Core Insights - The National Development and Reform Commission and the National Energy Administration have issued a new action plan for large-scale construction of new energy storage, aiming for an installed capacity of over 180 million kilowatts by 2027, with direct investments of approximately 250 billion yuan [1] Group 1: Industry Developments - The action plan emphasizes lithium-ion battery storage as the primary technology route, which is expected to enhance the performance of related companies in the energy storage industry [1] - The new policy is likely to stimulate significant investment and growth within the energy storage sector, particularly benefiting companies involved in lithium-ion battery production and related technologies [1] Group 2: Market Performance - As of September 15, the Kexin New Energy ETF (588830.SH) has seen a slight increase of 0.20%, indicating positive market sentiment towards new energy stocks [1] - Notable stock performances include: - Weiduo Nano up by 11.03% - Rongbai Technology up by 3.39% - Canadian Solar up by 2.48% - Wanrun New Energy up by 8.13% - Pylon Technologies up by 2.57% [1]
科创新能源ETF(588830)政策利好催化上涨，储能产业链相关企业表现活跃
Xin Lang Cai Jing·2025-09-15 05:51