Group 1 - The battery sector has seen significant gains, with Yiwei Lithium Energy rising over 4% and CATL increasing more than 2%, driven by policy support, stabilized supply chain prices, and recovering demand [1] - The Energy Storage Battery ETF (159566) has increased by over 93% since April 9, indicating strong market interest in the energy storage sector [1] - The ETF has attracted a net inflow of 1.242 billion yuan over the past 20 days, bringing its total size to 1.644 billion yuan, making it the largest ETF product focused on the energy storage industry [1] Group 2 - The China lithium battery industry chain investment is expected to grow rapidly from January to August 2025, with solid-state batteries becoming the hottest investment track in the lithium battery sector [1] - Since September, the core logic of the energy storage industry has begun to unfold, primarily due to unexpected growth in industry bidding data in August, alleviating concerns about the sustainability of the market's current boom [2] - There remains a fundamental underestimation of the energy storage sector's profitability improvement and the increasing importance of energy storage in renewable energy generation, indicating a significant expectation gap for demand growth in the coming year [2]
储能电池ETF(159566)涨1.3%,近20个交易日资金净流入额12.42亿元