储能电池ETF（159566）半日净申购达2800万份，2025年三季度我国储能锂电池出货量同比大增

Core Viewpoint - The renewable energy and technology sectors experienced significant pullbacks, with the energy storage sector following suit, yet there was a notable increase in investment in related products, particularly the energy storage battery ETF [1] Group 1: Market Performance - As of midday, the National Certificate New Energy Battery Index fell by 5.1%, while the energy storage battery ETF (159566) saw a net subscription of 28 million units [1] Group 2: Industry Outlook - According to research from Gaogong Industry Research Institute, China's energy storage lithium battery shipments are projected to reach 165 GWh in Q3 2025, representing a year-on-year increase of 65%, with total shipments for the first three quarters of 2025 expected to be 430 GWh [1] - The industry is anticipated to maintain a state of supply-demand imbalance in Q4 2025, with total annual shipments expected to reach 580 GWh, reflecting a growth rate exceeding 75% [1] Group 3: Economic Drivers - CITIC Construction Investment Securities indicated that the domestic energy storage economy is at a turning point, with the overseas solar-storage parity trend remaining unchanged. The core domestic driver is the comprehensive market entry of renewable energy, which is widening the peak-valley price difference, alongside the introduction of capacity price policies that enhance energy storage IRR [1] Group 4: Investment Opportunities - The National Certificate New Energy Battery Index closely tracks the development of the energy storage industry, covering approximately 65% of the energy storage system sector. The 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) tracks this index and is currently the largest ETF product focused on the energy storage industry, providing investors with opportunities to capitalize on investments within the industry chain [1]