新能源板块震荡调整，储能电池ETF(159566)获资金持续布局

Core Insights - The carbon neutrality index and various renewable energy indices experienced declines, with the carbon neutrality index down by 1.3%, the new energy battery index down by 2.4%, the new energy index down by 2.7%, and the photovoltaic industry index down by 3.9% [1] - Despite the overall market downturn, the energy storage battery ETF (159566) saw a net subscription of 45 million units, marking a total net inflow of nearly 1 billion yuan over the past nine trading days [1] - Huatai Securities emphasizes the importance of accelerating the construction of a new energy system, focusing on the development of new energy storage and smart grid construction, indicating a positive outlook for the renewable energy sector and electrification [1] Industry Analysis - The energy storage index comprises 50 companies involved in battery manufacturing, energy storage battery inverters, energy storage system integration, and battery temperature control and fire protection, positioning them to benefit from future energy development opportunities [4] - The photovoltaic ETF tracks the photovoltaic industry index, which includes 50 representative companies across the upstream, midstream, and downstream sectors of the photovoltaic supply chain, highlighting its significance as a future energy source [6] - The carbon neutrality ETF tracks the carbon neutrality index, which reflects the broader trends in the carbon neutrality market [8]