Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-09-03 03:19Group 1 - The core viewpoint is that the demand for power and energy storage is increasing both domestically and internationally, leading to a rise in production and shipment volumes in the power equipment and battery industry, with lithium battery material prices expected to stabilize and rebound [1] - Solid-state batteries are identified as the next generation of battery technology due to their high energy density and safety advantages, with an accelerated industrialization process anticipated across the entire supply chain including equipment, materials, and batteries [1] - Wind and solar power generation are highlighted as key pillars of energy transition, with installed capacity during the 14th Five-Year Plan period expected to increase significantly, achieving an average annual growth rate of 28%, and a notable 80.7% year-on-year increase in cumulative solar power installations [1] Group 2 - The AIDC high-power consumption trend is driving the evolution of power supply technology towards SST direct current architecture, presenting new development opportunities for power equipment companies [1] - The Guotai New Energy ETF (159387) tracks the Innovation Energy Index (399266), which has seen a 20% fluctuation, reflecting the overall performance of listed companies involved in clean energy production, storage, transmission, and application [1] - The Innovation Energy Index focuses on the fields of renewable energy and related technologies, emphasizing technological innovation and sustainable development, with a sector allocation leaning towards solar energy, wind energy, electric vehicles, and their supply chains [1]