近日，国家发改委、国家能源局发布《新型储能规模化建设专项行动方案（2025-2027年）》，强调要推动新型储能规模化 建设和高质量发展，并明确提出到2027年全国新型储能装机规模达到1.8亿千瓦，带动直接投资2500亿元。 本周，中证新能源指数上涨1.7%，国证新能源电池指数上涨1.5%，中证上海环交所碳中和指数上涨1.2%，中证光伏产业指 数下跌0.01%。Wind数据显示，截至昨日，储能电池ETF（159566）本周共获2.6亿元资金净流入。 | | 中证新能源 指数 | 国证新能源 电池指数 | 中证光伏产 业指数 | 中证上海环 交所碳中和 | | --- | --- | --- | --- | --- | | | | | | 指数 | | 本周涨跌幅 | 1.7% | 1.5% | -0. 0% | 1.2% | | 指数估值 | 滚动市盈率 | 滚动市盈率 | 市净率 | 滚动市盈率 | | | 52.6倍 | 32. 3倍 | 2.4倍 | 24. 2倍 | | 指数估值 分位 | 85. 6% | 85. 4% | 47. 1% | 82. 6% | | 跟踪该指数 的ETF | 新能源ETF ...

Market Overview - A-shares indices collectively strengthened, with the Shanghai Composite Index making another push towards 3500 points, closing up 0.7%, Shenzhen Component up 1.46%, and ChiNext up 2.39% [1] - The total trading volume in the Shanghai and Shenzhen markets exceeded 1.4 trillion yuan [1] Sector Performance - The power-related ETFs led the gains, with multiple solar energy ETFs rising over 5% [2] - The recent "anti-involution" discourse in the solar industry has been highlighted, with government meetings emphasizing the need to address low-price competition and promote product quality [2][3] Industry Insights - Pacific Securities noted that the government's stance on "anti-involution" signals a potential acceleration in supply-side capacity clearing and may drive technological breakthroughs in the solar industry, indicating a possible turning point [3] - The solar industry is expected to shift from price wars to technological differentiation, optimizing capacity structure and accelerating technological progress, which will drive equipment demand [3] Pharmaceutical Sector - The pharmaceutical sector is experiencing a pullback, but Huachuang Securities remains optimistic about the industry's growth in 2025, citing low valuations and favorable macroeconomic factors [4] - The focus is shifting from quantity to quality in the domestic innovative drug sector, with an emphasis on products that can deliver profits [4] ETF Activity - The Hong Kong Securities ETF (513090) showed significant trading activity, with a trading volume exceeding 15.7 billion yuan [5] - The turnover rate for the benchmark government bond ETF (511100) reached 415.24%, indicating high trading activity [6] - The Hong Kong Securities ETF is designed for investors with a higher risk tolerance, particularly in times of policy benefits or improved market liquidity [6]