碳中和50ETF(159861)盘中涨超1.5%,锂电供需改善与储能转型引关注
Mei Ri Jing Ji Xin Wen·2026-01-09 07:01

Core Viewpoint - The carbon neutrality 50 ETF (159861) has seen a rise of over 1.5% due to improvements in lithium supply and demand, as well as a shift towards energy storage [1] Group 1: Lithium Industry - The lithium industry has undergone a three-year adjustment period, with supply and demand fundamentals improving significantly, leading to a price recovery from below 60,000 yuan/ton to above 130,000 yuan/ton [1] - Demand for lithium is primarily driven by power batteries, while energy storage is emerging as a new growth area due to its economic viability [1] - Supply growth is expected to slow down, with Western Australia’s lithium production remaining flat year-on-year, and new capacities from African mines and South American salt lakes gradually being released [1] - Domestic lithium mica supply is facing short-term disruptions due to mining permit issues [1] Group 2: Cobalt Market - In the cobalt market, the Democratic Republic of Congo's quota policy has led to a significant tightening of supply, with the quota expected to drop to 96,600 tons in 2025, a year-on-year decrease of 56% [1] - The medium to long-term supply and demand balance for cobalt may shift towards a tight equilibrium, potentially raising the price center for cobalt [1] Group 3: Rare Earth Permanent Magnet Sector - The supply landscape in the rare earth permanent magnet sector is continuously optimizing, with the implementation of the "Rare Earth Management Regulations" promoting industry consolidation [1] - The demand for new energy vehicles has increased, now accounting for 42% of the market, while new applications such as energy-saving motors and humanoid robots are opening up long-term growth opportunities [1] Group 4: Carbon Neutrality 50 ETF - The carbon neutrality 50 ETF (159861) tracks the Environmental Protection 50 Index (930614), which selects securities from the Chinese A-share market related to clean energy, energy conservation, and pollution control [1] - The Environmental Protection 50 Index includes 50 constituent stocks covering the entire industrial chain of environmental monitoring and resource recycling, aiming to reflect the overall performance of representative companies in the environmental protection sector [1]

碳中和50ETF(159861)盘中涨超1.5%,锂电供需改善与储能转型引关注 - Reportify