科创新能源ETF(588830)早盘涨0.9%，光伏自律配额调整叠加储能出海加速

Group 1: Industry Developments - The photovoltaic industry self-discipline meeting decided to remove Hongyuan from the self-discipline list and set the Q4 silicon rod quota at 21%, with companies exceeding the quota required to rectify [1] - Haibo Shichuang plans to ship 3-5 GWh overseas and 13-15 GWh for independent energy storage domestically, securing 70% of battery supply for next year while focusing on software development and overseas market expansion [1] - Shuangdeng Co.'s data center energy storage revenue increased by 113% year-on-year, with partnerships with Alibaba and ByteDance, and is developing immersion lithium batteries, bidding in the North American market through its Malaysian factory [1] - Congsheng Co. expects to turn profitable in the third quarter for its energy storage inverter business, targeting revenue of 500 million yuan by 2026, while also entering the robot harmonic reducer business [1] Group 2: Market Performance - As of September 24, 09:34, the Kexin New Energy ETF (588830.SH) rose by 0.90%, and its related index Kexin New Energy (000692.SH) increased by 0.84% [1] - Among major constituent stocks, Jiao Cheng Ultrasonic rose by 11.39%, Hai Mu Xing by 4.29%, Wei Dao Nano by 4.71%, Xia Tung New Energy by 1.74%, and Pai Neng Technology by 2.40% [1] Group 3: Battery Industry Insights - Dongwu Securities noted a strong leadership pattern in the power battery industry, with CATL actively expanding overseas capacity, planning to reach 130 GWh by 2030, covering regions like Germany and Hungary [2] - Second-tier manufacturers such as Yiwei Lithium Energy focus on Hungary and Malaysia, while Zhongxin Innovation plans for Portugal, with capacity targets of 50 GWh and 20 GWh respectively [2] - In terms of profitability, CATL's net profit margin increased by 3 percentage points year-on-year to 17% in H1 2025, while Ruipu Lanjun significantly reduced losses with a gross margin increase of 5 percentage points, and Yiwei Lithium Energy's net margin declined by 4 percentage points [2] - The trend towards larger energy storage cells is accelerating, with leading companies improving IRR by 6-8 percentage points due to stability advantages, and solid-state battery technology expected to enter small-scale production by 2027 [2]