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20cm速递|外资看好中国储能发展,创业板新能源ETF华夏(159368)涨超2%,同类规模第一
Mei Ri Jing Ji Xin Wen·2025-09-23 02:49

Group 1 - The core viewpoint of the news highlights the positive outlook for global energy storage systems (ESS), with Citigroup raising its demand forecast from 177.8 GWh in 2024 to an estimated 360.2 GWh by 2027, reflecting a compound annual growth rate of 26.5% over three years. The forecast for 2025 indicates a year-on-year growth of 37% to 243.7 GWh [1] - Foreign investment is optimistic about the development of energy storage in China, driven by increasing market demand, accelerated electricity needs in the U.S., a larger storage market in Europe, and deployment in emerging markets to address power shortages [1] Group 2 - The ChiNext New Energy ETF (159368) is the first ETF in the market tracking the ChiNext New Energy Index, covering various sectors including batteries and photovoltaics. It has the highest flexibility with a maximum increase of 20 cm, the lowest fee rate at a total of 0.2% for management and custody fees, and the largest scale with 770 million yuan as of September 22, 2025 [2] - The ETF has a significant storage component of 51% and solid-state battery content of 23.6%, aligning with current market trends [2]