科创新能源ETF(588830)上涨近1%，2025世界储能大会召开

Core Insights - The Shanghai Stock Exchange Sci-Tech Innovation Board New Energy Index (000692) has shown positive performance with significant increases in constituent stocks such as Micro导纳米 (688147) up by 5.04%, SANY Renewable Energy (688349) up by 4.66%, and others [1] - The 2025 World Energy Storage Conference highlighted discussions on new energy storage technologies, with lithium batteries expected to remain the dominant technology in the next decade, while sodium batteries also have high market expectations [1] Industry Developments - Domestic energy storage system price reductions are enhancing economic viability, shifting demand from policy-driven to market-driven since the issuance of the notice on promoting high-quality development of new energy [2] - The average abandonment rates for wind and solar energy in the first half of 2025 were reported at 6.6% and 5.7% respectively, with some provinces exceeding 10%, indicating a growing need for energy storage solutions [2] - Economic feasibility of solar power stations with energy storage is improving, with an internal rate of return (IRR) of 6.67% when the EPC cost is 1.05 yuan/Wh and peak-valley price difference is 0.6 yuan/kWh [2] Index Composition - As of August 29, 2025, the top ten weighted stocks in the New Energy Index accounted for 48.15% of the index, including companies like JinkoSolar (688223) and Trina Solar (688599) [3] - The New Energy ETF (588830) closely tracks the New Energy Index, which includes 50 large-cap stocks from the solar, wind, and new energy vehicle sectors [2][3]