创业板新能源ETF

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创50ETF(159681)涨超2%,固态电池产业化持续加速
Xin Lang Cai Jing· 2025-09-25 05:40
截至2025年9月25日 13:03,创业板50指数(399673)强势上涨2.39%,成分股昆仑万维(维权)(300418)上 涨9.43%,当升科技(300073)上涨6.92%,亿纬锂能(维权)(300014)上涨6.21%,新易盛(300502),润泽 科技(300442)等个股跟涨。创50ETF(159681)上涨2.44%,最新价报1.51元。 创50ETF紧密跟踪创业板50指数,创业板50指数由创业板市场中日均成交额较大的50只股票组成,反映 了创业板市场内知名度高、市值规模大、流动性好的企业的整体表现。 数据显示,截至2025年8月29日,创业板50指数(399673)前十大权重股分别为宁德时代(300750)、东方财 富(300059)、新易盛(300502)、中际旭创(300308)、胜宏科技(300476)、汇川技术(300124)、阳光电源 (300274)、迈瑞医疗(300760)、天孚通信(300394)、同花顺(300033),前十大权重股合计占比68.14%。 创50ETF(159681),场外联接(联接A:018482;联接C:018483;联接I:023024);创业板新能 ...
宁德时代总市值超越茅台,创业板新能源ETF、新能源ETF、电池ETF涨超2%
Ge Long Hui A P P· 2025-09-25 05:06
宁德时代AH股齐创历史新高,总市值超越茅台,升至A股第五位。 宁德时代A股涨4.98%,H股涨5.34%,均创历史新高,总市值突破1.8195万亿元,超越贵州茅台的 1.8046万亿元,升至A股第五位。 这是继寒武纪股价超越茅台后,第二家科技公司市值超越茅台,这或许标志着资本市场一个时代的结 束,另一个新时代的开始。 ETF方面,创业板新能源ETF鹏华涨超4%;创业板新能源ETF华夏、新能源ETF易方达、新能源ETF基 金、碳中和ETF南方、碳中和ETF、碳中和ETF基金、绿色能源ETF、创业板新能源ETF国泰、电池龙头 ETF、碳中和ETF基金、新能源主题ETF、电池30ETF、低碳ETF易方达、新能源龙头ETF、储能电池 ETF、新能源车电池ETF、储能电池ETF广发、锂电池ETF、智能汽车ETF易方达、新能源ETF、新能源 50ETF、电池ETF涨超2%。 需求端:2024-2030年全球动力电池CAGR约25%,储能电池CAGR约29%。全球动力+储能电池的需求 量从2020年的209Gwh提升至2024年的1270Gwh,并预计在2030年达到5154Gwh,2024-2030年的复合年 增长率为2 ...
ETF日报-昨日A股三大股指表现分化,科创债ETF鹏华(551030)最新规模突破173亿,央行呵护跨季资金面态度明显
Xin Lang Cai Jing· 2025-09-24 02:05
Market Overview - On September 23, A-shares showed mixed performance with the Shanghai Composite Index down 0.18% and the Shenzhen Component Index down 0.29%, while the ChiNext Index rose 0.21% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 24,944 billion RMB, a significant increase of 3,729 billion compared to the previous trading day [1] - The margin trading scale was 24,000 billion RMB, a slight decrease of 8 billion from the previous day, indicating a distance from the 2015 bull market levels [1] Sector Performance - The banking sector (1.52%), coal (1.11%), and electrical equipment (0.43%) were the top gainers, while leisure services (-3.11%), commercial trade (-2.90%), and computers (-2.39%) saw the largest declines [7] Fund Flow - The ETF market experienced a net inflow of 85.62 billion RMB, with stock ETFs and cross-border ETFs being the main contributors, attracting 58.54 billion and 20.88 billion RMB respectively [8][9] - Semiconductor chips saw a notable net inflow of 27.52 billion RMB, leading the sector, while the CSI 300 experienced a significant net outflow of 22.14 billion RMB [10] Key Highlights - The Science and Technology Innovation Bond ETF (Penghua) reached a new high with a scale exceeding 173 billion RMB, reflecting strong market activity [11] - The semiconductor equipment sector is gaining attention due to multiple favorable factors, including Huawei's announcement of its Ascend chip roadmap and Yangtze Memory's expansion plans [12] - The renewable energy sector is also performing strongly, driven by multiple positive developments, including advancements in solid-state batteries and hydrogen energy technologies [13]
科创新能源ETF(588830)早盘涨0.9%,光伏自律配额调整叠加储能出海加速
Xin Lang Cai Jing· 2025-09-24 01:58
科创新能源ETF(588830),联接基金(A类 023075,C类 023076,I类 024157),光伏ETF基金 (159863),创业板新能源ETF(159261) 券商研究方面,东吴证券指出动力电池行业呈现龙头恒强格局,宁德时代海外产能扩张积极,2030年规 划达130GWh,覆盖德国、匈牙利等区域,建设进度领先同业;二线厂商如亿纬锂能聚焦匈牙利与马来 西亚,中创新航布局葡萄牙,产能规划分别为50GWh和20GWh。盈利方面,25H1宁德时代归母净利率 同比提升3pct至17%,瑞浦兰钧减亏显著,毛利率同比+5pct,而亿纬锂能净利率同比下滑4pct。技术趋 势上,储能电芯大电芯化加速,龙头凭借稳定性优势可提升IRR 6-8pct,固态电池技术预计27年进入小 批量量产阶段。 关联产品: 消息面上,1)光伏行业自律月会决定将弘元全环节踢出自律名单,并设定Q4硅棒配额为21%,超配额企 业需整改,节前将讨论2026年需求及配额规则;2)海博思创计划25年海外出货3-5GWh,国内独立储能 13-15GWh,锁定明年70%电池供应,聚焦软件开发及海外市场拓展;3)双登股份数据中心储能收入同 比增113 ...
中共深圳证券交易所委员会关于二十届中央第三轮巡视整改进展情况的通报
Zhong Yang Ji Wei Guo Jia Jian Wei Wang Zhan· 2025-09-22 10:39
Group 1 - The central inspection team conducted a routine inspection of the Shenzhen Stock Exchange (SZSE) from April 17 to July 20, 2024, and provided feedback on October 18, 2024 [1] - The SZSE's Party Committee is committed to implementing the inspection rectification responsibilities, emphasizing political leadership and ideological correction [2][3] - A comprehensive rectification mechanism has been established, including leadership, process management, and supervision mechanisms to ensure effective implementation of rectification measures [3][4] Group 2 - The SZSE is focusing on enhancing its political and people-oriented values, aligning with the central government's strategic goals and improving its service to national major strategies [6][7][8] - The exchange is actively promoting the development of innovative financial products, such as Sci-Tech bonds and green bonds, to support technological innovation and sustainable development [7][8] Group 3 - The SZSE is committed to strict regulatory measures to ensure the quality of listed companies and enhance the effectiveness of the stock issuance registration system [9][10] - The exchange is optimizing its review mechanisms and enhancing the responsibilities of intermediary institutions to improve the overall quality of the market [10] Group 4 - The SZSE is focused on maintaining market stability and enhancing risk monitoring capabilities to prevent systemic risks [11][22] - The exchange is implementing measures to support the continuous growth of listed companies and improve their investment value [21][22] Group 5 - The SZSE is dedicated to strengthening its internal governance and enhancing the capabilities of its personnel to ensure effective execution of its responsibilities [19][23] - The exchange is committed to deepening the results of the inspection rectification and integrating these efforts into its daily operations and reform initiatives [24]
科创新能源ETF(588830)上涨近1%,2025世界储能大会召开
Xin Lang Cai Jing· 2025-09-19 02:14
截至2025年9月19日 09:36,上证科创板新能源指数(000692)成分股微导纳米(688147)上涨5.04%,三一重 能(688349)上涨4.66%,固德威(688390)上涨4.41%,厦钨新能(688778)上涨3.79%,聚和材料(688503)上 涨2.73%。科创新能源ETF(588830)上涨0.62%,最新价报1.46元。 消息面上,9月17日至18日,在2025世界储能大会现场,业界围绕新型储能的技术路线演绎展开探讨。 当前占据绝对主流的锂电池,被部分嘉宾认为可能继续是未来十年储能市场的"主角"。而与锂电池技术 相近的钠电池,依然有较高的市场化预期。 国金证券指出,国内储能系统降价带动经济性提升。自《关于深化新能源上网电价市场化改革促进新能 源高质量发展的通知》(发改价格〔2025〕136号)文件发布后,国内储能需求由政策驱动转向市场驱 动,2025H1风电光伏平均弃光率分别为6.6%/5.7%,部分省份甚至超过10%。根据机构假设测算,当弃 光率达到5.8%时,光伏电站配备储能具有更强经济性,新能源配储的调用率和经济性正在提升。当电 站EPC成本1.05元/Wh,峰谷差价0.6元 ...
创业板新能源ETF(159261)冲击4连涨,宁德时代钠新乘用车电池明年批量供货
Xin Lang Cai Jing· 2025-09-18 02:50
截至2025年9月18日 10:26,创业板新能源指数(399266)成分股新强联(300850)上涨8.28%,海力风电 (301155)上涨5.47%,罗博特科(300757)上涨5.31%,先导智能(300450)上涨4.05%,曼恩斯特(301325)上 涨3.92%。创业板新能源ETF(159261)上涨0.13%, 冲击4连涨。最新价报1.5元。 创业板新能源ETF紧密跟踪创业板新能源指数,创新能源指数反映深交所创业板市场新能源产业上市公 司的运行特征。 数据显示,截至2025年8月29日,创业板新能源指数(399266)前十大权重股分别为宁德时代(300750)、阳 光电源(300274)、汇川技术(300124)、亿纬锂能(300014)、先导智能(300450)、欣旺达(300207)、罗博特 科(300757)、捷佳伟创(300724)、金力永磁(300748)、新宙邦(300037),前十大权重股合计占比64.15%。 创业板新能源ETF(159261),科创新能源ETF(588830),场外联接基金(A类023075,C类023076, I类024157) 消息面上,9月17日晚间,宁 ...
近一年涨幅超90%!AI算力、新能源主题产品强势领涨
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-17 08:01
Group 1 - The average net value growth rate of equity public funds in the A-share market reached 39.97% over the past year, with 35 sample products showing positive returns [1] - Among the top-performing equity public funds, Huaxia Wealth had 7 products listed, while Everbright Wealth had 2 and Xinyin Wealth had 1 [1] - The top two products, Huaxia Wealth's "Tiangong Rikai Wealth Product No. 5 (AI Computing Power Index)" and Everbright Wealth's "Sunshine Red New Energy Theme A," both exceeded a net value growth rate of 90% in the past year [1] Group 2 - The maximum drawdown for the top product was recorded at 20.04% [2] - The ChiNext Index saw a year-to-date increase of 44.15%, while the Shanghai Composite Index and Shenzhen Component Index increased by 15.22% and 25.44%, respectively [2] - The strong performance of the new energy sector has been a key driver in the A-share market, with significant gains in sub-sectors like energy storage and solid-state batteries [2]
科创新能源ETF(588830)连续3天净流入,2025世界储能大会即将召开
Xin Lang Cai Jing· 2025-09-16 06:37
数据显示,截至2025年8月29日,上证科创板新能源指数(000692)前十大权重股分别为晶科能源 (688223)、天合光能(688599)、大全能源(688303)、天奈科技(688116)、阿特斯(688472)、孚能科技 (688567)、电气风电(688660)、容百科技(688005)、厦钨新能(688778)、嘉元科技(688388),前十大权重 股合计占比48.15%。 科创新能源ETF(588830),场外联接基金(A类023075,C类023076,I类024157),创业板新能源 ETF(159261) 消息面上,2025世界储能大会将于9月17日在福建宁德开幕。大会最新议程显示,现场将有多项重要成 果发布。中信证券指出,随着国家发改委发布136号文件,储能行业迎来新的发展模式。根据测算,目 前现货市场和辅助服务下储能项目基本具备盈利性。考虑到国家层面可能推出针对储能等调节性资源的 容量电价机制,储能项目收入的确定性将大幅增强,对于国央企等客户投资决策的落地具有重要意义。 根据测算,在储能100元/kW的容量电价水平下,若储能新增装机保持30%增速,对终端用电价格影响 仅有1.19%,储 ...
二线成长全面崛起,该追什么?
Sou Hu Cai Jing· 2025-09-15 21:11
Market Overview - The A-share market experienced a slight increase, with the Wind All A Index closing up by 0.09% [1] - The Shanghai Composite Index fell by 0.26%, while the CSI 300 Index rose by 0.24% [2] Index Performance - The Wind All A Index is at 6225.92, with a year-to-date increase of 23.98% [2] - The CSI 50 Index decreased by 0.20% with a year-to-date increase of 10.35% [2] - The ChiNext Index rose by 0.85% with a year-to-date increase of 37.48% [2] Sector Performance - The top-performing sectors include: - Power Equipment: up 2.22% with a year-to-date increase of 30.89% [3] - Media: up 1.94% with a year-to-date increase of 36.02% [3] - Agriculture: up 1.79% with a year-to-date increase of 24.81% [3] - The telecommunications equipment sector fell by 1.78%, while the semiconductor sector rose by 0.48% [5] Investment Trends - The market shows a mixed performance among broad-based indices, with large-cap stocks performing slightly better but with limited gains [1] - The differentiation in sector performance indicates ongoing interest in specific industries despite overall market fluctuations [3]