Venture(US:VEMLY) Sou Hu Cai Jing·2025-08-06 06:35Group 1 - The photovoltaic industry chain is experiencing a price increase, with silicon material prices rising steadily, while the increase in N-type silicon material prices has narrowed [1] - Prices for silicon wafers and battery cells continue to rise, with a slight increase in module prices, indicating ongoing cost transmission, although there remains a competitive atmosphere at the end-user level [1] - The mandatory national standards for the energy storage industry have come into effect, driving a transition from "cost-first" to "safety-first," with high demand for energy storage in the domestic market and unexpected bidding in Europe [1] Group 2 - The hydrogen energy industry is accelerating, with the entire "production-storage-transportation-usage" chain included in the central bank's green finance support directory, and the construction of salt cavern hydrogen storage projects is underway [1] - In the wind power sector, multiple regions are releasing large-scale offshore wind projects, and deep-sea layouts are being accelerated [1] - LG has signed a large supply contract for LFP batteries, while lithium carbonate prices have declined, suggesting a focus on stable profitability in the battery sector [1] Group 3 - Microsoft and Meta have raised their capital expenditure expectations, indicating opportunities in the AIDC power equipment sector [1] - Overall, various segments of the new energy industry are showing structural growth, driven by policies and technology for high-quality development [1] - The Guotai New Energy ETF (159387) tracks the Innovation Energy Index (399266), which has a 20% fluctuation, reflecting the performance of representative companies in clean energy, energy-saving technology, and new energy vehicles [1]