新型储能行动方案于近日落地，储能电池ETF（159566）九月以来“吸金”超10亿元

Group 1 - The core viewpoint of the news highlights a decline in battery-related indices, with the China Securities Battery Theme Index down by 0.2% and both the National Securities New Energy Vehicle Battery Index and the National Securities New Energy Battery Index down by 1.0% [1] - The Storage Battery ETF (159566) has seen a net subscription of 63 million shares today, continuing a trend of significant inflow since September, totaling over 1 billion yuan [1] - The National Development and Reform Commission and the National Energy Administration have released a plan aiming for a new energy storage capacity of 180 million kilowatts by 2027, which is expected to drive direct investments of 250 billion yuan [1] Group 2 - According to Zheshang Securities, the recent implementation of the new energy storage action plan in China, along with global storage demand surges, is likely to enhance the market mechanism for new energy storage and improve business models [1] - The comparison of battery-related indices shows that the National Securities New Energy Battery Index focuses on energy storage and battery systems, with a composition of 65% in storage systems and 35% in battery manufacturing, while the National Securities New Energy Battery Index has no allocation in storage systems [2] - Over the past year, the National Securities New Energy Battery Index has increased by 86%, while the National Securities New Energy Battery Index has risen by 93%, indicating strong performance in the sector [2]