Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-09-29 05:18Core Viewpoint - The A-share market is experiencing a collective rise, particularly in the new energy sector, driven by strong performance in specific stocks and significant capital inflow into the创业板新能源ETF华夏 (159368) [1][2] Group 1: Market Performance - As of September 29, 2025, the创业板新能源ETF华夏 (159368) has increased by 3.11%, with leading stocks like 湖南裕能 and 上能电气 rising over 10% [1] - The ETF has attracted significant capital, with 232 million yuan in inflows over the past five trading days and 556 million yuan over the last ten days [1] Group 2: Technological Advancements - A breakthrough in solid-state battery technology has been reported by Tsinghua University, focusing on a new fluorinated polyether electrolyte that supports the development of high-safety, high-energy-density solid-state lithium batteries [1] Group 3: Industry Outlook - CITIC Securities remains optimistic about the energy storage and lithium battery sectors, citing unexpected domestic energy storage demand driven by the expansion of renewable energy and new pricing policies [2] - The demand for energy storage is shifting from mandatory renewable integration to economic drivers, with overseas markets, particularly outside the U.S., continuing to see rapid growth [2] - The core challenge for the lithium battery sector is whether sustained energy storage demand can support a 20% growth forecast for 2026 [2] Group 4: ETF Characteristics - The创业板新能源ETF华夏 (159368) is the first ETF tracking the创业板新能源 index and features the lowest fees among similar products, with a total management and custody fee of only 0.2% [3] - As of September 26, 2025, the fund's size reached 1.009 billion yuan, with an average daily trading volume of 65.75 million yuan over the past month [3] - The ETF has a significant allocation to energy storage (51%) and solid-state batteries (30%), aligning with current market trends [3]