锂电迎来节后旺季，储能电池ETF易方达（159566）、科创新能源ETF易方达（589960）获市场关注

Core Viewpoint - The renewable energy battery sector is experiencing significant growth, with key indices and stocks showing strong performance, driven by increasing demand and favorable policies [1] Group 1: Market Performance - As of 14:15, the Guozheng New Energy Battery Index rose by 1.4%, with stocks such as Anning Co. hitting the daily limit, and Xiongtao Co. increasing by over 8% [1] - The Kexin New Energy Index saw a 2.5% increase, with stocks like Gaomei Co. rising over 12% and Wukuang New Energy increasing by over 8% [1] Group 2: Industry Growth - According to data from the Zhongguancun Energy Storage Industry Technology Alliance, new energy storage installations are expected to reach 3.8 GW/10.9 GWh in January 2026, representing a year-on-year growth of 62% and 106% respectively [1] - The industry is entering a phase of accelerated growth, supported by national capacity pricing policies that provide a safety net for energy storage revenues [1] Group 3: Investment Opportunities - The traditional trading season for lithium batteries post-Spring Festival is expected to drive strong demand, potentially leading to simultaneous increases in volume and price across the industry chain [1] - The Guozheng New Energy Battery Index comprehensively covers the energy storage industry chain, with the E Fund Energy Storage Battery ETF (159566) having a latest scale exceeding 4.7 billion yuan, making it the largest ETF tracking this index [1] - The E Fund Kexin New Energy ETF (589960) tracks the Kexin New Energy Index, which is highly elastic and focuses on key areas such as photovoltaic energy and the battery industry chain, making it a convenient tool for investing in the renewable energy sector [1]