20cm速递|创业板新能源ETF国泰(159387)涨超2.0%,锂电材料价格或推动行业增长

Group 1 - The price of lithium iron phosphate increased by 7.76% month-on-month, while lithium hydroxide rose by 13.91% in the same period. The weekly increase for electrolytic cobalt was 8.91%, and the prices of square power cells (both ternary and lithium iron phosphate) remained stable [1][1][1] - The Central Committee of the Communist Party of China emphasized the need for legal governance of enterprises to curb disorderly competition and promote capacity governance in key industries, which may impact the supply and demand dynamics in the power equipment and battery sectors [1][1][1] Group 2 - The Guotai New Energy ETF (159387) tracks the Innovation Energy Index (399266), which can experience daily fluctuations of up to 20%. This index focuses on the clean energy and technology innovation sectors, selecting listed companies involved in clean energy, energy-saving technologies, and related equipment manufacturing, particularly those with high growth potential and innovation capabilities [1][1][1] - The industry allocation primarily covers solar energy, wind energy, electric vehicles, and related supply chains, aiming to reflect the overall performance of the new energy sector [1][1][1]