储能市场迎多重催化，关注储能电池ETF（159566）等产品投资机会

Core Insights - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have issued the "Action Plan for Stable Growth of the Electronic Information Manufacturing Industry 2025-2026," targeting an average growth rate of around 7% for the value-added output of large-scale computer, communication, and other electronic device manufacturing industries from 2025 to 2026 [1] - The electronic information manufacturing industry is expected to achieve an annual revenue growth rate of over 5% when including related fields such as lithium batteries, photovoltaics, and components [1] Group 1 - The energy storage market is experiencing multiple catalytic factors, with the lithium battery industry entering a traditional peak season and significant increases in production scheduling across the supply chain [1] - Independent energy storage is expected to see explosive growth following policy optimization, with an anticipated year-on-year growth rate close to 30% [1] - The acceleration of global AI development is driving a surge in demand for AIDC data center support, significantly increasing requirements for power systems and liquid cooling technologies [1] Group 2 - The solid-state battery industry is progressing faster than expected, leading to a substantial increase in order volumes for equipment manufacturers and a continuous acceleration of the industrialization process [1] - The Guozheng New Energy Battery Index focuses on the energy storage supply chain, with over 35% weight on solid-state battery-related companies and nearly 30% on AIDC power and liquid cooling-related companies, which are likely to benefit from increased orders in the solid-state sector and rising energy storage demand from data center electricity consumption [1] - Recent net inflows into related products have been significant, with the energy storage battery ETF (159566) attracting 130 million yuan in the past week, positioning it as the largest in its index, facilitating investors' access to industry leaders [1]