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20cm速递|新能源景气回升,创业板新能源ETF华夏(159368)大涨7%

Group 1 - The A-share market showed mixed performance on September 5, with over 3,300 stocks rising, while sectors like power equipment, non-ferrous metals, and machinery led the gains, and sectors such as comprehensive, retail, and banking faced declines [1] - The renewable energy sector is experiencing a recovery, with the ChiNext Renewable Energy ETF (159368) surging by 7%, and its holdings, including companies like Yunda Co., Ltd. and Xianlead Intelligent, seeing increases of over 17% and 15% respectively [1] - The increase in raw material prices has led to price hikes among some battery cell manufacturers, driven by strong domestic and overseas energy storage demand, indicating a sustainable price increase trend [1] Group 2 - The ChiNext Renewable Energy ETF (159368) is the first ETF in the market tracking the ChiNext Renewable Energy Index, covering various segments of the renewable energy and electric vehicle industries, with a low management fee of 0.15% and a custody fee of 0.05%, making it an attractive investment option [2] - The overseas energy storage market is expected to see significant demand growth, particularly in Europe, where new installations are projected to reach 30 GWh this year, a 36% increase year-on-year [1] - The domestic energy storage supply chain is gaining a competitive edge, with increasing global market share in battery cells and energy storage systems, while many overseas manufacturers are heavily reliant on Chinese supply chains [1]