新能源板块午后局部活跃，储能电池ETF（159566）全天净申购近1亿份

Group 1 - The new energy sector showed localized activity in the afternoon, with lithium battery electrolyte and solid-state battery concepts leading the way. The China Securities New Energy Index rose by 0.6%, while the National Securities New Energy Battery Index increased by 0.1%. Conversely, the China Securities Shanghai Carbon Neutrality Index fell by 0.8%, and the China Securities Photovoltaic Industry Index decreased by 1.3%. The Energy Storage Battery ETF (159566) saw a net subscription of nearly 100 million units throughout the day. According to Wind data, the Energy Storage Battery ETF (159566) experienced a net inflow of over 900 million yuan in the month leading up to the last trading day [1][4][5] - Huatai Securities indicated that the "14th Five-Year Plan" emphasizes accelerating the construction of a new energy system, which includes significant development of new energy storage and expedited smart grid construction. The firm remains optimistic about the two core themes of new energy development and the increase in electrification rates, suggesting that companies in the energy storage, wind power, and grid sectors are likely to continue benefiting [1][4][5] Group 2 - The Carbon Neutrality ETF by E Fund tracks the China Securities Shanghai Carbon Neutrality Index, which focuses on the carbon neutrality sector. This index is composed of 100 stocks with significant market capitalization in low-carbon fields such as clean energy and energy storage, as well as high-carbon reduction potential in sectors like thermal power and steel. The index has seen a decline of 0.8% recently, with a rolling market rate of 25.3 times and a valuation percentile of 87.6% since its inception in 2021 [4]