Core Viewpoint - The strong performance of the ChiNext and STAR Market is driven by the hard technology sector, with significant inflows into the Double Innovation Leader ETF, indicating investor confidence in future growth [1][3] Market Performance - The Double Innovation Leader ETF (588330) saw a peak intraday increase of 1.85% and is currently up 1.3%, with a single-day inflow of 26.1 million yuan on September 26 [1] - Key stocks such as Yiwei Lithium Energy, Sungrow Power Supply, and Jiangbolong experienced gains of over 8%, 5%, and 4% respectively, with major inflows into stocks like Zhongji Xuchuang and Xinyisheng [1] Industry Trends - Solid-state battery materials have seen breakthroughs, and domestic energy storage demand remains strong, with leading companies operating at full capacity and some orders extending into early next year [3] - The global demand for energy storage batteries is projected to reach 521 GWh in 2025 and 710 GWh in 2026, with year-on-year growth of 60% and 36% respectively, while industry capacity utilization remains high at 80-90% [3] - The AI computing revolution is reshaping the storage chip industry, leading to price increases from major companies like Samsung and Micron due to supply shortages [3] Investment Strategy - Investing in broad-based indices like the Double Innovation Leader ETF allows for risk diversification across various technology sectors, capturing overall trends and avoiding pitfalls of individual stock volatility [6] - The ETF focuses on strategic emerging industries, including new energy, semiconductors, and medical devices, providing a low-entry barrier for investors to access top-tier technology stocks [6]
固态电池+储能+存储芯片,囊括科技热门赛道!双创龙头ETF(588330)上探1.85%,单日吸金2610万元
Xin Lang Ji Jin·2025-09-29 03:31