储能电池ETF（159566）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 a morning dip of over 2% [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 8% increase, and Shenghong Co. rising over 7% [1] Group 2: Project Announcements - The Hebei Provincial Development and Reform Commission announced a public list of projects for 2026, including 97 energy storage projects with a total scale of 13.8 GW/47 GWh, representing more than double the capacity compared to this year [1] Group 3: Industry Analysis - 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] - The announcement of the Hebei energy storage project plan further strengthens expectations for an upward trend in the industry next year [1] Group 4: Investment Opportunities - 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% [1] - With clear construction targets for new energy storage and strengthened policy support, index constituents are expected to benefit from the opportunities arising from the scaled development of the energy storage industry [1] - The Energy Storage Battery ETF (159566), which tracks this index, is currently the leading ETF product focused on the scale of the energy storage industry, helping investors seize investment opportunities within the supply chain [1]