国金证券指出，光伏行业"反内卷"政策持续推进，《价格法》修正完善法律依据，CPIA半年度会 议释放产品质量监控、多晶硅能耗标准修订等积极信号，产业链价格全线上涨，硅料报价已可覆盖头部 企业全成本。电网方面，雅鲁藏布江水电工程将带动特高压/GIL投资超1800亿元，6月电力设备出口同 比+21%，变压器/高压开关出口分别增长46%/29%，海外长周期高景气延续。锂电领域，氧化物/聚合物 路线半固态电池率先突破技术瓶颈，在安全性不逊于液态电池的同时提升能量密度，产业化前景明确； 电解槽6月招标大增568MW，绿氢项目进度加速。氢能方面，6月FCV上险量同比+54%，多省出台车用 及加氢站补贴政策，电解槽招标量同比增长76%。 创业板新能源ETF国泰（159387）跟踪的是创新能源指数（399266），单日涨跌幅可达20%。该指 数聚焦于新能源领域，从市场中选取涉及太阳能、风能、电动汽车及相关产业链的上市公司证券作为指 数样本，以反映清洁能源及可持续发展行业相关上市公司证券的整体表现。成分股具有高成长性和技术 创新能力，充分体现了行业内的技术进步和市场发展潜力。 注：如提及个股仅供参考，不代表投资建议。指数/基金短 ...

Group 1 - The electric equipment industry is benefiting from the commencement of the Yarlung Tsangpo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan, expected to drive investments of 150 billion yuan in UHV and 30 billion yuan in GIL, leading to significant profit elasticity for related companies [1] - In June, the export value of electric equipment reached 6.76 billion USD, a year-on-year increase of 21%, with transformer and high-voltage switch exports growing by 46% and 29% respectively, indicating sustained high demand in overseas markets [1] - In the battery sector, the commercialization of semi-solid and all-solid-state batteries based on oxide polymer routes is anticipated to lead the market, offering better safety than liquid batteries while improving energy density and cycle life with limited cost increases [1] Group 2 - The active bidding for electrolyzers saw a significant increase in June, with an addition of 568 MW, accelerating green hydrogen projects, and the application of methanol fuel in shipping is promoting the consumption of green hydrogen, highlighting opportunities for hydrogen production equipment and green alcohol operators [1] - The ChiNext New Energy ETF (159387) tracks the Innovation Energy Index (399266), which can experience daily fluctuations of up to 20%, focusing on companies in the renewable energy and related technology sectors, including solar, wind, energy storage, and electric vehicles, reflecting the performance of companies with technological innovation capabilities and growth potential [1]

Group 1 - The Ministry of Industry and Information Technology is implementing a new round of growth stabilization work plan for the power equipment industry, focusing on structural adjustment, supply optimization, and phasing out outdated capacity, with digital transformation as a key area of attention [1] - The State Grid has announced the results of the third batch of ultra-high voltage equipment bidding, covering a total of 22 sections and 72 packages, including transformers, reactors, and combined electrical devices, indicating the continued advancement of ultra-high voltage construction [1] - In the battery sector, both domestic and international solid-state battery pilot lines are accelerating construction, with equipment deliveries expected to peak soon; Gotion High-tech plans to deliver its first generation of sulfide all-solid-state batteries by 2025, while UK-based Ilika will start manufacturing samples for automotive applications [1] Group 2 - In the energy storage sector, Gansu Province has introduced its first provincial capacity electricity price policy, clarifying the independent storage revenue model; the Qinghai green electricity direct connection plan requires that the self-consumed electricity of grid-connected projects be no less than 60% [1] - In the wind power sector, the UK has relaxed the access threshold for offshore wind power, which may lead to more projects being expedited; the construction of the Zhejiang deep-sea wind power supporting base is progressing positively [1] - The Guotai Innovation Board New Energy ETF (159387) tracks the Innovation Energy Index (399266), which can fluctuate by up to 20% in a single day; this index selects listed companies involved in solar, wind, nuclear energy, and related upstream and downstream industries to reflect the overall performance of companies with technological innovation capabilities and growth potential in the new energy field [1]