双碳白皮书强化新能源产业逻辑，储能电池ETF（159566）盘中净申购超1亿份

Core Viewpoint - The recent publication of the white paper on "China's Action for Carbon Peak and Carbon Neutrality" reinforces the long-term development logic of the new energy industry, highlighting the importance of green and low-carbon energy transformation to achieve carbon neutrality goals [1] Group 1: Market Trends - The new energy sector is experiencing mixed performance, with the photovoltaic industry chain showing localized activity while solid-state battery directions are undergoing fluctuations [1] - As of 14:25, the energy storage battery ETF (159566) recorded a net subscription of 110 million units, accumulating over 500 million yuan in the past seven trading days [1] Group 2: Policy and Strategic Insights - The white paper emphasizes that energy activities are the primary source of carbon emissions, and it advocates for the vigorous implementation of renewable energy alternatives and the advancement of a new energy system and power grid [1] - The market's increasing focus on new energy is attributed to China's firm stance on new energy strategies, supply-side optimization due to reduced competition, and the unexpected surge in demand for energy storage, leading to improved industry conditions [1] Group 3: Investment Opportunities - The Kexin New Energy Index has nearly 50% weight in photovoltaic-related stocks and about 40% in solid-state battery-related stocks, indicating higher elasticity during market uptrends [1] - The Guozheng New Energy Battery Index focuses on the energy storage industry chain, which is expected to benefit significantly from the ongoing upward trend in the energy storage sector [1]