全球最大光储项目开工，关注储能电池ETF（159566）、光伏ETF易方达（562970）等投资价值

Core Insights - The UAE has officially launched the world's largest solar and storage project, featuring a 5.2GW solar power plant and a 19GWh energy storage system, aimed at providing stable and sustainable clean energy for the AI and emerging technology era [1] - This initiative highlights the critical role of integrated solar and storage solutions in ensuring energy security, injecting confidence into the global renewable energy supply chain [1] - The project aligns with the perspective of OpenAI CEO Sam Altman, emphasizing the intertwined future of artificial intelligence and energy, with solar and storage as core pillars benefiting from the global AI development wave [1] Industry Analysis - The Guozheng New Energy Battery Index covers the core industry chain of energy storage batteries, with energy storage systems accounting for approximately 65%, positioning it to benefit significantly from the commercialization of energy storage [1] - The Zhongzheng Photovoltaic Industry Index aggregates leading companies across the photovoltaic industry chain, expected to benefit from global solar-storage construction and domestic trends against excessive competition [1] Investment Opportunities - The Energy Storage Battery ETF (159566) and the E Fund Photovoltaic ETF (562970) track the aforementioned indices, providing investors with convenient tools to capitalize on solar-storage co-construction opportunities [1] - The Energy Storage Battery ETF (159566) has seen continuous net inflows, with its latest scale surpassing 20 billion, marking a historical high and establishing it as the largest ETF focused on the energy storage industry in the market [1]