科创新能源ETF(588830)涨超1.2%，政策持续加码可再生能源非电消费和消纳

Group 1 - The National Development and Reform Commission released a draft on renewable energy consumption targets, establishing a dual-dimensional framework for renewable energy assurance from both consumption and absorption perspectives [1] - Domestic policies are increasingly supporting renewable energy consumption and absorption, which is expected to stabilize expectations and expand scenarios for long-term demand in wind and solar energy installations, alongside accelerated development in energy storage [1] - Wind energy: Domestic wind turbine prices are stabilizing and rising, with the industry chain experiencing simultaneous volume and profit growth. Wind power installations are expected to maintain rapid growth during the 14th Five-Year Plan period due to increased demand and structural improvements [1] - Solar energy: Both domestic and international solar energy growth remains robust, with ongoing efforts to reduce internal competition. Policy support and technological iterations are likely to accelerate supply clearing [1] - Energy storage: Transitioning to a market-driven profit model, the domestic energy storage industry is expected to see potential in independent storage and commercial storage. Internationally, there is optimism for rapid growth in large-scale storage in Europe and the U.S., as well as potential in emerging markets for household storage [1] Group 2 - As of October 15, 2025, the Shanghai Stock Exchange Sci-Tech Innovation Board New Energy Index rose by 1.09%, with notable increases in component stocks such as Arctech (up 6.05%) and Jiayuan Technology (up 5.79%) [2] - The Sci-Tech Innovation New Energy ETF closely tracks the New Energy Index, which includes 50 large-cap stocks in solar, wind, and new energy vehicles, reflecting the overall performance of representative new energy companies in the Sci-Tech Innovation Board market [2] - As of August 29, 2025, the top ten weighted stocks in the New Energy Index accounted for 48.15% of the index, including JinkoSolar, Trina Solar, and Daqo New Energy among others [2]