Group 1 - The technology and new energy sectors have collectively rebounded, with the battery sector showing significant gains. The Guozheng New Energy Battery Index rose by 1.9%, while the Zhongzheng New Energy Index and the Zhongzheng Shanghai Carbon Neutrality Index both increased by 0.4%, and the Zhongzheng Photovoltaic Industry Index rose by 0.3% [1] - CITIC Construction Investment Securities indicates that the global resonance trend in the energy storage industry remains unchanged, with domestic energy storage economics reaching a turning point. The core drivers include the full market entry of new energy, which has widened the peak-valley electricity price difference, along with the introduction of capacity price policies that enhance the internal rate of return (IRR) of energy storage [1]
机构称储能全球共振产业趋势不变，关注储能电池ETF（159566）等投资价值
Sou Hu Cai Jing·2025-10-20 11:42