Group 1 - The National Development and Reform Commission and the National Energy Administration released guidelines to promote the consumption and regulation of renewable energy, aiming for a reasonable consumption demand of over 200 million kilowatts of new energy annually by 2030 [1] - The guidelines emphasize the importance of new energy storage in enhancing consumption capacity, indicating a high demand for new energy storage during the 14th Five-Year Plan period [1] - The renewable energy battery index rose by 0.1%, while the photovoltaic industry index and the carbon neutrality index fell by 0.4% and 0.7%, respectively, indicating mixed market performance [1][5] Group 2 - The storage battery ETF (159566) saw a net subscription of over 60 million units throughout the day, reflecting strong investor interest in the sector [1] - The index focusing on the energy storage sector consists of 50 companies involved in battery manufacturing, energy storage inverters, and system integration, which are expected to benefit from future energy development opportunities [3]
政策东风或催生储能新需求，关注储能电池ETF(159566)、光伏ETF易方达(562970)等产品投资价值
Sou Hu Cai Jing·2025-11-11 10:19