创业板新能源ETF（159387）跌近4%，固态+储能含量约65%

Core Viewpoint - The new energy sector is experiencing a volatile correction, with the ChiNext New Energy ETF (159387) declining nearly 4% amid recent policy announcements aimed at promoting high-quality development in the industry during the 14th Five-Year Plan period [1]. Group 1: Policy Developments - The National Development and Reform Commission and the National Energy Administration have issued two significant documents: "Guiding Opinions on Promoting the Consumption and Regulation of New Energy" and "Guiding Opinions on Promoting the Integrated Development of New Energy" [1]. - These documents focus on the high-quality development of the new energy industry during the 14th Five-Year Plan period [1]. Group 2: Market Outlook - According to Guojin Securities, the global demand for electricity and the need for carbon reduction will drive a significant investment cycle in clean energy sources and new grid construction over the next 3-5 years [1]. - Key investment opportunities are expected to arise in energy storage, green hydrogen, and ammonia, while wind power, photovoltaics, and the power grid will continue to see high levels of investment [1].