20cm速递｜供应趋紧、储能托底，静待节后需求回暖！创业板新能源ETF华夏（159368）上涨0.78%，同类费率最低

Group 1 - The core viewpoint of the article highlights the performance of the ChiNext New Energy ETF, which rose by 0.78% on February 12, 2026, with notable gains in stocks such as Feirongda (over 6%), Robotech (over 5%), and Zhenyu Technology (over 3%) [1] - The average domestic lithium metal price reported by Changjiang Nonferrous Metals Network is 1,000,000 yuan per ton, reflecting a daily increase of 10,000 yuan, or 1.01%, with the price range recovering to 980,000-1,020,000 yuan per ton [1] - The lithium metal market is expected to maintain a tight balance before the Spring Festival, with prices primarily fluctuating within a range. Key variables post-holiday will depend on the resumption of downstream industries [1] - If energy storage projects commence in spring and the production of power batteries resumes as scheduled, the current relatively low inventory levels may trigger concentrated replenishment demand, potentially pushing prices upward [1] - In the medium to long term, a global supply-demand gap for lithium is expected to persist, with companies possessing low-cost resource endowments or recycling lithium technology likely to dominate pricing in the future market [1] Group 2 - The ChiNext New Energy Index encompasses various sectors within the new energy and electric vehicle industries, including batteries and photovoltaics, and is the only index on the ChiNext with a 20% daily price fluctuation limit [1] - The ChiNext New Energy ETF (159368) is characterized by high elasticity, with a maximum increase of 20%, and features the lowest fees, with a total management and custody fee of only 0.2% [1] - The ETF has a nearly 90% allocation to energy storage and solid-state batteries, aligning well with current market trends [1]