20cm速递｜上能电气20CM涨停，创业板新能源ETF华夏（159368）上涨3.58%

Group 1 - The A-share market showed mixed performance on September 3, with the ChiNext New Energy ETF (159368) rising by 3.58%, driven by strong performances from stocks like Neng Electric and Sungrow Power, which saw gains of 20% and over 15% respectively [1] - There has been an explosive growth in overseas energy storage demand this year, leading to a surge in orders for domestic energy storage cell manufacturers, resulting in full production capacity and a situation where some companies report "one cell is hard to find" [1] - According to CITIC Securities, the overseas energy storage market, particularly in Europe and the US, is expected to see a significant increase in demand due to the energy transition and the rising share of renewable energy [1] Group 2 - The ChiNext New Energy ETF (159368) is the first ETF in the market tracking the ChiNext New Energy Index, which covers various sectors including batteries, photovoltaics, and semiconductors, indicating strong growth potential and alignment with "anti-involution" policies [2] - The management fee for the ChiNext New Energy ETF is 0.15%, and the custody fee is 0.05%, totaling 0.2%, making it one of the lowest fee products in its category, facilitating quick investment opportunities in the new energy sector [2]