20cm速递｜十五五“期间建筑光伏有望迎来加速增！创业板新能源ETF华夏（159368）规模同类第一

Group 1 - The core viewpoint of the article highlights the positive performance of the ChiNext New Energy ETF (华夏, 159368), which saw significant gains in its holdings, with companies like 上能电气 rising over 6% and 晶盛机电 increasing by more than 4% [1] - 中金公司 reports that the adoption of electric energy substitution technologies, such as heat pumps and smart appliances in the construction sector, is driving the low-carbon transformation of building photovoltaics [1] - The application of building photovoltaics can address the issue of high carbon emissions, as two-thirds of carbon emissions during the building operation phase come from electricity consumption [1] Group 2 - The ChiNext New Energy ETF (华夏, 159368) is the largest ETF fund tracking the ChiNext New Energy Index, which encompasses various segments of the new energy and electric vehicle industries, including batteries and photovoltaics [1] - The ETF has the highest elasticity, with a potential increase of up to 20%, and the lowest fees, with a total management and custody fee of only 0.2% [1] - As of October 31, 2025, the fund's scale reached 829 million yuan, with an average daily trading volume of 90.05 million yuan over the past month, and it contains 58% energy storage and 31% solid-state battery components, aligning with current market trends [1]