Sou Hu Cai Jing·2025-06-30 06:02Group 1: ETF Performance and Liquidity - The New Energy ETF has a turnover rate of 1.64% with a transaction volume of 14.5887 million yuan as of June 27 [3] - Over the past year, the average daily transaction volume of the New Energy ETF is 35.6371 million yuan, with a recent weekly scale increase of 1.9363 million yuan [3] - The net value of the New Energy ETF has increased by 8.10% over the past year, with the highest monthly return since inception being 25.07% and the longest consecutive monthly increase being 2 months [3] Group 2: Valuation Metrics - The valuation of the index tracked by the New Energy ETF, the CSI New Energy Index, is at a historical low, with the latest price-to-book ratio (PB) at 2.05 times, which is lower than 86.85% of the time over the past five years [3] Group 3: Stock Performance - Notable stock performances include: - Contemporary Amperex Technology Co., Ltd. (宁德时代) with a rise of 0.26% [5] - Sungrow Power Supply Co., Ltd. (阳光电源) with an increase of 3.62% [5] - Longi Green Energy Technology Co., Ltd. (隆基绿能) with a rise of 2.68% [5] - The top ten weighted stocks in the CSI New Energy Index account for 44.89% of the index, including major players like Ningde Times and Sungrow [6] Group 4: Market Developments - The electricity spot market trial in Henan province is underway from June 19 to June 27, aiming to optimize resource allocation and improve price connections between long-term and spot electricity markets [5] - Xinjiang's new energy electricity price market reform is expected to lead to a lower price floor for incremental projects, with a high probability of approaching 0.150 yuan per kilowatt-hour [6]