Sou Hu Cai Jing·2025-11-05 05:49Group 1: ETF Performance - The New Energy ETF experienced a turnover rate of 8.57% with a transaction volume of 126 million yuan [3] - Over the past week, the New Energy ETF's scale increased by 68.56 million yuan, ranking first among comparable funds [3] - The ETF's shares grew by 14.4 million shares in the past week, also ranking first among comparable funds [3] - In the last three days, the ETF saw continuous net inflows, with a peak single-day net inflow of 79.98 million yuan, totaling 108 million yuan, averaging 36.03 million yuan daily [3] - As of November 4, the ETF's net value rose by 64.79% over the past six months, ranking 185 out of 3845 index equity funds, placing it in the top 4.81% [3] - Since its inception, the ETF's highest monthly return was 25.07%, with the longest consecutive monthly gains being six months and a maximum increase of 67.53% [3] Group 2: Industry Insights - The electricity supply side is seeing an increasing penetration of new energy, with significant projects like UHV engineering expected to boost demand for grid equipment [3] - The State Grid and Southern Grid have provided high-level guidance for continued investment in grid construction through 2025, indicating sustained growth in the power equipment industry [3] - The photovoltaic industry is experiencing a positive trend with upstream segments expected to significantly reduce losses in Q3, indicating a potential bottom reversal [4] - The energy storage sector is witnessing strong supply and demand dynamics, with domestic and international demand resonating, leading to a continued increase in battery prices [4] - Leading battery manufacturers are operating at full capacity, and the overall supply chain has the ability to pass on price increases, suggesting sustained prosperity in the energy storage sector [4] Group 3: Top Stocks in New Energy Index - As of October 31, 2025, the top ten weighted stocks in the China Securities New Energy Index include: - Sunshine Power - CATL - Longi Green Energy - Yiwei Lithium Energy - TBEA - Huayou Cobalt - Ganfeng Lithium - China Nuclear Power - Tongwei Co. - Xian Dao Intelligent - These top ten stocks collectively account for 46.1% of the index [6]