20cm速递｜锂行业拐点已至，供需紧平衡推动价格反弹！创业板新能源ETF华夏（159368）上涨0.73%，规模同类第一

Group 1 - The core viewpoint of the articles highlights the growth potential in the lithium market, driven by increasing demand for energy storage and electric vehicles, with a projected lithium supply of 200.4 million tons by 2026 [1] - The global demand for lithium in a neutral scenario is expected to reach 197.2 million tons by 2026, with an optimistic scenario predicting 208.6 million tons, indicating a potential shortfall of 8.2 million tons [1] - The global shipment of energy storage lithium batteries is projected to be 960 GWh in 2026, representing a year-on-year increase of 54.8%, which will contribute to a rigid growth in lithium demand [1] Group 2 - The创业板新能源ETF华夏 (159368) is the largest ETF fund tracking the创业板新能源 index, which encompasses various sectors including batteries and photovoltaics [2] - As of December 30, 2025, the fund's scale reached 676 million yuan, with a maximum daily trading volume of 70.75 million yuan over the past month [2] - The fund has a low fee structure, with a combined management and custody fee of only 0.2%, and nearly 90% of its holdings are in energy storage and solid-state batteries, aligning with current market trends [2]