Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-09-23 07:10Group 1 - The A-share market experienced a collective pullback, with the ChiNext New Energy ETF (159368) showing a slight decline of 0.07% after a significant increase of over 22% in the past 20 days [1] - The ChiNext New Energy ETF has attracted substantial capital, raising 293 million yuan in the last 5 trading days and 543 million yuan in the last 10 days, with an average daily trading volume of 50.09 million yuan over the past month, significantly higher than similar products [1] - The new energy storage industry is seeing favorable developments, with a plan to achieve a new energy storage installation capacity of over 180 million kilowatts by 2027, driving direct investment of approximately 250 billion yuan [1] Group 2 - The domestic energy storage demand is on the rise, with over 200 GWh of energy storage (including DC-side equipment) procurement completed from January to July 2025, and a significant year-on-year increase of 45% in July [1] - Chinese companies signed 189 contracts for overseas energy storage cooperation from January to September 2025, totaling over 19.6 GW/208.09 GWh, with leading companies like CATL, BYD, and Hichain Energy showing strong performance [1] - Major battery manufacturers are experiencing full orders and tight capacity, with some manufacturers nearing full order books for energy storage batteries in 2026, indicating a potential recovery in profitability for the domestic energy storage business in 2025 [2] Group 3 - The ChiNext New Energy ETF (159368) is the largest ETF tracking the ChiNext New Energy Index, covering various sectors including batteries and photovoltaics, with a total scale of 770 million yuan as of September 22, 2025 [3] - The ETF has the highest trading volume among similar products, with an average daily trading volume of 56.95 million yuan in the past month, and a management and custody fee of only 0.2% [3] - The ETF's composition includes 51% energy storage and 23.6% solid-state batteries, aligning with current market trends [3]