20cm速递|新能源行业“反内卷”主线持续，把握创业板新能源ETF国泰（159387）回调布局机会

Group 1 - The core viewpoint of the article emphasizes the importance of developing new energy storage and establishing market mechanisms to support this sector, as outlined in the recently released guidelines for the 15th Five-Year Plan [1] - The guidelines indicate a strong commitment to "vigorously develop new energy storage" and "accelerate the establishment of market and pricing mechanisms suitable for the new energy system," which are crucial for ensuring the profitability of new energy storage projects [1] - The ongoing focus from higher authorities on addressing supply-demand imbalances in the new energy sector suggests a potential bottom reversal for the industry [1] Group 2 - The ChiNext New Energy ETF, Guotai (159387), tracks the Innovation Energy Index (399266), which saw a daily fluctuation of 20%, reflecting the performance of listed companies in clean energy, energy conservation, and new energy vehicles [1] - The Innovation Energy Index selects companies with high growth potential and innovation capabilities, aiming to represent the overall development level and technological progress of the new energy industry [1]