Mei Ri Jing Ji Xin Wen·2025-09-23 03:57Group 1 - The core viewpoint of the news highlights the positive market performance of the China New Energy ETF (159368), which saw a 3.29% increase, with significant gains in its holdings such as Teruid (20CM limit up), XWANDA (up over 8%), and others [1] - Foreign investment is optimistic about the development of energy storage in China, with Citigroup raising its forecast for global energy storage system (ESS) demand 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 [1] - The expected year-on-year growth for 2025 is projected at 37%, reaching 243.7 GWh, driven by increasing market demand in China, accelerated electricity demand in the US, a larger storage market in Europe, and deployment in emerging markets to address power shortages [1] Group 2 - The China New Energy ETF (159368) is the largest ETF fund tracking the New Energy Index in the market, with the only fund having off-market connections [2] - The ETF covers various sectors within the new energy and new energy vehicle industries, including batteries and photovoltaics, with a maximum elasticity allowing for a 20cm increase [2] - As of September 22, 2025, the fund's scale reached 770 million yuan, with an average daily trading volume of 56.95 million yuan over the past month, and a storage component of 51% and solid-state battery component of 23.6%, aligning with current market trends [2]