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%。 截至2025年10月23日 15:00，创业板新能源指数(399266)上涨0.99%，成分股新强联(300850)上涨 10.42%，天华新能(300390)上涨8.36%，金雷股份(300443)上涨5.52%，鹏辉能源(300438)上涨3.92%，国 民技术(300077)上涨3.52%。创业板新能源ETF(159261)上涨1.07%，最新价报1.51元。 消息面上，工信部相关负责人今日在2025新能源电池产业发展大会上表示，系统布局全固态电池、金属 空气电池等新一代电池研发工作。此外，固态电池技术持续突破，欣旺达推 ...

截至2025年10月20日 11:17，创业板新能源指数(399266)强势上涨2.68%，成分股海新能科(300072)上涨 7.16%，中科电气(300035)上涨6.40%，英搏尔(300681)上涨5.14%，罗博特科(300757)，欣旺达(300207) 等个股跟涨。创业板新能源ETF(159261)上涨2.53%，最新价报1.5元。 创业板新能源ETF（159261）；科创新能源ETF（588830），联接基金（A类 023075，C类 023076，I类 024157）；创50ETF（159681），联接基金（A:018482 C:018483 I:023024）；创业板综指ETF （159289） 消息面上，9月新能源汽车产销分别为161.7万辆和160.4万辆，同比分别增长23.7%和24.6%，新能源汽 车新车销量达到汽车新车总销量的49.7%，月产销创历史新高。此外，六部门发文明确到2027年底，实 现充电服务能力的翻倍增长。 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 ...

Group 1 - Nvidia has released a white paper on AIDC infrastructure, defining the ultimate solution for AI data centers as 800V DC power supply combined with Solid-State Transformers (SST) [1] - SST is described as the "high-energy chip" of the power industry, capable of converting medium-voltage AC directly to 800V DC with over 98.5% efficiency, minimal energy loss, and a smaller footprint [1] - Nvidia outlines a clear evolution path for power supply systems: UPS → Distributed HVDC → Centralized HVDC → SST, indicating a strategic direction for future developments [1] Group 2 - As of October 16, 2025, the ChiNext New Energy Index has risen by 1.26%, with notable stock increases from companies like Terui (7.21%) and Sungrow (7.20%) [2] - The ChiNext New Energy ETF closely tracks the performance of the ChiNext New Energy Index, reflecting the operational characteristics of listed companies in the new energy sector [2] - The top ten weighted stocks in the ChiNext New Energy Index account for 64.15% of the index, with major players including CATL, Sungrow, and Yiwei Lithium Energy [2]

截至2025年9月16日 13:26，创业板新能源指数(399266)上涨0.02%，成分股震裕科技(300953)上涨 8.84%，罗博特科(300757)上涨5.15%，汇川技术(300124)上涨4.83%，飞荣达(300602)上涨4.04%，永贵 电器(300351)上涨2.30%。创业板新能源ETF(159261)上涨0.90%，最新价报1.46元。 消息面上，近日，2025年中国硅业大会在包头开幕，本次大会主题为"技术创新协同绿色转型、行业自 律助力和谐发展"。国元证券指出，近期光伏行业"反内卷"行动已上升至国家最高战略层面，行业积极 信号持续酝酿，重点聚焦硅料环节的产能整合同时强化产业链价格监管。当前行业处于周期底部，未来 政策力度将成为影响行业走势的关键变量。中长期来看光伏行业将进入高质量发展阶段，技术升级和市 场格局优化将成为企业竞争的核心要素。建议关注前期回调充分、α明确的硅料、玻璃、电池片环节， 其次是新技术及主链头部厂商。 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 ...

Group 1 - The core viewpoint highlights the mixed performance of the ChiNext New Energy Index, with notable gains from companies like Zhenyu Technology and Feirongda, while Jinli Permanent Magnet led the declines [1] - The ChiNext New Energy ETF has shown a slight increase of 0.14%, with the latest price at 1.45 yuan, indicating a stable market interest in new energy stocks [1] - The recent milestone of the Mercedes EQS solid-state test vehicle achieving a range of 1205 kilometers signifies significant advancements in the global new energy vehicle industry, with China's Ministry of Industry and Information Technology approaching a project review deadline [1] Group 2 - As of August 29, 2025, the top ten weighted stocks in the ChiNext New Energy Index account for 64.15% of the index, with companies like CATL and Sungrow leading the list [2] - The ChiNext New Energy ETF closely tracks the performance of the ChiNext New Energy Index, reflecting the operational characteristics of listed companies in the new energy sector on the Shenzhen Stock Exchange [2]

Group 1 - The A-share market has shown a strong recovery, with the Shanghai Composite Index rising by 1.65% and the ChiNext Index increasing by 5.15%, indicating renewed investor confidence after a brief adjustment [1] - Key sectors attracting significant investment include AI computing, CPO, PCB, servers, and semiconductors, which have experienced substantial price increases recently [1][2] - The new energy sector, particularly the battery and photovoltaic industries, has also performed well, with the Innovation Energy Index rising by 3.12% and the Shanghai Stock Exchange's new energy index increasing by 1.90% [2] Group 2 - The new energy sector has seen remarkable performance, with over 60 stocks in the battery industry doubling in price since April, and more than 220 stocks increasing by over 50% [3] - The Innovation Energy ETF has attracted significant capital inflow, with a net inflow of 6.61 billion yuan this year, indicating strong investor interest [3][5] - The "anti-involution" policy has positively impacted the industry, leading to significant price increases in upstream materials like polysilicon and lithium carbonate, with prices rising by 90% and over 60% respectively [5][6] Group 3 - The demand for energy storage has surged, with global battery storage installations reaching 86.7 GWh, a 54% year-on-year increase, and domestic installations growing by 120% [6][8] - The market is experiencing a "one cell hard to find" situation due to increased orders and production capacity in energy storage companies, indicating strong demand [8] - The solid-state battery industry is entering a large-scale production phase, with major companies planning to launch solid-state batteries by 2027, which is expected to accelerate the industry's growth [10][12] Group 4 - The current market conditions suggest a recovery in the new energy sector, with many leading companies still undervalued despite significant stock price increases [16] - Investment strategies should focus on core leading companies or high-quality stocks within the industry to maximize potential returns [16][17] - The Innovation Energy ETF is highlighted as a strategic investment option, focusing on key areas like photovoltaic, energy storage, and solid-state batteries, with a high concentration of solid-state battery stocks [17][19] Group 5 - The new energy sector is positioned at a critical intersection of cyclical and growth trends, with strong development momentum expected in the coming years [19][20] - The recent industry adjustments have solidified valuation foundations and enabled leading companies to achieve breakthroughs in overseas markets and high-value product development [19] - The shift from price competition to value competition within the industry is expected to enhance growth logic and sustain investor confidence in the long-term potential of the new energy sector [19]

Market Overview - On September 5, A-shares saw all three major indices rise significantly, with the Shanghai Composite Index up by 1.24%, the Shenzhen Component Index up by 3.89%, and the ChiNext Index up by 6.55% [1] - The total trading volume in the Shanghai and Shenzhen markets was 23,047 billion RMB, showing a significant decrease compared to the previous trading day [2] Sector Performance - The leading sectors included electrical equipment (up 7.19%), telecommunications (up 5.49%), and non-ferrous metals (up 4.39%), while the banking sector experienced a decline of 0.99% [7] - In the new energy sector, the Kexin New Energy ETF (588830) rose by 9.24%, and the ChiNext New Energy ETF (159261) increased by 10.86% [7] Notable Stocks and Indices - The ChiNext 50 index had a daily increase of 7.35% and a year-to-date increase of 43.52% [2] - The North China 50 index rose by 5.15% with a year-to-date increase of 55.92% [2] - The Hang Seng Technology Index increased by 1.95% with a year-to-date increase of 27.29% [6] Investment Insights - Securities firms highlighted the potential in the AI energy industry chain, driven by Nvidia's increased capital expenditure expectations [8] - The lithium battery sector is expected to see advancements in solid-state battery technology, with several automakers planning to achieve mass production by 2026-2027 [8] - The pharmaceutical sector is experiencing a boost due to improved liquidity in Hong Kong stocks, driven by favorable monetary policy and market conditions [9]

Group 1 - The 28th Chengdu International Auto Show will be held from August 29 to September 7, increasing attention on the new energy vehicle industry chain [1] - The 2025 Global Power Battery Recycling Industry Summit and the 13th Retired Power Battery Recycling Utilization Forum will take place from August 29 to 31 in Shenzhen, focusing on power battery and recycling technology topics which may catalyze the sector [1] - The National Development and Reform Commission will hold a press conference on August 29, with market attention on new energy industry policy trends [1] Group 2 - As of August 29, the ChiNext New Energy ETF (159261.SZ) rose by 3.44%, and its related index, the New Energy Index (399266.SZ), increased by 3.32% [1] - Major constituent stocks saw significant gains, with CATL up 9.03%, Lead Intelligent up 20.01%, EVE Energy up 5.49%, Zhongke Electric up 15.30%, and Xinwanda up 4.91% [1] Group 3 - According to research from Aijian Securities, high growth in AI demand is driving the expansion of the AI Computing Center (AIDC) market, with the global AI server market expected to reach $125.1 billion in 2024 and grow to $222.7 billion by 2028, significantly boosting supporting energy storage demand [1] - The electrochemical energy storage industry chain is primarily driven by lithium iron phosphate batteries upstream, with integration involving companies like CATL and BYD in the midstream, and downstream applications concentrated in new energy generation, entering a rapid development phase supported by policy and cost reductions [1]

Group 1 - The ChiNext New Energy Index (399266) has shown a strong increase of 2.46%, with significant gains in constituent stocks such as Robotech (300757) up 19.85%, Jieli Permanent Magnet (300748) up 19.74%, and Yunda Co. (300772) up 12.91% [1] - Solid-state battery industry is experiencing rapid advancements, with several A-share listed companies entering the pilot test phase, which is a crucial step before mass production [1] - The pilot test phase is expected to significantly shorten the trial and error cycle and accelerate the industrialization process by forming a closed-loop verification of 'materials - equipment - processes' [1] Group 2 - As of July 31, 2025, the top ten weighted stocks in the ChiNext New Energy Index include CATL (300750), Huichuan Technology (300124), and Sungrow Power (300274), collectively accounting for 62.13% of the index [2] - The solid-state battery market in China is anticipated to see explosive demand in emerging fields such as eVTOL and humanoid robots, driven by both policy and market factors [1] - The current solid-state battery industry is characterized by simultaneous technological breakthroughs and commercialization progress, with semi-solid batteries already achieving large-scale application [1]