Group 1 - The core point of the news is that Jiayuan Technology announced a long-term supply agreement with CATL for negative electrode current collector materials, ensuring production capacities of no less than 15.7, 20.4, and 26.5 million tons for the years 2026 to 2028 [1] - This agreement marks the first long-term supply contract for material suppliers since 2021, indicating CATL's proactive approach to securing supply amid potential shortages in lithium battery materials for 2026-2027 [1] - As of November 6, 2025, the ChiNext New Energy Index (399266) rose by 1.64%, with significant gains in constituent stocks such as Dongsheng Technology (300073) up 4.46% and Robotech (300757) up 4.14%, reflecting positive market sentiment towards the new energy sector [1] Group 2 - As of October 31, 2025, the top ten weighted stocks in the ChiNext New Energy Index (399266) include major players like Sunshine Power (300274) and CATL (300750), collectively accounting for 67.68% of the index [2] - The ChiNext New Energy ETF (159261) closely tracks the performance of the ChiNext New Energy Index, indicating strong investor interest in the new energy sector [1][2]