新能源板块强势回归，新能源车ETF（515030）创两年新高，富临精工20CM涨停

Core Viewpoint - The A-share market continues to rise, with strong performance in the new energy sector, particularly in lithium batteries, energy storage, and power batteries, driven by favorable policies and increasing demand [1] Group 1: Market Performance - As of 10:00 AM, the New Energy Vehicle ETF (515030) increased by 2.11%, reaching a nearly two-year high in the secondary market [1] - Key stocks such as Fulin Precision (20% limit up), Huayou Cobalt (10% limit up), and others like Hanrui Cobalt and Hunan Youneng saw gains exceeding 9% [1] Group 2: Policy and Investment - The recently released "Special Action Plan for Large-Scale Construction of New Energy Storage (2025-2027)" aims for a new energy storage installed capacity of over 180 million kilowatts by 2027, driving direct project investments of approximately 250 billion yuan [1] Group 3: Demand Dynamics - According to Guojin Securities, entering the "Silver October" phase, the downstream demand for lithium batteries shows strong continuity, with market growth momentum being continuously released [1] - The energy storage sector is driven by both domestic and overseas demand, while the new energy vehicle market is entering a peak consumption season, significantly boosting procurement willingness and order volume for battery cells among terminal enterprises [1] Group 4: ETF and Index Information - The New Energy Vehicle ETF (515030) is currently the largest themed ETF in the market, tracking the CSI New Energy Vehicle Index (399976) [1] - The ETF includes stocks of listed companies involved in lithium batteries, charging piles, and new energy vehicles, with lithium battery weight accounting for as much as 67% in popular Wind concepts [1]