Group 1 - The core viewpoint of the news is that the renewable energy sector is experiencing a positive trend, with various indices showing gains, indicating a strong market performance in this area [1] - As of the midday close, the China Securities New Energy Index rose by 0.6%, the National Securities New Energy Battery Index increased by 0.5%, the China Securities Photovoltaic Industry Index went up by 0.4%, and the Shanghai Environmental Exchange Carbon Neutrality Index climbed by 0.2% [1] - The Storage Battery ETF (159566) saw a net subscription of 5 million units during the half-day session, reflecting strong investor interest in the sector [1] Group 2 - CITIC Construction Investment Securities stated that the global resonance of the energy storage industry trend remains unchanged, with domestic energy storage economics reaching a turning point [1] - The core drivers for this shift include the comprehensive market entry of renewable energy, which has widened the peak-valley price difference, along with the introduction of capacity price policies that enhance the internal rate of return (IRR) for energy storage [1]
新能源板块盘中拉升，关注储能电池ETF（159566）、新能源ETF易方达（516090）等布局机会
Sou Hu Cai Jing·2025-10-28 04:58