新能源车ETF(159806)涨超1.7%,新能源利好催化不断
Mei Ri Jing Ji Xin Wen·2025-10-15 06:27

Group 1 - The core viewpoint highlights breakthroughs in solid-state lithium batteries, particularly addressing interface contact issues, which are critical for industrialization and may accelerate the commercialization of solid-state batteries [1] - The National Development and Reform Commission and the State Administration for Market Regulation have issued an announcement to combat price disorder and maintain a healthy market price order, emphasizing the need for "anti-involution" measures in the photovoltaic industry [1] - The photovoltaic industry still has price increase momentum, and the ability to transmit component prices will depend on terminal installation demand and the return requirements of terminal photovoltaic power plants [1] Group 2 - A recent notice aims to improve the pricing mechanism to promote the local consumption of renewable energy, which may help alleviate conflicts within photovoltaic power plants from an economic perspective [1] - Continuous high-level discussions on "anti-involution" in the renewable energy sector indicate a focus on the supply-demand imbalance, suggesting a potential bottom reversal for the sector [1] - The New Energy Vehicle ETF (159806) tracks the CS New Energy Vehicle Index (399976), which selects listed companies involved in key areas such as lithium batteries, motors, and vehicle manufacturing, reflecting the overall performance of the new energy vehicle industry chain [1]