Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-11-28 08:07Core Viewpoint - The recent regulatory changes by the National Development and Reform Commission are expected to enhance the utilization of renewable energy, ensure power supply security, and improve cost efficiency for grid companies, thereby addressing the "abandonment of wind and solar" issue and boosting the energy storage sector [1] Group 1: Market Performance - The ChiNext New Energy ETF (159368) increased by 0.21%, with notable stock performances: Hunan YN Energy rose over 7%, Maiwei Co. increased by over 6%, and Penghui Energy gained over 4% [1] Group 2: Regulatory Changes - The National Development and Reform Commission revised several pricing regulations, including the cost supervision and audit methods for transmission and distribution pricing, which will facilitate renewable energy consumption and enhance grid efficiency [1] Group 3: Industry Implications - The new regulations are anticipated to attract companies to strategically invest in energy storage solutions, leading to a stabilization of returns in the energy storage industry and a potential release of demand across the related supply chain [1] Group 4: ETF Characteristics - The ChiNext New Energy ETF (159368) is the largest ETF tracking the ChiNext New Energy Index, with a scale of 829 million yuan as of October 31, 2025, and a daily average trading volume of 90.05 million yuan over the past month [1] - The ETF has a storage content of 59% and a solid-state battery content of 32%, aligning with current market trends [1]