Group 1 - The solid-state battery sector experienced a strong rally, with the ChiNext New Energy ETF (159368) rising over 2%, and stocks like Xinzhou Bang increasing by over 15% [1] - UBS Securities predicts that the energy storage industry will enter a "prosperity cycle" over the next five years, driven by demand from artificial intelligence data centers, with global energy storage demand potentially increasing by 40% year-on-year by 2026 [1] - Emerging markets in the Middle East, Latin America, Africa, and Southeast Asia may see energy storage demand growth rates of 30% to 50% or higher [1] Group 2 - The ChiNext New Energy ETF (159368) is the largest ETF fund tracking the ChiNext New Energy Index, covering various sectors including batteries and photovoltaics [2] - The ETF has the highest flexibility with a maximum increase of 20%, and the lowest fees, with a combined management and custody fee of only 0.2% [2] - As of October 31, 2025, the ETF's scale reached 829 million, with an average daily trading volume of 90.05 million in the past month, and it has a storage content of 58% and solid-state battery content of 31% [2]
20cm速递|瑞银认为未来5年储能行业将进入“繁荣周期”!创业板新能源ETF华夏(159368)涨超2%,成交额同类第一