20cm速递｜创业板新能源ETF国泰（159387）回调超1.1%，低轨卫星与储能需求或成新动能

Group 1 - The core viewpoint is that the energy storage battery industry is transitioning from a supporting role in the renewable energy sector to a core infrastructure for stabilizing electricity in the smart era, driven by market demand and technological innovation [1] - The global energy transition is driving rapid growth in the energy storage market, with shipments expected to reach 246.4 GWh in the first half of 2025, representing a year-on-year increase of 115.2%, indicating a shift from oversupply to tight supply in the industry [1] - Leading companies in the energy storage sector are achieving capacity utilization rates exceeding 90%, highlighting the increasing demand and market dynamics [1] Group 2 - The demand for artificial intelligence data center (AIDC) energy storage is emerging as a new growth area, with shipments projected to exceed 300 GWh by 2030, reflecting a compound annual growth rate of over 60% over five years [1] - IGBT power semiconductors are identified as core components in the power electronics field, with the market size in China expected to surpass 60 billion yuan, driven by demand from new energy vehicles, smart grids, and industrial automation [1] - The role of IGBT in enhancing energy conversion efficiency and ensuring stable operation of equipment is becoming increasingly critical as AI infrastructure emerges as a significant consumer of electricity [1]