Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2026-01-23 03:05Group 1 - The core viewpoint highlights that the global energy storage battery demand is entering a high prosperity phase due to the maturation of the domestic energy storage market, increasing overseas penetration rates, and frequent issues related to aging power grids and electricity shortages [1] - It is expected that the demand will continue to be strong in the short term, with Q1 2026 maintaining high capacity utilization rates across various segments [1] - The overall investment in the State Grid Corporation during the "14th Five-Year Plan" period is projected to reach 4 trillion yuan, representing a 40% increase compared to the previous plan [1] Group 2 - The ETF Guotai (159387) tracks the Innovation Energy Index (399266), which selects listed companies involved in clean energy production, storage, transmission, and application from the Shanghai and Shenzhen markets [2] - The index aims to reflect the overall performance of listed companies with technological innovation capabilities and growth potential in the renewable energy and related technology sectors [2]