每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 申港证券指出，当前动力和储能电池行业因过度竞争导致企业利润率普遍承压，但通过治理非理性 竞争、加强知识产权保护，行业竞争环境将更加公平有序，企业竞争焦点从价格战转向技术战与质量 战，盈利空间有望逐步改善。政策引导下，具备技术优势、规模效应和品牌影响力的头部企业将获得更 多资源，行业集中度有望提升，供需格局将改善。海外市场将成为重要增长极，在"合理有序出海"政策 引导下，国内企业将更注重国际化发展的质量与可持续性，技术优势有望获得溢价。工信部将科学编 制"十五五"产业发展规划，强化标准支撑和技术创新，推动产业高质量发展。总体来看，政策与市场协 同发力将助力行业突破发展瓶颈，培育全球竞争力。 创业板新能源ETF国泰（159387）跟踪的是创新能源指数（399266），单日涨跌幅达20%，该指数 从市场中选取涉及清洁能源、节能 ...

Group 1 - The core viewpoint of the article highlights the significant inflow of capital into the new energy sector, particularly through the ChiNext New Energy ETF, indicating strong investor interest in renewable assets [1] - The lithium battery industry is currently in an upward cycle, with leading manufacturers achieving over 80% capacity utilization and a year-on-year increase in capital expenditure exceeding 30% [1] - Export controls are primarily focused on high-end products with an energy density exceeding 300Wh/kg, which is expected to have limited short-term impact but will benefit leading companies with strong product capabilities and overseas production capacity in the long term [1] Group 2 - The ChiNext New Energy ETF (159387) tracks the Innovation Energy Index (399266), which has a maximum fluctuation limit of 20% and selects listed companies involved in clean energy production, storage, and application [1] - The index emphasizes companies with technological innovation capabilities and high growth potential, focusing on sectors such as solar energy, wind energy, electric vehicles, and related equipment manufacturing [1]