有券商表示，景气反转带动业绩修复，新技术催化推动估值提升。中国锂电设备行业在经历两年深度调整后，今年在 营收端与利润端均呈现触底企稳迹象，订单与合同负债也在逐季度改善；固态电池技术加速进化，催生锂电设备新增 量。 受盘面影响，储能电池ETF涨超2%。 | 代码 | 名称 | 现价 | 涨跌 涨跌幅 | | | --- | --- | --- | --- | --- | | 159566 | 储能电池ETF | 2.022 | 0.053 | 2.69% | | 159305 | 储能电池ETF广发 | 1.793 | 0.047 | 2.69% | 储能电池概念股走强，英维克涨超8%，阳光电源涨约5%。 （文章来源：每日经济新闻） ...

个股方面，富临精工跌超15%，中能电气、海博思创、万润新能等多股跌超10%，阿特斯、鹏辉能源、 永福股份、奥特迅、派能科技跌幅居前。 11月18日，储能概念午后持续调整。Wind数据显示，截至发稿，储能指数跌超4%。截至昨日收盘，该 指数月内累计涨5.71%。 | 代码 | 名称 | 涨幅 | 现价 | | --- | --- | --- | --- | | 300432 | 富临精工 | 15.58% | 16.27 | | 300062 | 中能电气 | 14.68% | 9.52 | | 688275 | 万润新能 | 12.28% | 88.11 | | 688411 | 海博思创 | 11.69% | 319.00 | | 301152 | 天力锂能 | 11.14% | 38.03 | | 603067 | 振华股份 | 10.00% | 27.54 | | 603659 | 環泰来 | -9.99% | 28.46 | | 600067 | 冠城新材 | -9.98% | 4.42 | | 002451 | 摩恩电气 | -9.95% | 12.93 | | 301358 | 湖南裕能 | -9 ...

11月18日，储能概念午后持续调整。Wind数据显示， 截至发稿， 储能指数跌超4%。截至昨日收盘，该指数月 内累计涨5.71%。 | G | | | 储能指数(884790) | | | | --- | --- | --- | --- | --- | --- | | 11-18 14:24:01 | | | | | | | 5559.36 | | 昨收 | 5796.14 | 成交额 | 864.04亿 | | -236.77 | -4.09% | 今年 | 5780.21 | 成交量 | 16.36亿 | | 上涨 | 3 | 75 | 0 | 下跌 | 53 | | 最高价 | 5789.86 | 市智率 | 31.4 | 近20日 | 7.80% | | 最低价 | 5552.61 | 市净率 | 4.41 | 今年来 | 64.69% | | 分时 | 五日 | 日K | | 周K 月K 更多 | | | 叠加 设均线 MA 5:5715.02↓ 10:5699.88↑ 20:5512.35↑ 6064.70 | | | | | | | | | | | | 5901.19-> | | 8 5083 ...

"算力的尽头是电力"，这一命题在今年以来海外"电荒"愈演愈烈的背景下已经从一个看似遥远的预言，变 成了引人注目的现实问题。而当前AI数据中心使得全球电力供应走向全面紧张，电价中枢拾级而上的态 势，也有望助推电力行业迎来新一轮的价值重塑。绿色电力ETF易方达（562960，场外联接A/C: 019058/019059）一键打包风光、水电、火电转型龙头企业，可以成为投资者关注AI带动下电力行业景气 攀升机遇的便捷工具！ 1. 海外"电荒"来袭，欧美电力价格涨势迅猛 全球AI全面发展，电力需求与日俱增，而以美国为代表的海外国家电力供应系统则对此显得捉襟见肘。 2025年1月，美国官方《Declaring a National Energy Emergency》行政令宣布美国进入能源紧急状态，行政 令明确指出由于人工智能数据中心的扩张以及国内制造业的增长等技术的快速进步，美国正经历前所未有 的电力需求激增。市场对美国缺电的担忧逐步强化。海外"电荒"的来势凶猛从电力价格走势上可见一斑。 在2024年至今的能源价格下行周期，原油、煤炭价格均有回落，但美国电价却开始飙升。美国电力PCE指 数拉升至近十年以来的高位。欧盟各国 ...

截至午间收盘，中证新能源指数下跌3.9%，国证新能源电池指数下跌3.3%，中证光伏产业指数下跌 5.3%，中证上海环交所碳中和指数下跌1.9%，储能电池ETF（159566）早盘净申购达3500万份。 2025世界动力电池大会今日在四川开幕，该大会自2022年起已连续成功举办三届，已成为全球动力电池 产业交流与合作的重要平台。本届大会以"新视野新生态新机遇"为主题，其中6场专题会议精准聚焦前 瞻技术、新型储能、回收利用、创新应用、物流供应链、质量强链六大关键领域，展览展示则集中呈现 低空经济、具身智能、电动工具、电动船舶等前沿技术应用场景，全方位搭建产业交流合作平台。 （文章来源：每日经济新闻） ...

Market Overview - The three major A-share indices showed mixed results, with the Shanghai Composite Index rising by 0.53%, the Shenzhen Component Index increasing by 0.18%, while the ChiNext Index fell by 0.92% and the Beijing Stock Exchange 50 dropped by 0.67% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 21,944 billion yuan, an increase of 1,742 billion yuan compared to the previous day [1] - Over 3,300 stocks in the market experienced gains [1] Sector Performance - The consumer sectors, including liquor, tourism and hotels, beauty care, and retail, along with cultivated diamonds, non-ferrous metals, silicon energy, and phosphate chemicals, saw significant gains [1] - Conversely, sectors such as copper cable high-speed connections, wind power equipment, CPO, and humanoid robot concepts faced notable declines [1] ETF Performance - The consumer sector ETFs performed strongly, with the tourism sector leading the gains; the Fortune Fund Tourism ETF and the Huaxia Fund Tourism ETF rose by 5.99% and 5.66%, respectively [1] - Liquor stocks rebounded, with the Penghua Fund Liquor ETF and the Tianhong Food and Beverage ETF increasing by 4.5% and 3.96% [1] - Gold prices saw an afternoon increase, with the Yongying Fund Gold Stock ETF and the Huaxia Fund Gold Stock ETF rising by 2.99% and 2.76% [1] - The chemical sector continued its upward trend, with the Penghua Fund Chemical ETF increasing by 2.12% [1] Declining Sectors - The new energy battery sector experienced a widening decline in the afternoon, with the energy storage battery ETFs from Guangfa and others dropping by 2.37%, 2.36%, and 2.33% [1] - The automotive parts sector weakened, with the automotive parts ETF falling by 1.8% [1]

ETF Industry News - The Shanghai Composite Index rose by 0.53%, with the tourism ETFs leading the gains, increasing by 5.99% and 5.66% respectively [1] - Multiple Hong Kong ETFs have attracted over 20 billion yuan in net inflows this year, with the Hong Kong Internet ETF receiving nearly 54.4 billion yuan [1] - The Southbound ETF Connect has expanded, now including six new ETFs, with the first inclusion of ETFs containing US stock assets [1] Market Overview - On November 10, the Shanghai Composite Index closed at 4018.6 points, with a daily high of 4018.7 points, while the Shenzhen Component Index and the ChiNext Index saw minor increases and a decrease of 0.92% respectively [2] - The Hang Seng Index and Nikkei 225 showed strong performance, with daily increases of 1.55% and 1.26% respectively [2] Sector Performance - The beauty care, food and beverage, and retail sectors performed well, with daily increases of 3.6%, 3.22%, and 2.69% respectively [5] - Conversely, the electric equipment, machinery, and electronics sectors lagged behind, with declines of -1.09%, -0.71%, and -0.51% respectively [5] ETF Market Performance - Cross-border ETFs showed the best performance with an average increase of 1.48%, while stock index ETFs had the worst performance with an average decrease of -0.06% [7] - The top-performing ETFs included tourism ETFs with gains of 5.99% and 5.66%, and a wine ETF with a gain of 4.50% [9] Trading Volume of ETFs - The top three ETFs by trading volume were the A500 ETF Fund, the CSI A500 ETF, and the A500 ETF from E Fund, with trading volumes of 5.102 billion yuan, 4.449 billion yuan, and 4.179 billion yuan respectively [11]

Market Overview - The market is experiencing a rebound with mixed performance across the three major indices, highlighting rapid rotation of market hotspots, particularly in the tourism and consumer sectors, while the humanoid robot concept is weakening [1] - The tourism ETF has surged over 5%, indicating strong investor interest in this sector [1] Tourism Sector - Various segments of the tourism industry, including scenic spots, hotels, travel agencies, and retail, are showing comprehensive recovery, supported by continuous government policies aimed at promoting high-quality development in tourism [3] - Upcoming holidays such as New Year's and an extended Spring Festival, along with increased interest in winter tourism and the introduction of duty-free and visa-free policies, have significantly boosted the tourism sector's momentum [3] ETF Performance - The tourism ETF (159766.SZ) rose by 5.99%, while other related ETFs such as the liquor ETF and consumer ETFs also showed positive performance, with increases ranging from 3.61% to 4.5% [2] - Conversely, several battery-related ETFs have seen declines exceeding 2%, indicating a downturn in that sector [4] Battery Technology - Solid-state batteries are advancing from laboratory research to commercialization, driven by their high energy density and safety advantages, alongside supportive policies and evolving market demands [5] - The global solid-state battery industry is at a critical stage of moving towards commercial viability, reflecting ongoing technological advancements [5]

Group 1 - The overall performance of ETFs on November 10 showed mixed results, with some sectors experiencing significant gains while others faced declines [1][2] - The tourism ETFs (159766 and 562510) saw notable increases of 5.99% and 5.66% respectively, indicating strong investor interest in the tourism sector [1][2] - The wine ETF (512690) also performed well, rising by 4.50%, reflecting positive market sentiment towards the beverage industry [1][2] Group 2 - On the downside, the Sci-Tech Information ETF (588260) decreased by 2.44%, suggesting potential concerns in the technology sector [1][2] - The energy storage ETFs (159566 and 159305) also experienced declines of 2.37% and 2.36% respectively, indicating challenges in the energy storage market [1][2] - Other ETFs related to batteries, such as the Battery ETF (561910) and Lithium Battery ETF (561160), also reported losses, with declines ranging from 2.10% to 2.33% [2]

Core Insights - The market is experiencing increased attention towards the renewable energy sector, driven by China's firm stance on renewable energy strategies and adjustments in industry supply due to anti-competition measures [1] - New demands, particularly in energy storage, are exceeding expectations, leading to improved industry prosperity [1] - The overall market remains in a phase of oscillating upward movement, with renewable energy expected to become a new hotspot attracting widespread capital interest [1] Market Performance - As of midday closing, the CSI Photovoltaic Industry Index rose by 0.6% [1] - The CSI Shanghai Carbon Neutrality Index decreased by 0.1% [1] - The CSI New Energy Index fell by 0.2% [1] - The National New Energy Battery Index dropped by 2.6% [1] - The Energy Storage Battery ETF (159566) saw over 70 million net subscriptions in the morning session [1]