
Group 1 - The A-share market showed mixed performance on September 26, with the ChiNext New Energy ETF (Hua Xia, 159368) rising by 1.39%, driven by significant gains in stocks like Penghui Energy (over 9%), XINWANDA (over 6%), and Huabao New Energy (over 5%) [1] - The Zhongguancun Energy Storage Industry Technology Alliance reported that the bidding scale for energy storage systems reached a historical high in August, indicating strong demand in the domestic energy storage market [1] - According to Zheshang Securities, the bidding for domestic energy storage in August set a record, with expectations that large-scale energy storage demand will exceed forecasts. The project type distribution for August included independent storage (55.5%), centralized procurement (38.3%), renewable energy storage (4.5%), and user-side storage (1.8%) [1] Group 2 - The ChiNext New Energy ETF (Hua Xia, 159368) is the largest ETF tracking the ChiNext New Energy Index, covering various sectors including batteries and photovoltaics, with a significant storage component of 51% and solid-state battery content of 23.6% [2] - As of September 25, 2025, the ChiNext New Energy ETF had a total scale of 9.61 billion yuan, with a monthly average trading volume of 61.98 million yuan, making it the largest in terms of scale and trading volume among similar products [2] - The ETF features the lowest fees, with a combined management and custody fee of only 0.2%, and offers the highest flexibility with a potential price increase of up to 20% [2]