储能政策密集落地！绿色能源ETF（562010）摸高0.88%！机构：新型储能或迎加速发展期

Core Viewpoint - The green energy ETF (562010) shows stable performance with a slight increase, while key stocks in the sector exhibit mixed results, indicating ongoing market dynamics in the green energy space [1][3]. Market Performance - The green energy ETF reached a peak increase of 0.88% during trading, currently up by 0.1% [1]. - Key stocks such as Ganfeng Lithium, Tianqi Lithium, and Zhongmin Resources showed strong performance with increases of 3.52%, 3.42%, and 3.11% respectively [1]. - Conversely, stocks like Trina Solar, JinkoSolar, and Jinglong Electric experienced declines of 2.22%, 1.43%, and 1.28% respectively [1]. Policy and Industry Developments - The National Development and Reform Commission and the Energy Administration issued guidelines on November 16 to promote the consumption and regulation of new energy, including the integration of new energy storage into the capacity price mechanism [3]. - Longi Green Energy announced the acquisition of Suzhou Jingkong Energy to enter the energy storage sector, expanding its business layout [3]. - The 2025 New Energy Battery Industry Development Conference highlighted that China's new energy storage installed capacity accounts for over 40% of the global total, indicating rapid industry innovation [3]. Future Outlook - Zheshang Securities expresses optimism about the potential in the green energy sector due to several factors: 1. A synchronized increase in both domestic and international demand, leading to a favorable period for energy storage [3]. 2. Efficiency improvements and cost reductions benefiting the photovoltaic industry, supported by favorable policies and technological advancements [3]. 3. Expanding overseas market opportunities, opening up new profit growth spaces for the industry [3]. ETF Composition - The green energy ETF passively tracks the green energy index, with the top three sectors being batteries, photovoltaic equipment, and electricity, collectively accounting for over 75% of the index weight as of the end of October [3]. - The top ten weighted stocks in the index include CATL, Sungrow Power Supply, Changjiang Electric, BYD, Longi Green Energy, Yiwei Lithium Energy, Huayou Cobalt, Ganfeng Lithium, Tongwei Co., and Xianlead Intelligent [3].