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20cm速递|创业板新能源ETF国泰(159387)回调超6%,锂电行业排产增长引关注
Mei Ri Jing Ji Xin Wen· 2025-10-10 06:48
(文章来源:每日经济新闻) 国金证券指出,2025年10月锂电行业排产环比增长3%~9%,同比增长21%~50%,其中电池、负极、 电解液同比增幅超40%,主要受车市旺季及储能需求拉动。行业库存周期已进入补库阶段,部分材料如 碳酸锂、氢氧化锂价格月涨幅达20%,电芯、电解液等同步上涨。储能领域,8月国内装机同环比分别 增长58%/63%,美国市场受ITC政策调整影响短期波动但累计同比仍达46%。固态电池技术进入产业化 关键窗口期,预计2026~2027年实现示范装车,复合集流体有望在2025年四季度规模量产。当前锂电板 块市场关注度持续提升,行业供需格局改善下部分环节盈利或迎来修复。 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业,行业配置上以太阳能、风能、电动汽车及相关设备制造为主,以反映新能源 及相关产业链上市公司证券的整体表现。 ...
20cm速递|创业板新能源ETF(159387)涨超3%,机构:储能、固态电池等高成长环节将维持优势
Mei Ri Jing Ji Xin Wen· 2025-09-25 05:46
Group 1 - The core viewpoint of the article highlights the significant growth potential in the energy storage sector, driven by favorable policies and technological advancements in solid-state batteries and lithium battery storage [1] - The IRENA report indicates that the combination of photovoltaic and energy storage will become the most economical green energy solution, with domestic energy storage bidding scale expected to increase by 60% year-on-year by August 2025 [1] - The new energy ETF on the ChiNext market, which tracks the Innovation Energy Index, has seen a rise of over 3%, reflecting the strong performance of companies involved in clean energy production, storage, and application [1] Group 2 - The solid-state battery sector is making significant progress, with companies like Zhongxin Innovation launching a 430Wh/kg all-solid-state battery production line, and other firms like Funeng Technology and SK On advancing their technologies towards commercialization [1] - The forecast for new energy storage installations is projected to exceed 180 million kilowatts by 2027, indicating a robust growth trajectory for the sector [1] - The Innovation Energy Index, which the ETF tracks, focuses on companies with technological innovation capabilities and high growth potential, primarily in solar energy, wind energy, electric vehicles, and related equipment manufacturing [1]
20cm速递|创业板新能源ETF(159387)开盘涨超3%,机构:储能电池需求持续性超预期
Mei Ri Jing Ji Xin Wen· 2025-09-23 03:55
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 ...
20cm速递丨创业板新能源ETF国泰(159387)盘中大涨超3%,电力设备及电池产业链排产及出货量有望不断提升
Mei Ri Jing Ji Xin Wen· 2025-09-03 03:19
Group 1 - The core viewpoint is that the demand for power and energy storage is increasing both domestically and internationally, leading to a rise in production and shipment volumes in the power equipment and battery industry, with lithium battery material prices expected to stabilize and rebound [1] - Solid-state batteries are identified as the next generation of battery technology due to their high energy density and safety advantages, with an accelerated industrialization process anticipated across the entire supply chain including equipment, materials, and batteries [1] - Wind and solar power generation are highlighted as key pillars of energy transition, with installed capacity during the 14th Five-Year Plan period expected to increase significantly, achieving an average annual growth rate of 28%, and a notable 80.7% year-on-year increase in cumulative solar power installations [1] Group 2 - The AIDC high-power consumption trend is driving the evolution of power supply technology towards SST direct current architecture, presenting new development opportunities for power equipment companies [1] - The Guotai New Energy ETF (159387) tracks the Innovation Energy Index (399266), which has seen a 20% fluctuation, reflecting the overall performance of listed companies involved in clean energy production, storage, transmission, and application [1] - The Innovation Energy Index focuses on the fields of renewable energy and related technologies, emphasizing technological innovation and sustainable development, with a sector allocation leaning towards solar energy, wind energy, electric vehicles, and their supply chains [1]
20cm速递|创业板新能源ETF国泰(159387)收涨超过2.8%,铜代银技术转型或成光伏降本关键
Mei Ri Jing Ji Xin Wen· 2025-08-22 08:36
Group 1 - The core viewpoint is that the photovoltaic cell metallization process is transitioning from silver paste to copper alternatives due to rising silver prices, with copper offering significant cost advantages while maintaining similar conductivity [1] - The cost of metals in battery production is approaching 30% of total costs, making the shift to copper a critical cost-reduction strategy [1] - Copper's reactivity presents challenges such as oxidation and migration, which need to be addressed through technologies like silver seed layers and surface coatings [1] Group 2 - The transition to copper paste is in its early stages, with an expected introduction period from 2025-2026 and rapid penetration anticipated between 2027-2028, leading to a significant increase in copper paste demand [1] - The processing fee for copper paste is higher than traditional silver paste, which is expected to enhance the profitability of paste manufacturers, with powder technology becoming a key competitive factor [1] - TOPCON and BC cells are identified as key areas for copper paste application, with technological breakthroughs and industry competition potentially impacting the pace of industrialization [1] Group 3 - The Guotai New Energy ETF (159387) tracks the Innovation Energy Index (399266), which can experience daily fluctuations of up to 20% [1] - This index focuses on companies within the clean energy production, storage, and application sectors, selecting constituents that demonstrate high growth potential and innovation capabilities [1] - The index aims to provide investors with tools to participate in the global transition to a low-carbon economy [1]
20cm速递|创业板新能源ETF国泰(159387)涨超2.6%,“反内卷”主线持续带动板块景气
Mei Ri Jing Ji Xin Wen· 2025-08-15 04:34
Group 1 - The core viewpoint of the article is that the initiative released by the China Chemical and Physical Power Industry Association aims to promote fair competition and healthy development in the energy storage industry, with participation from 149 companies including leading firms like BYD and EVE Energy [1] - The initiative encourages companies to quote prices based on their operational conditions, cost assessments, and project risks to prevent irrational low pricing behaviors, thereby safeguarding the industry from "bad money driving out good" [1] - The large number of participating companies indicates a broad impact, which is expected to improve profitability across the industry chain, especially as domestic market demand for energy storage continues to grow steadily [1] Group 2 - The Guotai New Energy ETF (159387) tracks the Innovation Energy Index (399266), which has a daily price fluctuation limit of 20% and focuses on companies in the clean energy production, energy-saving technology, and equipment manufacturing sectors [1] - The index is designed to reflect the overall performance of companies with technological innovation capabilities and growth potential in the context of energy transformation, with a focus on emerging areas such as solar energy, wind energy, electric vehicles, and energy storage solutions [1]
20cm速递|创业板新能源ETF国泰(159387)涨超2.0%,锂电材料价格或推动行业增长
Mei Ri Jing Ji Xin Wen· 2025-08-13 06:04
Group 1 - The price of lithium iron phosphate increased by 7.76% month-on-month, while lithium hydroxide rose by 13.91% in the same period. The weekly increase for electrolytic cobalt was 8.91%, and the prices of square power cells (both ternary and lithium iron phosphate) remained stable [1][1][1] - The Central Committee of the Communist Party of China emphasized the need for legal governance of enterprises to curb disorderly competition and promote capacity governance in key industries, which may impact the supply and demand dynamics in the power equipment and battery sectors [1][1][1] Group 2 - The Guotai New Energy ETF (159387) tracks the Innovation Energy Index (399266), which can experience daily fluctuations of up to 20%. This index focuses on the clean energy and technology innovation sectors, selecting listed companies involved in clean energy, energy-saving technologies, and related equipment manufacturing, particularly those with high growth potential and innovation capabilities [1][1][1] - The industry allocation primarily covers solar energy, wind energy, electric vehicles, and related supply chains, aiming to reflect the overall performance of the new energy sector [1][1][1]
20cm速递|创业板新能源ETF国泰(159387)涨超1.5%,固态电池产业化提速与光伏储能景气共振
Mei Ri Jing Ji Xin Wen· 2025-08-11 04:25
华安证券指出,光伏产业链价格联动上涨,硅料价格稳中有涨;硅片、电池片价格延续上涨,组件 价格小幅抬升,成本传导持续释放。储能行业迎来首部强制性国标实施,安全标准提升加速低质产能出 清,国内上半年新型储能装机达94.91GW/222GWh,同比增长29%,欧洲大储招标超预期带动海外订单 高增。氢能领域盐穴储氢项目开工,全链条纳入绿色金融目录,制氢、储运环节发展提速。风电板块多 地集中释放超GW级海风项目,深远海布局加速推进。电池环节LFP需求旺盛,LG签下309亿元大单, 碳酸锂价格回落背景下建议关注盈利稳定的电池及结构件环节。微软、Meta上调资本开支预期,AIDC 电力设备需求有望提升。整体来看,新能源各细分领域维持高景气,技术升级与政策驱动并行。 每日经济新闻 (责任编辑:董萍萍 ) 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com 创业板新能源ETF国泰(159387)跟踪的是创新能源指数(39926 ...
20cm速递|创业板新能源ETF国泰(159387)上涨2.1%,光伏储能产业链价格传导持续释放
Mei Ri Jing Ji Xin Wen· 2025-08-08 06:51
Core Viewpoint - The photovoltaic industry chain is experiencing a price increase, with stable growth in silicon material prices and a narrowing increase in N-type silicon material prices. The prices of silicon wafers and battery cells continue to rise, while module prices have slightly increased, indicating ongoing cost transmission despite existing terminal negotiation tensions [1] Group 1: Photovoltaic Industry - Silicon material prices are showing stable growth, while the increase in N-type silicon material prices has narrowed [1] - Prices of silicon wafers and battery cells are on an upward trend, with module prices experiencing a slight increase [1] - The atmosphere of terminal negotiations remains tense despite the ongoing cost transmission [1] Group 2: Energy Storage Sector - Domestic procurement data for the first half of the year indicates high prosperity in the energy storage sector, with European large-scale storage tenders exceeding expectations [1] - There is a recovery in household storage demand, and the U.S. market may see a surge in installations [1] - The implementation of China's first mandatory national standard for energy storage is expected to enhance industry safety standards [1] Group 3: Battery Segment - LG has signed a large supply contract for LFP batteries, while lithium carbonate prices have declined [1] - It is recommended to focus on battery and structural component segments that demonstrate stable profitability [1] Group 4: Power Equipment Sector - Microsoft and Meta have raised their capital expenditure forecasts, which is likely to boost demand related to AIDC [1] Group 5: New Energy ETF - The Guotai New Energy ETF (159387) tracks the Innovation Energy Index (399266), with a price fluctuation limit of 20% [1] - The index focuses on new energy and related technology sectors, including clean energy production, energy-saving technologies, and equipment manufacturing [1] - The index's industry allocation is primarily directed towards emerging areas such as solar energy, wind energy, electric vehicles, and energy storage solutions [1]
20cm速递 | 创业板新能源ETF国泰(159387)涨超1.0%,技术路线多元化趋势显著
Mei Ri Jing Ji Xin Wen· 2025-08-06 06:21
Group 1 - The photovoltaic industry chain is experiencing stable price increases, with N-type silicon material's price rise narrowing, while prices for silicon wafers and battery cells continue to rise, and module prices have slightly increased, indicating ongoing cost transmission within the industry chain [1] - The wind power sector is seeing a concentration of projects exceeding GW levels across multiple regions, with accelerated development in deep-sea layouts [1] - The energy storage industry maintains high prosperity in the domestic market with strong procurement data in the first half of the year, while European large-scale storage tenders exceed expectations, and household storage demand continues to recover [1] Group 2 - The hydrogen energy industry is advancing rapidly, with the entire "production-storage-transportation-application" chain included in the central bank's green finance support directory, and the construction of salt cavern hydrogen storage projects has commenced [1] - In the power grid equipment sector, increased capital expenditure expectations from companies like Microsoft and Meta are creating opportunities for AIDC power equipment orders [1] - LG has signed a large supply contract for LFP batteries, with demand for lithium iron phosphate supported by energy storage orders, suggesting a focus on stable profitability in the battery and structural component sectors [1] Group 3 - The Guotai New Energy ETF (159387) tracks the Innovation Energy Index (399266), which can experience daily fluctuations of up to 20%, focusing on clean energy production, storage, and application [1] - The index selects listed companies involved in the clean energy sector, reflecting the overall performance of companies characterized by technological innovation and sustainable development [1] - The index's industry allocation primarily covers solar energy, wind energy, electric vehicles, and their upstream and downstream supply chains [1]