创业板指涨近3%创年内新高，光储能赛道受资金关注

Group 1 - The three major indices opened lower, with the Shanghai Composite Index down 0.21%, the Shenzhen Component Index down 0.22%, and the ChiNext Index down 0.32% [1] - The Federal Reserve announced a 25 basis point cut in the benchmark interest rate to a range of 3.75% to 4.00%, marking the second consecutive meeting of rate cuts [1] - A fund initiated by the State-owned Assets Supervision and Administration Commission (SASAC) has a first-phase scale of 51 billion yuan, focusing on supporting industries such as artificial intelligence, quantum technology, and future energy [1] Group 2 - In the first nine months of this year, domestic energy storage projects added 255.8 GWh of new tenders, a year-on-year increase of 97.7% [2] - The fourth quarter is typically a peak season for tenders, with annual tenders expected to reach at least 361.6 GWh [2] - The market is witnessing a positive rotation of hotspots, with significant performance in the new energy and non-ferrous metal sectors, which is beneficial for the continuation of the current upward trend [2]