新能源板块集体走强,新能源ETF易方达(516090)、储能电池ETF(159566)标的指数半日涨超2%
Sou Hu Cai Jing·2025-12-23 04:48

Group 1 - The core viewpoint of the news highlights a strong performance in the new energy sector, particularly in battery-related stocks, with significant increases in various indices [1] - The China Securities New Energy Index rose by 2.2%, the National Securities New Energy Battery Index increased by 2.1%, the China Securities Shanghai Carbon Neutrality Index went up by 1.1%, and the China Securities Photovoltaic Industry Index saw a rise of 0.6% [1] - The recent week has seen the Energy Storage Battery ETF (159566) attract approximately 200 million yuan in investments [1] Group 2 - Market analysis indicates that with more provinces implementing capacity pricing and peak-valley arbitrage policies, the Internal Rate of Return (IRR) for energy storage projects is generally reaching between 6% and 12%, with some regions exceeding these figures [1] - The ongoing global artificial intelligence wave is driving the construction of data centers and other infrastructure, leading to an increasing trend of electricity shortages alongside chip shortages in the industry [1] - The global energy storage market is expected to maintain a favorable outlook due to these developments [1]

新能源板块集体走强,新能源ETF易方达(516090)、储能电池ETF(159566)标的指数半日涨超2% - Reportify