20cm速递｜新能源板块景气上行，创业板新能源ETF国泰（159387）涨超1.8%，近20日资金净流入超9亿元

Group 1 - The core viewpoint is that the rising silver prices are intensifying cost reduction pressures in the photovoltaic industry, making "de-silvering" a pressing need for battery mass production [1] - Silver, as a key raw material for photovoltaic cell paste, has seen significant price increases that directly affect the manufacturing costs of solar cells [1] - N-type batteries (TOPCon, HJT, BC, etc.) have become the mainstream technology in the industry, with a substantial increase in silver consumption per watt compared to traditional P-type batteries [1] Group 2 - Laser technology is becoming the core support for the photovoltaic industry's transition to de-silvering due to its high precision and efficiency advantages [1] - Laser transfer technology can achieve a 30%-40% reduction in silver paste usage while also enhancing battery conversion efficiency, making it compatible with various high-efficiency battery routes [1] - The ChiNext New Energy ETF (159387) tracks the Innovation Energy Index (399266), which selects listed companies involved in clean energy, new energy vehicles, and energy storage technologies to reflect the overall performance of high-growth potential and technologically advanced companies in the new energy sector [1]