新能源板块全天走弱，资金逆势加仓，储能电池ETF（159566）全天净申购约5000万份

Core Viewpoint - The renewable energy sector experienced a decline, with significant drops in indices related to carbon neutrality, photovoltaic, and new energy batteries, indicating a challenging market environment for these sectors [1]. Summary by Category Market Performance - The China Securities Shanghai Carbon Neutral Index fell by 2.2% - The China Securities Photovoltaic Industry Index decreased by 2.6% - Both the China Securities New Energy Index and the National Securities New Energy Battery Index dropped by 3.2% - The Energy Storage Battery ETF (159566) saw a net subscription of approximately 50 million units throughout the day - As of the previous trading day, the Energy Storage Battery ETF (159566) had a net inflow of over 1.1 billion yuan in the month [1]. Industry Insights - Analysts suggest that Chinese energy storage companies will leverage their supply chain advantages to gain a competitive edge in the global market - In the first half of this year, overseas orders for Chinese energy storage companies increased by 246% year-on-year - The production of energy storage devices is expanding the consumption scenarios for lithium battery materials beyond just electric vehicles, indicating potential growth in demand for the lithium battery industry [1].