行业迎来多重利好!光伏ETF易方达(562970)涨3.39%,储能电池ETF(159566)涨3.1%

Group 1 - The A-share major indices have risen, with the new energy sector leading the gains, particularly with Sungrow Power Supply increasing over 7%, which in turn boosted the photovoltaic ETF E Fund (562970) by 3.39% and the energy storage battery ETF (159566) by 3.1% [1] - Multiple favorable policies for the industry have emerged, including the release of the 14th Five-Year Plan recommendations on October 28, which explicitly call for the vigorous development of new energy storage and the acceleration of market and pricing mechanisms suitable for the new energy system [1] - The announcement of the UAE's all-weather power supply solar storage project, which includes a 5.2GW photovoltaic power station and a 19GWh storage system, marks it as the world's largest solar storage project, aimed at providing stable and sustainable clean power for the AI and emerging technology era [1] Group 2 - The demand for energy storage has significantly increased due to the growing energy consumption from new energy and AI technologies, leading to a notable rise in the necessity for energy storage as the new energy enters the market, resulting in lower electricity prices [1] - The energy storage industry is experiencing a major development turning point, with continuous demand data exceeding expectations throughout the year, and new profit models such as capacity pricing and peak-valley arbitrage greatly improving the profitability of storage projects [1] - The energy storage battery ETF (159566) tracks the National Certificate New Energy Battery Index and focuses on the energy storage industry chain, currently being the largest energy storage-related ETF product in the market with a scale exceeding 2 billion yuan [1] Group 3 - The photovoltaic ETF E Fund (562970) tracks the CSI Photovoltaic Industry Index, focusing on leading companies across the entire photovoltaic industry chain, benefiting significantly from global solar storage construction and the domestic trend against excessive competition [2]