20cm速递丨新能源板块利好不断，创业板新能源ETF国泰（159387）午后涨超5%，近10日净流入近4亿元

Group 1: Growth Factors - The AIDC energy storage sector is expected to grow due to improved US-China relations and increased electricity consumption in North American data centers, necessitating solutions for load fluctuations [2] - The price of electrolyte has risen significantly, reaching 98,000 yuan/ton as of October 27, up from 59,000 yuan/ton on September 28, indicating ongoing supply tightness and potential for further price increases [2] - The price of lithium iron phosphate cathodes has also increased from 34,900 yuan/ton on September 28 to 36,100 yuan/ton on October 27, supported by demand and cost factors [2] Group 2: Policy Support - The "14th Five-Year Plan" emphasizes the development of multiple energy sources, including new energy storage, to support carbon peak goals, which may bolster demand for renewable energy [3] - The Henan Provincial Development and Reform Commission has proposed measures to promote high-quality development of new energy storage, targeting a cumulative installed capacity of 15 GW by 2030 [3] - The ChiNext New Energy ETF (159387) tracks the Innovation Energy Index (399266), which focuses on companies in clean energy, energy conservation, and electric vehicles, reflecting the overall development and technological progress in the renewable energy sector [3]