20cm速递｜新能源板块回调，创业板新能源ETF国泰（159387）回调超4%，资金持续布局，近20日资金净流入超8亿元

Group 1 - The new energy sector has experienced a correction, with the ChiNext New Energy ETF (Guotai, 159387) declining over 4%, while funds continue to flow in, with a net inflow of over 800 million yuan in the past 20 days [1] - Data centers have become a core incremental application scenario for the power equipment industry, driving demand growth and technological iteration in power equipment [1] - The global data center's new installed capacity is expected to reach approximately 14 GW in 2024, with significantly increased power density per cabinet, raising requirements for power supply stability and energy efficiency [1] Group 2 - The industry’s prosperity is directly driven by downstream capital expenditures, with total capital expenditures from major overseas companies reaching 99.617 billion USD in Q3 2025, a year-on-year increase of 80.39%, continuing a high growth trend [1] - The ChiNext New Energy ETF (Guotai, 159387) tracks the Innovation Energy Index (399266), which has a daily price fluctuation limit of 20%, selecting listed companies involved in solar energy, wind energy, electric vehicles, and other clean energy technologies to reflect the overall performance in technological innovation and sustainable development in the new energy sector [1] - The industry allocation focuses on renewable energy and related industrial chains [1]