新能源方向率先反弹，光伏ETF易方达(562970)、储能电池ETF(159566)助力布局产业链龙头

Core Viewpoint - The renewable energy sector, particularly solar and energy storage, is experiencing a rebound, with significant gains in related stocks and indices, indicating a positive shift in market sentiment and performance [1] Group 1: Market Performance - Major indices are adjusting, with the solar, energy storage, and grid sectors leading the rebound, as evidenced by stocks like Jinpan Technology rising over 5% and others like Tongfei Co., Nandu Power, and TBEA increasing over 3% [1] - The China Securities Solar Industry Index rose by 1.2%, while the National Securities New Energy Battery Index increased by 0.4% [1] Group 2: Industry Insights - According to Open Source Securities, the solar industry has seen positive effects from a "de-involution" trend, with upstream segments expected to significantly reduce losses in Q3, suggesting a potential bottom reversal [1] - The energy storage sector is experiencing robust supply and demand dynamics, with both domestic and international demand driving growth; new energy storage components are in high demand, leading to sustained production among leading battery companies and a continued upward trend in battery prices [1] Group 3: Investment Opportunities - The China Securities Solar Industry Index includes leading companies across the solar supply chain, covering materials like silicon, wafers, cells, modules, inverters, and mounting structures, positioning it to benefit from the "de-involution" trend [1] - The National Securities New Energy Battery Index focuses on the core supply chain of energy storage batteries, with energy storage systems accounting for approximately 65%, indicating potential benefits from the strong supply and demand dynamics [1] - ETFs such as E Fund Solar ETF (562970) and Energy Storage Battery ETF (159566) provide investors with convenient access to leading companies in these sectors [1]