By Marcus Chu & Bingyao Chen
5 Dec 2022
China Poised for Reopening In our view, China is poised for reopening and is less likely to implement stringent, extended lockdowns going forward. We believe that the National Health Commission… By Saniel Chandrawat, Daniel Zhou and Phil Lee
29 Nov 2022
New Covid and property measures confirm China’s renewed focus on economic recovery, signalling green shoots for China’s market over the coming years. By Daniel Zhou & Phil Lee
2 Nov 2022
Chinese EV & Battery names corrected in Q3 22, but our investment analysts explain why the investment thesis remains intact. By Bingyao Chen, Marcus Chu, Phil Lee
25 Oct 2022
The National Congress sets the tone for China’s long-term vision. We explore the potential implications on China’s policy direction. By Global X Team
27 Sep 2022
Investment Analyst, Marcus Chu, and Head of Asia Pacific Research, Phil S. Lee, discuss the potential implications on China’s EV and battery supply chain amidst the US IRA. By Marcus Chu & Phil S. Lee
11 Aug 2022
Investment analysts Bingyao Chen and Marcus Chu provide a review of the global electric vehicle and battery market in H1 2022. By Bingyao Chen, Marcus Chu
19 Apr 2022
Investment Analyst Marcus Chu provides an update on the key components of the electric vehicles market. By Marcus Chu
31 Mar 2022
Investment Analyst Bingyao Chen provides a review and outlook of the China EV and battery industry. By Bingyao Chen, PhD
20 Jan 2022
Lithium is the new oil, says Investment Analyst Bingyao Chen. She explains why a growing reliance on EVs is set to impact lithium supplies. By Bingyao Chen, PhD
27 Oct 2021
In this article, we would like to take a deep look at separator materials which are also an important part of EV batteries By Bingyao Chen, PhD
17 Sep 2021
Government policies and stimulus packages have been the key driver to push battery electric vehicles (BEV) adoption in the last decade. By Bingyao Chen, PhD
21 Jun 2021
Electric vehicle (EV) has become one of the most promising industries in the past decade, together with EV battery and related materials. A deep dive into the value chain will… By Bingyao Chen, PhD
10 Jun 2021
Power semiconductors are becoming increasingly important, as the rise of electric vehicle (EV) and automation is expected to create strong demand By Edward Chan
9 Feb 2021
As the name suggestions, lithium is an essential material used in lithium-ion batteries, which play an increasingly important role. By Global X Team
20 Jan 2021
Electric vehicles (EVs) have been garnering increasing interest among global investors especially given the meteoric rise of Tesla. By Mirae Asset Asia Pacific Research
7 Jul 2020
Tesla has made meaningful progress by achieving the milestone of being the world’s largest automaker. By Mirae Asset Asia Pacific Research
17 Apr 2020
The UK government recently announced a plan to bring forward a complete ban on UK sales of petrol and diesel engine vehicles to 2035 from 2040. The decision was made… By Mirae Asset Asia Pacific Research
9 Feb 2020
Key Takeaways Analysts believe that total cost parity may have been reached Battery reliability is a vital issue for consumers Battery cost is also crucial Technological advances are improving efficiency… By Mirae Asset Asia Pacific Research
26 Jun 2024
16 Jan 2023
Battery demand in China remained very solid in 2022 supported by a strong pipeline of new and competitive EV models in China. In this video, Investment Analyst Marcus Chu shares ...
21 Oct 2021
The Global X China Electric Vehicle and Battery ETF is the first electric vehicle and battery themed ETF listed in Hong Kong. Global X China Electric Vehicle and Battery ETF enables ...
24 May 2021
Chinese EV battery equipment makers are the key beneficiary as a result.
By
Contact Us Now
This website is intended for Hong Kong investors only. Your use of this website means you agree to our Terms of use. This website is strictly for informational purposes only and does not constitute a representation that any investment strategy is suitable or appropriate for an investor’s individual circumstances. In 2018, Global X was acquired by Mirae Asset Global Investments and Mirae Asset Global Investments Co., Ltd. is the parent company of Mirae Asset Global Investments (Hong Kong) Limited.
The information contained in this website is for information purposes only and does not, constitute any recommendations, offer or solicitation to buy, sell or subscribe to any securities or financial instruments in any jurisdiction. Investment involves risk. It cannot be guaranteed that the performance of the Product will generate a return and there may be circumstances where no return is generated or the amount invested is lost. Past performance is not indicative of future performance.
Before making any investment decision to invest in the Product, investors should read the Product’s prospectus for details and the risk factors. Investors should ensure they fully understand the risks associated with the Product and should also consider their own investment objective and risk tolerance level. Investors are advised to seek independent professional advice before making any investments.
Certain information contained in this website is compiled from third party sources. Whilst Mirae Asset Global Investments (Hong Kong) Limited (“Mirae Asset HK”), the Manager of the Product, has, to the best of its endeavor, ensured that such, information is accurate, complete and up-to-date, and has taken care in accurately reproducing the information. Mirae Asset HK accepts no liability for, any loss or damage of any kind resulting out of the unauthorized use of this website.
The Products are not sponsored, endorsed, issued, sold or promoted by their index providers. For details of an index provider including any disclaimer, please refer to the relevant Product’s offering documents.
The contents of this website is prepared and maintained by Mirae Asset Global Investments (Hong Kong) Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong.
Biotechnology
(852)3555 5888
Leave Us A Note