20cm速递｜储能含量超58%！创业板新能源ETF华夏（159368）规模同类第一

Core Viewpoint - The North American electricity shortage continues to drive up sectors such as energy storage, lithium batteries, power equipment, and photovoltaics, with significant profit opportunities expected in the energy storage downstream integration and operation segments [1] Group 1: Market Performance - The ChiNext New Energy ETF (159368) experienced fluctuations, with stocks like Tianhua New Energy and Dike Co. rising over 7%, while Haineng Technology increased by over 5% [1] - The ETF is the largest in tracking the ChiNext New Energy Index, which covers various segments of the new energy and electric vehicle industries, including batteries and photovoltaics [1] Group 2: Investment Opportunities - Energy storage is highlighted as one of the best supporting power sources for AIDC, with a high certainty of volume growth [1] - There is an expectation that profits will be passed from upstream to materials and battery segments through price increases, with opportunities for both volume and price growth in these areas [1] - The demand outlook for 2026 is becoming clearer, particularly for materials like 6F and VC, which are experiencing rapid price increases, as well as leading opportunities in lithium iron phosphate, anode materials, separators, and aluminum foil [1] Group 3: ETF Characteristics - The ChiNext New Energy ETF 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 ETF's scale reached 829 million yuan, with an average daily trading volume of 90.05 million yuan over the past month [1] - The ETF has a storage content of 58% and a solid-state battery content of 31%, aligning well with current market trends [1]