Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-10-21 06:56Group 1 - The core viewpoint of the news highlights the growth and challenges in the energy storage sector, particularly the impact of battery cell shortages on production and the government's supportive policies aimed at expanding storage capacity by 2027 [1][3] - The average delivery cycle for energy storage cells has increased from 30 days to 75 days year-on-year, leading to 38.7% of small and medium-sized storage companies being forced to reduce production, with 15.2% temporarily halting operations [1] - The National Development and Reform Commission and the National Energy Administration have set a target for new energy storage installations to exceed 180 million KW by 2027, indicating a significant market opportunity [1] Group 2 - The Huaxia New Energy ETF (159368) is the largest ETF tracking the ChiNext New Energy Index, covering various sectors including batteries and photovoltaics, with a total scale of 1.085 billion yuan as of October 16, 2025 [2] - The ETF has a strong focus on storage, with 51% of its holdings in storage-related companies and 30% in solid-state batteries, aligning with current market trends [2] - The ETF features the lowest fees in its category, with a combined management and custody fee of only 0.2%, and has shown significant trading activity with an average daily turnover of 85.76 million yuan over the past month [2]