HTSC(SH:601688) Sou Hu Cai Jing·2025-12-31 12:01Group 1 - The core viewpoint of the article highlights the fluctuations in the new energy sector, with various indices experiencing declines, while there is a notable net subscription for the energy storage battery ETF [1] - The carbon neutrality index of the Shanghai Environmental Exchange fell by 0.1%, while the new energy index and photovoltaic industry index both decreased by 1.1%, and the national new energy battery index dropped by 2.2% [1] - Despite the current downturn, the new energy sector is expected to rebound by 2025, with significant increases in various ETFs, including over 55% for the national new energy battery index and over 42% for the new energy ETF [1] Group 2 - Huatai Securities emphasizes the importance of accelerating the construction of a new energy system, which includes the development of new energy storage and the enhancement of smart grid infrastructure [1] - The company maintains a positive outlook on the development of new energy and the increase in electrification rates, indicating that companies in the energy storage, wind power, and grid sectors are likely to benefit continuously [1]