创业板新能源ETF华夏（159368）是全市场跟踪创业板新能源指数的规模最大ETF基金。创业板新 能源指数主要涵盖新能源和新能源汽车产业，涉及电池、光伏等多个细分领域。创业板新能源ETF华夏 （159368）弹性最大，涨幅可达20cm；费率最低，管理费和托管费合计仅为0.2%；规模最大，截至 2025年10月31日，规模达8.29亿元；成交额最大，近一月日均成交9005万元。其储能含量达59%，固态 电池含量达32%，契合当下市场热点。（联接A：024419联接C：024420） 每日经济新闻 （责任编辑：张晓波 ） 【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 12月11日，早盘储能概念异动拉升，创业板新能源ETF华夏（159368）上涨1.49%，持仓股宁德时 代涨超3%，天华新能涨超2%，欣旺达涨超1%。 消息面上，中金公司研报称，容量电价政策带来短期抢装潮，看好中长期储能需求增长。初步测算 由发 ...

转自：智通财经 【10点半快评：短线情绪回落 题材弱势轮动】早盘三大指数涨跌不一，沪指弱势震荡，创业板指涨超 1%。黄白线分化明显，微盘股指数跌超1%。成交量方面，第一个小时两市放量222亿元，预计全天成 交1.84万亿。当前下跌个股超3600家。板块方面，市场出现分化，题材弱势轮动。早盘市场热点集中在 商业航天等方向，商业航天概念反复活跃，再升科技4连板，四川金顶6天3板。储能概念早盘拉升，不 过整体强度一般，通润装备炸板回落。短线情绪回落，龙洲股份冲高回落，博纳影业炸板回落，安记食 品触及跌停。 ...

新能源及有色金属日报 | 2025-12-11 2025-12-10，碳酸锂主力合约2605开于93000元/吨，收于95980元/吨，当日收盘价较昨日结算价变化2.56%。当日成 交量为620935手，持仓量为605453手，前一交易日持仓量575421手，根据SMM现货报价，目前基差为-680元/吨（电 碳均价-期货）。当日碳酸锂仓单13680手，较上个交易日变化760手。 碳酸锂现货：根据SMM数据，电池级碳酸锂报价91100-94300元/吨，较前一交易日变化-50元/吨，工业级碳酸锂报 价89800-90700元/吨，较前一交易日变化-100元/吨。6%锂精矿价格1175美元/吨，较前一日变化8美元/吨。据SMM 数据，盘面在上午休盘结束后开始上涨，价格重心略有上移。下游材料厂持谨慎观望态度，以刚需采购为主。目 前，上下游企业之间的年度长协谈判仍在持续，博弈焦点集中于明年的价格系数与采购量级。供应端来看，伴随 部分新产线逐步投产以及下游需求对生产的拉动，预计12月国内碳酸锂产量仍将保持增长，环比增幅约为3%。需 求方面，12月新能源汽车销量预计仍表现亮眼；储能市场则延续供需两旺态势，供应偏紧格局依旧 ...

Core Viewpoint - The A-share market for energy storage concept stocks has shown significant strength, with various companies experiencing substantial gains, indicating a positive outlook for the energy storage sector driven by ongoing demand and market developments [1]. Group 1: Market Performance - On December 11, energy storage concept stocks collectively surged, with notable gains including Nandu Power rising over 12%, Shenghui Technology over 10%, and several others reaching the daily limit of 10% [1]. - Key stocks and their performance include: - Nandu Power: +12.18%, Market Cap: 17 billion - Shenghui Technology: +10.67%, Market Cap: 4.179 billion - China Tianying: +10.09%, Market Cap: 14.6 billion - Hancable: +10.03%, Market Cap: 13.5 billion - Jinchuan Group: +9.98%, Market Cap: 11.1 billion - Goldwind Technology: +9.97%, Market Cap: 71.7 billion - Zhongli Group: +9.97%, Market Cap: 10.9 billion - Galaxy Electronics: +7.68%, Market Cap: 7.581 billion - Dongfang Electric: +6.41%, Market Cap: 78.1 billion - Guoji Heavy Industry: +6.12%, Market Cap: 36.3 billion [2]. Group 2: Industry Outlook - According to CICC, the demand for the energy storage industry is expected to remain robust through 2026 due to several factors: 1. The ongoing global energy transition, which increases the reliance on energy storage and grid infrastructure as the share of wind and solar installations rises, alongside the anticipated growth of AI-related energy storage projects [1]. 2. Significant tendering and project planning in major markets such as China, the U.S., and Europe, along with emerging demand in regions like the Middle East, India, Australia, and Chile [1]. 3. Continued strong demand for household and commercial energy storage solutions, driven by persistent electricity shortages in emerging markets [1].

Core Viewpoint - The A-share market's energy storage concept stocks have collectively strengthened, indicating a positive outlook for the energy storage industry driven by ongoing global energy transition trends and strong demand in various markets [1]. Industry Summary - The energy storage sector is expected to maintain high demand through 2026 due to several factors: 1. Continuous global energy transition trends necessitating grid and energy storage construction as the share of wind and solar installations increases, alongside the anticipated rise in AI-related energy storage projects [1]. 2. Significant tendering and planned projects in major markets including China, the U.S., and Europe, as well as emerging demand in the Middle East, India, Australia, and Chile [1]. 3. Strong demand for household and industrial energy storage solutions, with persistent electricity shortages in emerging markets [1]. Company Performance - Notable stock performances in the energy storage sector include: - Nandu Power (南都电源) increased by 12.18%, with a market cap of 17 billion and a year-to-date increase of 17.53% [2]. - Shenghui Technology (昇辉科技) rose by 10.67%, with a market cap of 4.179 billion and a year-to-date increase of 21.39% [2]. - China Tianying (中国天楹) saw a 10.09% increase, with a market cap of 14.6 billion and a year-to-date increase of 26.33% [2]. - Other companies such as Hancable (汉缆股份), Jinchuan Group (今创集团), and Goldwind Technology (金风科技) also experienced significant gains, with increases ranging from approximately 5% to nearly 10% [2].

Summary of the Conference Call for GoodWe Company Overview - The company discussed its performance in the energy storage and inverter sectors, with a focus on expanding into Southeast Asia and other emerging markets [2][4][6]. Key Points and Arguments Financial Performance - The company expects fourth-quarter revenue to be approximately 500 million yuan, remaining stable compared to the third quarter [2][4]. - The average monthly shipment of energy storage inverters is projected to be between 15,000 to 20,000 units, consistent with or slightly above the previous quarter [2][4][5]. Energy Storage Business - Energy storage batteries are expected to see a quarter-on-quarter growth of 30% to 50%, with November achieving a historical high, primarily due to subsidies in the Australian market [2][4][5]. - The Australian market accounts for 40% to 50% of the company's energy storage business, while Europe contributes 30% to 40% [2][4][5]. Market Expansion - The company is actively expanding into emerging markets such as Southeast Asia, the Middle East, Ukraine, and Pakistan, which are gradually developing towards integrated energy storage systems [2][6]. - The company holds a market share of approximately 10% in the Australian household storage market, ranking among the top five competitors [2][9]. Product Development - A new ESA integrated machine product was launched in late October to early November, receiving positive market feedback and is expected to enhance market share [2][10]. Market Trends and Outlook - Demand in Australia is expected to remain stable or slightly increase in 2026, with emerging markets in Asia, Africa, and Latin America contributing additional growth [3][12]. - The company maintains an optimistic outlook for 2026, focusing on consolidating traditional strengths in household photovoltaics and accelerating commercial and large-scale energy storage projects [2][7][13]. Competitive Landscape - The company faces competition from players like Siga and FOX, with Tesla's market share declining [9]. - The Australian market experiences seasonal fluctuations, with stronger performance in the second, third, and fourth quarters, driven by subsidy policies [11]. Future Projections - The company anticipates a significant increase in energy storage system shipments, projecting a growth of 30% to 50% in 2026 [13]. - The company is also exploring ODM orders and pilot projects in energy storage, aiming to establish a more independent business unit [14]. Challenges and Risks - Short-term market issues may impact sales volume, while long-term challenges could affect brand reputation and customer confidence [8]. - The company acknowledges the need for reliable systems, especially in light of recent instability in competitor products [8]. Regional Insights - The Ukrainian market currently has a low shipment volume of about 1,000 units per month, but there are opportunities for growth as competitors have begun to capitalize on this market [21]. Additional Important Information - The company is focusing on integrating energy storage systems and enhancing the reliability and safety of its products over the next few years [14]. - The energy storage market is expected to see significant growth in both commercial and residential sectors, with a focus on larger capacity systems [12][17].

Core Viewpoint - The continuous emergence of "GWh-level" energy storage orders overseas demonstrates that leading Chinese energy storage companies are becoming a key force in reshaping the global energy storage landscape [2][5]. Group 1: Market Overview - From 2025 onwards, the total scale of overseas orders signed by the top 10 energy storage giants reached 166.26 GWh, which is 2.04 times the new installed capacity of 81.5 GWh in the overseas energy storage market in 2024 [2]. - Australia leads with an order volume of 41.16 GWh, followed by the Middle East with 38 GWh, and Asia (excluding China) with 33.642 GWh [2]. Group 2: Company Performance - All top 10 energy storage giants have overseas order volumes exceeding 4 GWh, with six companies surpassing 10 GWh. The top three are CATL (52.9 GWh), Hicharge (34.01 GWh), and BYD (19.7 GWh) [3]. - Specific overseas order details are provided in the appendix of the article, highlighting the significant contributions of these companies to the global market [3]. Group 3: Risks and Challenges - Many overseas orders are merely intention orders, with execution cycles lasting 2-3 years or longer. The global energy storage industry is currently facing unprecedented challenges, with potential risks accumulating behind the surge in overseas orders [5][6]. - The bankruptcy of Powin, a former top 3 global energy storage system integrator, could significantly impact the global development of many companies. Powin has built and is constructing energy storage systems exceeding 17 GWh globally [5][6]. - The future of many overseas projects is likely to face delays or terminations due to ongoing global policy and market negotiations, which will profoundly affect the globalization and structure of the energy storage industry [6]. Group 4: Financial Health and Strategy - Maintaining financial health is crucial for companies in the current industry landscape. Historically, financially healthy companies are more likely to survive industry downturns, while financially weak companies may face severe challenges, including debt defaults or bankruptcy [6]. - Companies must prioritize survival before expanding their global market influence and capabilities, especially considering the volatility of global economic and market demands [6].

凤凰网财经讯 12月11日，三大指数集体高开，沪指高开0.09%，深成指高开0.13%，创业板指高开 0.05%，贵金属、海南、能源金属等板块指数涨幅居前。 | | | | | 沪深京重要指数 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 咸新 | 涨幅% | | 涨跌 涨跌家数 | 涨速% | 息手 | 现手 | 金额 | | 上证指数 | 3903.89 | 0.09 | 3.39 | 1107/740 | -0.02 | 5847 | 584万 | 69.36 亿 | | 深证成指 | 13333.29 | 0.13 | 16.87 | 1447/895 | 0.03 | 8247 | | 824万 106.35亿 | | 北证50 | 1393.32 | 0.25 | 3.52 | 151/74 | 0.24 | 6.62万 | 6.62万 | 8498万 | | 创业板指 | 3210.55 | 0.05 | 1.55 | 704/468 | 0.05 | 156 7 | 156万 | 39.9 ...

早盘储能概念异动拉升，通润装备涨停，南都电源、能辉科技、苏文电能、昇辉科技跟涨。 ...

文 | 中关村储能产业技术联盟 尽管全球储能电池成本持续走低，但巴西较高的进口税负曾显著推高国内储能系统价格，成为制 约市场发展的关键瓶颈。 在此背景下，巴西于11月25日颁布了 《第15.269号法律》 ，出台了一系列针对电池储能系统 的法规与激励措施。 该法律将电能存储确立为一个 独立实体 ， 与发电、输电、配电和电力交易等业务并列，由巴西 电力监管机构Aneel进行统一监管。 《第15.269号法律》所推动的更广泛改革，系统性地构建了巴西自由电力市场的开放框架，并 制定了未来数年的分阶段实施时间表。 自2027年11月起 ，商业和工业用户将获准转入自由市 场，且不受其接入电压等级的限制；而包括居民用户在内的所有其他消费者，则 可从2028年11 月（即该法律颁布36个月后）开始 自主选择电力供应商。 巴西能源转型正迎来关键节点， 《第15.269号法律》的出台， 为市场提供了明确的规则和强劲 的经济激励， 市场潜力备受瞩目， 中国企业正积极布局。 东方日升 近日宣布与巴西工业巨头WEG公司正式签署一项总容量达3GWh的储能系统战略合作 协议。而在今年初， 东方日升还曾与巴西MTR Solar公司成功签署 ...