机构看好储能电芯景气，新能车ETF(515700)锂电含量高有望受益多重催化，降幅持续收窄

Group 1 - The demand for energy storage cells has surged, leading to orders being booked until next year and a significant year-on-year increase in project bidding scale [1] - The expert An Guangyong indicated that domestic energy storage demand has exceeded expectations this year, driven by the full market entry of new energy and the widening price gap between peak and valley electricity [1] - Longcheng Securities predicts that 2025 will be a pivotal year for the energy storage industry, driven by dual transformations in policy and market dynamics, with global energy storage demand experiencing a synchronous explosion [1] Group 2 - The New Energy Vehicle ETF closely tracks the CSI New Energy Vehicle Industry Index, with a high lithium battery content, where the weight distribution is 52.6% for batteries, 13.3% for energy metals, 9.2% for complete vehicles, and 8.3% for industrial control equipment [1] - The CSI New Energy Vehicle Industry Index selects 50 listed companies involved in new energy vehicles, electric motors, lithium battery equipment, battery cells, and battery materials, reflecting the overall performance of leading companies in the new energy vehicle sector [1] - As of September 30, 2025, the top ten weighted stocks in the CSI New Energy Vehicle Industry Index account for 54.61% of the total index, including companies like CATL, BYD, and Ganfeng Lithium [2]