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创业板新能源ETF(159387)涨超1.2%,储能政策松绑与固态电池产业化受关注
Mei Ri Jing Ji Xin Wen· 2025-06-27 02:11
Group 1 - The solid-state battery industry is entering a pre-production phase, with major manufacturers achieving pilot production and automotive companies starting road tests, indicating an accelerated industrialization process [1] - Breakthroughs in battery materials technology in China, including silicon-based anodes and all-solid-state batteries, are expected to coexist with lightweight and high-capacity designs, making 2025-2027 a critical period for pilot expansion and vehicle validation [1] - The revised U.S. legislation extending energy storage ITC subsidies and relaxing eligibility criteria is expected to significantly benefit the U.S. large-scale energy storage market, which remains a high-margin and profitable sector [1] Group 2 - The Guotai Innovation Energy Index, tracked by the ChiNext New Energy ETF, includes listed companies in the renewable energy and environmental protection sectors, reflecting the overall performance of China's innovative energy industry [2] - The index has shown high growth potential and industry representation, with a recent trading day performance of a 1.04% change [2]