Group 1 - The core viewpoint of the news highlights a downturn in the new energy sector, with various indices experiencing declines, including the Guozheng New Energy Battery Index down by 2.0%, the Zhongzheng Photovoltaic Industry Index down by 1.9%, the Zhongzheng New Energy Index down by 1.7%, and the Zhongzheng Shanghai Carbon Neutrality Index down by 1.2% [1] Group 2 - The Henan Provincial Development and Reform Commission recently released a draft titled "Several Measures to Promote High-Quality Development of New Energy Storage in Henan Province," which proposes diversified revenue mechanisms for energy storage [1] - The draft includes a guarantee for "bottom-line revenue" in the spot market, providing compensation when independent energy storage experiences reduced earnings due to spot market operations [1] - Additionally, the draft suggests improvements to capacity pricing and capacity compensation mechanisms [1]
新能源板块震荡调整，关注储能电池ETF（159566）、新能源ETF易方达（516090）等配置机会
Sou Hu Cai Jing·2025-10-22 05:02