THXN(SZ:300390) Xin Lang Cai Jing·2025-09-05 06:47Group 1 - The core viewpoint of the news highlights the strong performance of the New Energy ETF (516160), which has seen an increase of 8.34% and is experiencing active trading with a turnover of 11.05% and a transaction volume of 584 million yuan [1] - The China Securities New Energy Index has risen by 7.55%, with significant gains in constituent stocks such as Better Energy (22.32%), Tianhua New Energy (20.01%), and Xianlead Intelligent (20.01%) [1] - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have issued a plan for stable growth in the electronic information manufacturing industry for 2025-2026, targeting an average growth rate of around 7% for major electronic equipment manufacturing [1] Group 2 - Data from Huachuang Securities indicates that social security funds have been increasing their holdings in the power equipment sector, reflecting a preference for long-term investment in the new energy sector [2] - The basic pension funds also heavily invested in power equipment-related companies in the second quarter of 2025, further confirming the attractiveness of this sector among institutional investors [2] - Zhongyuan Securities notes that recent policy designs and initiatives from relevant departments aim to enhance the global competitiveness of China's new energy vehicle and lithium battery industries [2]