20cm速递｜全球锂电储能高增延续！！创业板新能源ETF华夏（159368）规模、成交额同类第一

Core Insights - The article highlights a significant surge in the energy storage and photovoltaic sectors, with the ChiNext New Energy ETF (159368) rising by 3.32% and key holdings like Defang Nano up over 12% [1] - Global lithium battery energy storage installations exceeded 170 GWh in the first three quarters of 2025, marking a 68% year-on-year growth, indicating a robust market development [1] - The "14th Five-Year Plan" emphasizes the development of new energy storage, supported by domestic market reforms and pricing mechanisms, leading to increased investment interest [1] Industry Overview - The energy storage market is experiencing a dual-driven growth pattern, with rising demand from both domestic and overseas markets, particularly in household and data center storage [1] - The ChiNext New Energy ETF (159368) is the largest ETF tracking the ChiNext New Energy Index, covering various sectors including batteries and photovoltaics, with a significant focus on energy storage [1] Fund Performance - The ChiNext New Energy ETF (159368) has the highest elasticity with a potential increase of up to 20%, and the lowest fee structure with a total management and custody fee of only 0.2% [1] - As of October 31, 2025, the fund's scale reached 829 million yuan, with an average daily trading volume of 90.05 million yuan over the past month [1] - The fund's composition includes 51% energy storage and 30% solid-state batteries, aligning with current market trends [1]