Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-12-05 06:20Group 1 - The current competition in the power and energy storage battery industry is leading to widespread pressure on profit margins due to excessive competition. However, through governance of irrational competition and strengthening of intellectual property protection, the competitive environment is expected to become fairer and more orderly, shifting the focus from price wars to technology and quality wars, which may gradually improve profit margins [1] - Under policy guidance, leading companies with technological advantages, scale effects, and brand influence are expected to gain more resources, leading to an increase in industry concentration and an improvement in supply-demand dynamics. The overseas market is anticipated to become an important growth driver, with domestic companies focusing on the quality and sustainability of international development under the "reasonable and orderly going abroad" policy [1] - The Ministry of Industry and Information Technology will scientifically formulate the "14th Five-Year" industrial development plan, strengthening standard support and technological innovation to promote high-quality industrial development. Overall, the synergy of policies and markets is expected to help the industry break through development bottlenecks and cultivate global competitiveness [1] Group 2 - The Guotai Innovation Energy ETF (159387) tracks the Innovation Energy Index (399266), which experienced a daily fluctuation of 20%. This index selects listed company securities involved in clean energy and environmental protection, focusing on companies with technological innovation capabilities and growth potential. The industry allocation covers emerging fields such as solar energy, wind energy, electric vehicles, and energy storage technologies, reflecting the overall performance of listed companies in the new energy and related industrial chains [1]