Group 1 - The renewable energy sector experienced a collective rise, with the Guozheng New Energy Battery Index increasing by 1.7%, the Zhongzheng Photovoltaic Industry Index by 1.4%, the Zhongzheng New Energy Index by 0.8%, and the Zhongzheng Shanghai Carbon Neutrality Index by 0.5% [1] - The Storage Battery ETF (159566) saw a net subscription of nearly 20 million units throughout the day, with a net inflow exceeding 500 million yuan in the month [1] - CITIC Securities reports that by 2026, long-term electricity contracts will require time-segmented and curve-based signing, linking user-side time-based electricity prices to spot prices, indicating further deepening of electricity market reforms [1] Group 2 - The index focuses on the energy storage sector, comprising 50 companies involved in battery manufacturing, energy storage battery inverters, energy storage system integration, and battery temperature control and fire safety, which are expected to benefit from future energy development opportunities [4] - The photovoltaic ETF managed by E Fund tracks the Zhongzheng Photovoltaic Industry Index, which represents a strong future energy source, consisting of 50 representative companies across the upstream, midstream, and downstream of the industry chain [6]
新能源板块集体上行,关注储能电池ETF(159566)、新能源ETF易方达(516090)等投资价值
Sou Hu Cai Jing·2025-12-24 11:22