Group 1 - The core viewpoint indicates a decline in various renewable energy indices, with the Guozheng New Energy Battery Index down by 0.5%, the Zhongzheng Photovoltaic Industry Index down by 0.4%, and both the Zhongzheng New Energy Index and the Zhongzheng Shanghai Carbon Neutrality Index down by 0.1% [1][5][4] - Dongwu Securities research report suggests that independent energy storage is set to complement new energy storage, with supportive capacity pricing policies being gradually introduced, indicating strong growth potential for domestic energy storage [1] - In the first nine months of 2025, domestic energy storage bidding reached 102 GWh, representing a year-on-year increase of 30%, highlighting a robust bidding environment [1] Group 2 - The index focuses on the energy storage sector, comprising 50 stocks from companies involved in battery manufacturing, energy storage battery inverters, energy storage battery system integration, and battery temperature control and fire protection, which are expected to benefit from future energy development opportunities [3] - The photovoltaic ETF managed by E Fund tracks the Zhongzheng Photovoltaic Industry Index, which is composed of 50 representative companies across the upstream, midstream, and downstream of the photovoltaic industry [5][6]
机构称国内储能有望实现强劲增长,关注储能电池ETF、新能源ETF易方达等布局机会
Sou Hu Cai Jing·2025-10-23 05:21