Sungrow Power Supply(SZ:300274) Xin Lang Ji Jin·2025-09-03 12:02Core Viewpoint - The dual innovation leader ETF (588330), which encompasses high-growth leaders from the Sci-Tech Innovation Board and the ChiNext, has shown significant resilience and outperformance in the current market rally, with a cumulative increase of 70.59% since its low point on April 8, 2025, surpassing other broad indices [3][4]. Group 1: ETF Performance - The dual innovation leader ETF (588330) recorded a 1.93% intraday increase and closed up 0.84% on September 3, 2025, with a trading volume of 74.4 million yuan, indicating active trading [1]. - Since the low on April 8, 2025, the ETF's underlying index has outperformed the Sci-Tech Innovation Index (50.51%) and the ChiNext Index (60.43%) [3][4]. Group 2: Sector Highlights - In the energy storage sector, companies like Sungrow Power Supply Co., Ltd. and EVE Energy Co., Ltd. have seen significant gains, with Sungrow leading at over 15% and EVE at over 12% [5]. - The photovoltaic sector is experiencing a surge, with a doubling of installations expected in the first half of 2025, driven by a wave of demand [6]. - In the optical module sector, leading companies have reported substantial revenue growth, with NewEase's revenue increasing by 282.64% year-on-year and net profit by 355.68% [6]. Group 3: Market Outlook - Analysts predict that the market may experience a phase of consolidation after previous gains, but active trading and favorable policy expectations will support market conditions [7]. - The focus for future investments is on three main themes: improvement in supply-demand dynamics and industry profitability, domestic consumption under supportive policies, and advancements in technology sectors such as AI and semiconductors [7].