Xin Lang Cai Jing·2025-10-09 06:07Core Insights - The renewable energy sector is experiencing significant growth, with the China Securities Renewable Energy Index rising by 3.07% as of October 9, 2025, and key stocks like Maiwei Co., Ltd. and TBEA Co., Ltd. showing substantial gains [1][4]. Market Performance - The Renewable Energy ETF (159875) has increased by 2.52%, marking its third consecutive rise, and has accumulated a 6.98% increase over the past two weeks as of September 30, 2025 [1][4]. - The ETF's trading volume was active, with a turnover rate of 10.72% and a transaction value of 145 million yuan, indicating strong market engagement [4]. - The ETF's latest scale reached 1.275 billion yuan, with a recent increase of 67.5 million shares over the past two weeks [4]. Financial Metrics - The Renewable Energy ETF has seen a net asset value increase of 49.44% over the past six months, ranking 480 out of 3689 in the index fund category, placing it in the top 13.01% [4]. - The ETF's highest monthly return since inception was 25.07%, with a maximum consecutive monthly gain of 62.44% and an average monthly return of 8.85% [4]. Industry Trends - The electricity transmission and transformation industry is on an upward trend due to increasing global demand for grid construction and upgrades, with TBEA Co., Ltd. positioned to benefit from this growth [4]. - The solid-state battery and energy storage sectors are gaining attention from investors, driven by market transformations and unexpected overseas demand, particularly in the U.S. and Europe [5]. - The power equipment sector is actively responding to technological advancements, especially in relation to AI computing power and renewable energy-related equipment [5][6]. Key Stocks - As of September 30, 2025, the top ten weighted stocks in the China Securities Renewable Energy Index include CATL, Sungrow Power Supply, and TBEA Co., Ltd., collectively accounting for 45.2% of the index [8].