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20cm速递|午后翻红,创业板新能源ETF华夏(159368)规模同类第一
Mei Ri Jing Ji Xin Wen· 2025-09-22 06:30
Group 1 - The A-share market saw a collective rise in the three major indices on September 22, 2025, with the ChiNext New Energy ETF (Hua Xia, 159368) turning positive in the afternoon, up 0.22%. Notable stocks included Defu Technology rising over 5%, and Feirongda and Dier Laser both increasing over 4% [1] - At the "2025 Suining International Lithium Battery Industry Conference" held on September 20, 2025, a total investment of 15.8 billion yuan was signed for lithium battery and related industry projects, covering cutting-edge areas such as solid-state battery materials and energy storage battery production [1] - The conference released the "Global Lithium Battery Industry Chain Map White Paper (2025)", which visually outlines the geographical distribution and resource layout of the global lithium battery industry chain. It indicates that with technological breakthroughs by Chinese, Japanese, and Korean companies in solid-state batteries, the value focus of the industry chain is rapidly shifting towards high value-added segments. By 2030, it is expected that vehicles equipped with semi-solid and solid-state batteries will account for nearly one-third of the global lithium battery market [1] - CITIC Construction Investment believes that the lithium battery sector has already realized the logic of exceeding market demand expectations for 2025, and with favorable developments in energy storage bidding, a second wave of market activity in the sector may occur at any time [1] Group 2 - The ChiNext New Energy ETF (Hua Xia, 159368) is the first ETF in the market tracking the ChiNext New Energy Index and is the only fund in its category with an off-market connection. The index primarily covers the new energy and new energy vehicle industries, involving multiple sub-sectors such as batteries and photovoltaics [2] - The ChiNext New Energy ETF (Hua Xia, 159368) has the highest elasticity, with a maximum increase of 20cm; it has the lowest fee rate, with a total management and custody fee of only 0.2%; it is the largest in scale, reaching 730 million yuan as of September 19, 2025; and it has the highest trading volume, with an average daily trading amount of 50.09 million yuan over the past month. Its energy storage content is 51%, and solid-state battery content is 23.6%, aligning with current market trends [2]