储能电池ETF标的指数涨超3%，河北省2026年储能项目较今年翻倍

Core Viewpoint - The energy storage and battery sector experienced a significant rebound, with the National Renewable Energy Battery Index rising by 3.1% after an initial drop of over 2% earlier in the day, indicating a positive market sentiment towards the sector [1] Group 1: Market Performance - As of 14:30, key stocks in the sector showed strong performance, with Jinpan Technology hitting a 20% limit up, Sungrow Power exceeding an 8% increase, and Shenghong Co. rising over 7% [1] - The National Renewable Energy Battery Index closely tracks the development of the energy storage industry, covering core segments of the energy storage supply chain, with energy storage systems accounting for approximately 65% of the index [1] Group 2: Industry Growth - The Hebei Provincial Development and Reform Commission announced a public list of projects for 2026, which includes 97 energy storage projects with a total capacity of 13.8 GW/47 GWh, representing more than a doubling of capacity compared to this year [1] - Analysts believe that the release of the "Document No. 136" at the beginning of the year marked a significant turning point for the energy storage industry, with the full market entry of renewable energy leading to a decrease in electricity prices and a heightened necessity for energy storage [1] - New profit models such as capacity pricing and peak-valley arbitrage have significantly improved the profitability of energy storage projects, indicating a period of rapid growth in industry demand [1] Group 3: Investment Opportunities - The introduction of the Hebei Province energy storage project plan further strengthens expectations for an upward trend in the industry next year [1] - The energy storage battery ETF (159566), which tracks the National Renewable Energy Battery Index, is currently the largest ETF product focused on the scale of the energy storage industry in the market, providing investors with opportunities to capitalize on investments within the supply chain [1]