Group 1 - The core viewpoint is that the lithium battery and renewable energy sectors are experiencing significant growth, driven by surging demand for energy storage solutions, particularly in overseas markets [1] - The Shanghai Stock Exchange Sci-Tech Innovation Board New Energy Index (000692) has seen a strong increase of 1.55%, with notable gains from companies such as Hangke Technology (688006) up 11.87% and Daqo Energy (688303) up 9.05% [1] - According to CITIC Securities, leading battery manufacturers are experiencing full order books and capacity shortages, with some having nearly filled their energy storage battery orders for 2026 [1] Group 2 - The Sci-Tech Innovation Board New Energy ETF (588830) closely tracks the performance of the New Energy Index, which includes 50 large-cap companies in solar, wind, and electric vehicle sectors, with battery stocks accounting for 38.5% of the index [2] - As of August 29, 2025, the top ten weighted stocks in the New Energy Index collectively represent 48.15%, with companies like JinkoSolar (688223) and Trina Solar (688599) among the leaders [2]

中国储能网8月发文称，2024年还在产能过剩的储能电芯市场，最近突然进入了"加价也排不到货"的状 态，这种供需反转的速度超出了所有人的预期。宁德时代（300750）、亿纬锂能（300014）、瑞浦兰 钧、远景储能等企业的产线持续满负荷运转，订单量激增至需排队等候，有企业表示"客户加价也排不 了单"。 多位产业界人士对记者表示，海外订单激增和国内政策变化，是供需扭转的两大主要原因。其中，海外 市场的爆发式增长推动了国内储能企业订单激增，尤以新兴市场更为明显。 经济观察网据证券时报网消息，近日，证券时报记者实地走访海辰储能重庆基地发现，该工厂正在开足 马力生产。海辰储能制造板块负责人对记者表示，今年3月至今，海辰厦门和重庆工厂一直处于满产状 态，目前订单已经排到10月。 ...