Upstream

Cobalt & Lithium & Other Metal Materials
Ganfeng Lithium
(002460.SZ)
Western Mining
(601168.SH)
Tianqi Lithium
(002466.SZ)
Nanjing Hanrui
(300618.SZ)
China Molybdenum
(603993.SH)
Zhejiang Huayou Cobalt
(603799.SH)
Yantai Zhenghai Magnetic
Material (300224.SZ)
Guangdong Jiayuan
Technology (688388.SH)

Electrolyte
Guangzhou Tinci Materials Technology
(002709.SZ)
Shenzhen Capchem Technology
(300037.SZ)
Do-Fluoride Chemicals
(002407.SZ)
Jiangsu Guotai International Group
(002091.SZ)

Cathode Material
Beijing Easpring Material Technology
(300073.SZ)
Ningbo Shanshan
(600884.SH)
Xiamen Tungsten
(600549.SH)

Anode Material
Ningbo Shanshan
(600884.SH)
Shanghai Putailai New Energy Technology
(603659.SH)
Hunan Zhongke Electric
(300035.SZ)

Battery Separator Material
Yunnan Energy New Material
(002812.SZ)
Aerospace CH UAV
(002389.SZ)
Shenzhen Senior Technology Material
(300568.SZ)

Midstream

Battery
Contemporary Amperex Technology
(300750.SZ)
BYD Company
(002594.SZ)
Gotion High-tech
(002074.SZ)

Motor
Zhongshan Broad-Ocean Motor
(002249.SZ)
Wolong Electric Group
(600580.SH)
Zhejiang Founder Motor
(002196.SZ)
Shenzhen V&T Technologies
(300484.SZ)

Electric Control
Wanxiang Qianchao
(000559.SZ)
Shenzhen Inovance Technology
(300124.SZ)

Cathode Material
Zhejiang Sanhua Intelligent Controls
(002050.SZ)
Zhejiang Yinlun Machinery
(002126.SZ)
Aotecar New Energy Technology
(002239.SZ)
Ningbo Xusheng Auto Technology
(603305.SH)
Hongfa Technology
(600885.SH)
Ningbo Joyson Electronic
(600699.SH)
Ningbo Xusheng Auto Technology
(603305.SH)

Downstream

Passenger Vehicle
SAIC Motor
(600104.SH)
Guangzhou Automobile
(601238.SH)
Chongqing Changan Automobile
(000625.SZ)
Anhui Jianghuai Automobile
(600418.SH)

Business Vehicle
Zhengzhou Yutong Bus
(600066.SH)
DongFeng Automobile
(600006.SH)
Xiamen King Long Motor
(600686.SH)

Charging Station
Suzhou Industrial Park Heshun Electric
(300141.SZ)
Qingdao TGOOD Electric
(300001.SZ)
Shenzhen Auto Electric Power Plant
(002227.SZ)
East Group
(300376.SZ)

Upstream

Silicon
Longi Green Energy Technology
(601012.SH)
Tongwei
(600438.SH)
Zhejiang Jingsheng Mechanical & Electrical
(300316.SZ)

Silicon Wafer
Longi Green Energy Technology
(601012.SH)
Tianjin Zhonghuan Semiconductor
(002129.SZ)
Wuxi Shangji Automation
(603185.SH)

Midstream

Solar Cells
Tongwei
(600438.SH)
Shanghai Aiko Solar Energy
(600732.SH)
Jiangsu Akcome Science & Technology
(002610.SZ)
Shenzhen Topraysolar
(002218.SZ)

Solar Module
Longi Green Energy Technology
(601012.SH)
JA Solar Technology
(002459.SZ)
Trina Solar
(688599.SH)
Risen Energy
(300118.SZ)

Downstream

Solar Power Station Operation
Zhejiang Chint Electrics
(601877.SH)
Jiangsu Linyang Energy
(601222.SH)
CECEP Solar Energy
(000591.SZ)
Sungrow Power Supply
(300274.SZ)
Jinko Power Technology
(601778.SH)

Upstream

Material and Parts
Sinoma Science & Technology
(002080.SZ)
Riyue Heavy Industry
(603218.SH)
Titan Wind Energy (Suzhou)
(002531.SZ)
Shenzhen Hopewind Electric
(603063.SH)
SEC Electric Machinery
(603988.SH)
Shandong Shuangyi Technology
(300690.SZ)
Jinlei Technology
(300443.SZ)

Midstream

Wind Turbine
Xinjiang Goldwind Science&Technology
(002202.SZ)
Ming Yang Smart Energy Group Limited
(601615.SH)
Shanghai Electric Group
(601727.SH)

Downstream

Wind Power Station Operation
Dongfang Electric
(600875.SH)
Huadian Heavy Industries
(601226.SH)
Fujian Funeng
(600483.SH)