科创新能源ETF(588830)涨超3.5%，锂电板块景气度持续
Xin Lang Cai Jing·2025-09-29 07:50

Core Insights - The strong performance of the new energy sector is highlighted by the significant increase in the Shanghai Stock Exchange Sci-Tech Innovation Board New Energy Index, which rose by 3.47% as of September 29, 2025 [1] - The lithium battery sector shows continued growth, with average production rates for batteries and materials increasing both month-on-month and year-on-year [1][2] - High demand in both energy storage and power sectors is indicated by substantial increases in shipments and orders for energy storage batteries and electric vehicle batteries [2] Group 1: Market Performance - The Shanghai Sci-Tech Innovation Board New Energy Index (000692) saw a notable increase of 3.47%, with key stocks such as Wanrun New Energy (688275) rising by 20.00% and TianNai Technology (688116) by 14.36% [1] - The Sci-Tech Innovation New Energy ETF (588830) also experienced a rise of 3.50%, reaching a latest price of 1.54 yuan [1] Group 2: Production and Demand - According to Xinluo Lithium Battery data, the average production rates for batteries and materials in September showed increases: battery production up by 7.2% month-on-month and 44.9% year-on-year, with similar trends in other components [1] - The energy storage sector reported a global shipment of 226 GWh in the first half of the year, marking a 97% year-on-year increase, with domestic orders exceeding 160 GWh, up by 220.28% [2] - The power battery installation volume reached 504.4 GWh in the first half of the year, reflecting a 37.3% year-on-year growth, with the new energy vehicle market entering a traditional sales peak [2] Group 3: Index Composition - As of August 29, 2025, the top ten weighted stocks in the Shanghai Sci-Tech Innovation Board New Energy Index accounted for 48.15% of the index, including companies like JinkoSolar (688223) and Trina Solar (688599) [3] - The Sci-Tech Innovation New Energy ETF closely tracks the performance of the New Energy Index, which includes 50 major companies in solar, wind, and new energy vehicles [2][3]