注：市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及个股仅供参考，不构 成股票推荐，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险等级相匹配的 产品。基金有风险，投资需谨慎。 每日经济新闻 新能源延续反弹，新能源车ETF（159806）涨近3%，创业板新能源ETF（159387）涨超2%。 政策面，工信部提出将优化新能源汽车购置税、车船税等优惠措施，随着新车型发布带来的产品力 提升以及销售旺季到来，预计 2025 年国内新能源汽车销量有望保持高增，带动电池和材料需求增长。 动力电池方面，锂电池备货需求旺盛，随着年底需求增长，排产有望继续上行，锂电产业链旺季开 启。新技术方面，利元亨首条固态电池产线已陆续交货，后续关注固态电池相关材料和设备企业验证进 展。 光伏方面，维持"反内卷"为光伏投资主线判断，产业链光伏电池继续涨价，集中式组件出现涨价迹 象，但由于8 月光伏装机疲软，光伏组件涨价持续性仍需观察。近期《关于完善价格机制促进新能源发 电就近消纳的通知》发布，有望从经济性角度疏导光伏电站矛盾。 今年以来高层对新能源行业"反内卷"的持续发声，体现了有关部门对行业供需失衡的重视 ...

新能源车ETF（159806）9月29日上涨4.42%，创业板新能源ETF（159387）上涨3.49%。 消息面上，固态电池再迎政策利好。八部门《有色金属行业稳增长工作方案（2025—2026年）》提 出加快全固态电池材料等高端产品应用验证。工信部发布《电子信息制造业2025—2026年稳增长行动方 案》，支持全固态电池等前沿技术方向基础研究。固态电池国内外产业化加速，设备端将率先受益。 需求方面，国内进入传统旺季。根据国盛证券，储能方面，上半年全球储能电芯出货226GWh （+97%），国内订单超160GWh（+220%）。目前国内储能电芯的需求十分强劲，头部电池企业表示工 厂已处于满产状态，一些订单已经排到明年年初。此外，根据《新型储能规模化建设专项行动方案》提 出的目标，到2027年，中国新型储能装机规模将达到1.8亿千瓦以上，这将拉动新增项目投资约2500亿 元。同时低空经济、机器人等新兴应用场景的需求催化持续释放。 文中提及个股短期业绩仅供参考，不构成股票推荐，也不构成对基金业绩的预测和保证。 以上观点仅供参考，不构成投资建议或承诺。如需购买相关基金产品，请您关注投资者适当性管理 相关规定、提前做 ...

今日，20cm标的创业板新能源ETF（159387）开盘涨超3%，机构表示，关注储能电池需求持续性 超预期 东吴证券指出，储能电池需求持续性超预期，盈利具备改善弹性。国内容量电价补偿拉动需求超预 期，欧洲和新兴市场持续高增，25年全球储能电池需求上修25%至500-550GWh，同比增60%，26年预 计全球储能需求上修至35%+增长。供给端看，25年储能电池产能利用率高达86%，26年新增产能释 放，行业总体产能利用率预计仍在82%，头部公司可达85%-90%。价格端，储能价格底部回升0.01-0.03 元/Wh，盈利改善明显。技术上，储能电芯大电芯化，龙头电芯稳定性强，同等情况下IRR可高8- 10pct，预计份额可持续提升。固态电池产业链技术持续突破，进入中试关键期，硫化物为主流量产趋 势，预计25H2-26H1进入中试线落地关键期，2027年开启小规模量产装车，2030年大规模量产。 创业板新能源ETF国泰（159387）跟踪的是创新能源指数（399266），最大涨跌幅达20%，该指数 从市场中选取涉及清洁能源生产、存储及应用等业务的上市公司证券作为指数样本，重点关注具有技术 创新能力和高成长潜力的企 ...

Group 1 - The core viewpoint of the article highlights the issuance of a growth action plan for the electronic information manufacturing industry, aiming for an average annual revenue growth rate of over 5% in lithium battery and related fields by 2026 [1] - Data from the National Energy Administration indicates that from January to July, China's newly installed renewable energy capacity reached 283 million kilowatts, accounting for nearly 60% of the total installed capacity nationwide [1] - Zhongyuan Securities notes that the current A-share market is benefiting from a favorable environment characterized by intertwined domestic and foreign policy benefits and ample liquidity, with significant improvements in market funding conditions [1] Group 2 - The article mentions that the interbank market funding rates remain stable, and the trading volume in both stock exchanges has consistently exceeded 2 trillion yuan in recent days [1] - There is a net inflow of global allocation funds into the A-share market, with household savings accelerating their shift towards the capital market, creating a continuous source of incremental funds [1] - The article anticipates a steady and fluctuating short-term market, emphasizing the need to closely monitor changes in policies, funding conditions, and external markets, while suggesting short-term investment opportunities in the new energy, consumer, and securities sectors [1]

Group 1 - The solid-state battery industry is entering a pre-production phase, with major manufacturers achieving pilot production and automotive companies starting road tests, indicating an accelerated industrialization process [1] - Breakthroughs in battery materials technology in China, including silicon-based anodes and all-solid-state batteries, are expected to coexist with lightweight and high-capacity designs, making 2025-2027 a critical period for pilot expansion and vehicle validation [1] - The revised U.S. legislation extending energy storage ITC subsidies and relaxing eligibility criteria is expected to significantly benefit the U.S. large-scale energy storage market, which remains a high-margin and profitable sector [1] Group 2 - The Guotai Innovation Energy Index, tracked by the ChiNext New Energy ETF, includes listed companies in the renewable energy and environmental protection sectors, reflecting the overall performance of China's innovative energy industry [2] - The index has shown high growth potential and industry representation, with a recent trading day performance of a 1.04% change [2]