科创新能源ETF(588830)大涨超2.5%领跑板块，储能及HVDC产业链多点开花

Group 1 - The core viewpoint of the news highlights the positive performance of the Kexin New Energy ETF and its associated index, driven by significant gains in key component stocks such as Hangke Technology and Xianhui Technology [1] - Keda's H1 net profit attributable to shareholders reached 255 million yuan, with a 52% year-on-year increase in Q2, driven by improved gross margins in the energy storage business and significant potential profit increments from HVDC代工业务 [1] - Foster's film is expected to enter a price increase cycle, with BC film holding a high market share and electronic materials growing over 30%, while aluminum-plastic film potential remains to be released [1] Group 2 - The research from Aijian Securities indicates a concentration trend in global energy storage cell shipments for 2024, with CATL, Yiwei Lithium Energy, and BYD ranking as the top three, and CR3 exceeding 50% [2] - Northeast Securities focuses on the evolution of solid-state battery technology, noting that dry electrode processes enhance preparation efficiency, with significant value added in front-end equipment [2] - The news mentions various related products and stocks, including Kexin New Energy ETF and several other ETFs and individual stocks in the renewable energy sector [2]