Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-07-29 05:09Group 1 - The electric equipment industry is benefiting from the commencement of the Yarlung Tsangpo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan, expected to drive investments of 150 billion yuan in UHV and 30 billion yuan in GIL, leading to significant profit elasticity for related companies [1] - In June, the export value of electric equipment reached 6.76 billion USD, a year-on-year increase of 21%, with transformer and high-voltage switch exports growing by 46% and 29% respectively, indicating sustained high demand in overseas markets [1] - In the battery sector, the commercialization of semi-solid and all-solid-state batteries based on oxide polymer routes is anticipated to lead the market, offering better safety than liquid batteries while improving energy density and cycle life with limited cost increases [1] Group 2 - The active bidding for electrolyzers saw a significant increase in June, with an addition of 568 MW, accelerating green hydrogen projects, and the application of methanol fuel in shipping is promoting the consumption of green hydrogen, highlighting opportunities for hydrogen production equipment and green alcohol operators [1] - The ChiNext New Energy ETF (159387) tracks the Innovation Energy Index (399266), which can experience daily fluctuations of up to 20%, focusing on companies in the renewable energy and related technology sectors, including solar, wind, energy storage, and electric vehicles, reflecting the performance of companies with technological innovation capabilities and growth potential [1]