科创新能源ETF(588830)大涨近3%领跑板块，储能及HVDC产业链多点开花

Group 1 - Keda's H1 net profit attributable to shareholders reached 255 million yuan, with Q2 growth of 52% exceeding expectations, driven by improved gross margins in energy storage and significant potential profit increments from HVDC business [1] - Tongfei's overseas energy storage business accounts for 60%, with data center operations collaborating with Taiwanese manufacturers [1] - Invek's liquid cooling systems have received certifications from Google and others [1] Group 2 - Foster's film is expected to enter a price increase cycle, with BC film holding a significant market share, and electronic materials growing at over 30%, while aluminum-plastic film's potential remains to be unlocked [1] - HVDC technology is driven by the demand for renewable energy consumption, accelerating the growth of the industrial chain through ultra-high voltage projects [1] - The AI power supply and HVDC market space is vast, with significant potential profit contributions from Keda's North American and French clients, alongside increased attention on wind power and the European renewable energy chain [1] Group 3 - According to research from Aijian Securities, the global energy storage cell shipment volume in 2024 is expected to show a concentration trend among leading companies, with CATL, EVE Energy, and BYD ranking in the top three, and CR3 exceeding 50%, while EVE Energy surpasses BYD to become the second in the industry [1] - Northeast Securities focuses on the evolution of solid-state battery technology, noting that dry electrode processes enhance preparation efficiency through high-speed grinding and mixing, significantly increasing the value of front-end equipment, with Tesla's acquisition of Maxwell adopting the binder fiberization method as the mainstream solution [1]