Group 1 - The core viewpoint of the news highlights the significant investment in China's power grid during the "14th Five-Year Plan" period, with a projected investment of 4 trillion yuan, marking a 40% increase compared to the previous plan, which supports domestic growth and the transition to renewable energy [1] - The expected increase in energy storage installations by 33% year-on-year in 2026 and lithium battery demand reaching 2336 GWh, a 25% increase year-on-year, indicates a robust growth potential in the industry [1] - The China National Grid's fixed asset investment during the "15th Five-Year Plan" (2026-2030) is set to reach a historical high, with an average annual investment exceeding 800 billion yuan, reflecting a structural transformation aimed at accommodating renewable energy and supporting the digital economy [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 within the renewable energy and electric vehicle industries, including batteries and photovoltaics [2] - The fund has high elasticity, with a potential price increase of up to 20%, and features the lowest fees, with a total management and custody fee of only 0.2% [2] - As of January 9, 2026, the fund's scale reached 646 million yuan, with an average daily trading volume of 69.49 million yuan over the past month, and nearly 90% of its holdings are in energy storage and solid-state batteries, aligning with current market trends [2]
20cm速递|近十日流入超1亿元!创业板新能源ETF华夏(159368)规模同类第一