
Core Viewpoint - The A-share market is experiencing a positive trend with over 2,200 stocks rising, driven by three main themes in the new energy sector: policy and demand-driven energy storage, technological breakthroughs in solid-state batteries, and improved supply-demand dynamics in lithium mining [1] Group 1: Market Performance - On September 10, 2025, all three major A-share indices turned positive, with communication, electronics, and media sectors leading the gains, while comprehensive, power equipment, and chemical sectors lagged [1] Group 2: New Energy Sector Insights - The current new energy market rally is focused on three core themes: energy storage driven by policy and demand, accelerated production in solid-state batteries, and improved supply-demand conditions in lithium mining [1] - The Huaxia New Energy ETF (159368) has reached a scale of 246 million yuan, making it the largest in its category, with a total management and custody fee of only 0.2%, the lowest among peers [1] - The Huaxia New Energy ETF is the first ETF tracking the new energy index on the ChiNext board, covering various segments of the new energy and electric vehicle industries, including batteries and photovoltaics, with a strong growth potential [1]