注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。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。文中提及指数仅供参 考，不构成任何投资建议，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 平安证券指出，电力设备及新能源行业中，储能业务景气度较高，鹏辉能源的小型储能电芯市场地 位领先（2025 H1户储电芯出货量全球前三），同时固态电池技术持续迭代优化，能量密度已由 280Wh/Kg提升至320Wh/Kg。整体来看，新能源行业在储能和海上风电双轮驱动下保持较好增长势头。 新能源车ETF（159806）跟踪的是CS新能车指数（399976），该指数从沪深市场中选取涉及电池材 料、电池制造及整车生产等新能源汽车产业链上下游业务的上市公司证券作为指数样本，以反映新能源 汽车相关制造业的整体表现。CS新能车指数风格偏向成长型，聚焦于新能源汽车产业，涵盖从原材料 到终端产品的完整产业链环节。 （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 ...

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A股全天震荡走强，三大指数集体上涨。沪深两市成交额2.16万亿。截至收盘，沪指涨0.90%，深 成指涨2.05%，创业板指涨2.74%。个股层面上，全市场超3500只个股上涨，呈现普涨行情，赚钱效应 好。从板块来看，券商板块集体爆发，新能源板块继续走强，有色金属板块全天走高，此外半导体产业 链午后回暖。大盘在经历了一段时期的高位震荡后，今日的普涨行情有助于提振市场情绪和风险偏好。 发改委今日表示将适时加力实施宏观政策，当前全市场成交量依然活跃，叠加国内政策加码，经济复苏 预期，中长期看A股整体上行趋势有望延续。 新能车ETF（159806）今日上涨4.42%。 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 ...

Market Overview - The A-share market saw all three major indices rise, with the Shanghai Composite Index up by 0.83%, the Shenzhen Component Index up by 1.80%, and the ChiNext Index up by 2.28%. The total market turnover reached 2.35 trillion yuan [1] Lithium Battery Sector - On the supply side, the battery supply has been contracting significantly, with new capital expenditures focusing on leading companies with strong cash flow, full order books, and high capacity utilization [3] - Demand for lithium batteries is expected to remain strong, with global lithium battery production projected to reach 986.5 GWh in the first half of 2025, a year-on-year increase of 48.3%. The production of power and energy storage batteries is expected to be 684 GWh and 258 GWh, respectively, with year-on-year growth of 49% and 106% [3][5] - The commercial vehicle market is anticipated to experience explosive growth due to policies promoting vehicle replacements, decreasing battery costs, and improved charging infrastructure [5] Solar Energy Sector - The National Standards Committee has issued a notice regarding the solicitation of opinions on three mandatory national standards, including energy consumption limits for polysilicon and germanium products. The proposed limits are significantly lower than the industry average for 2024, which may accelerate the elimination and transformation of high-energy-consuming capacities in polysilicon production [4] - The solar industry is positioned as a leader in the "anti-involution" movement, with a focus on price increases and production limits. The sector is expected to benefit from policy catalysts in the fourth quarter, aligning with the "14th Five-Year Plan" [8] Future Outlook - The demand for lithium batteries is projected to continue improving, particularly in the AI data center sector, where the demand for renewable energy paired with energy storage batteries is expected to surge. Global data center energy storage battery shipments are forecasted to reach 300 GWh by 2030, with a compound annual growth rate (CAGR) exceeding 80% from 2024 to 2030 [5] - Investors are encouraged to consider the New Energy Vehicle ETF (159806) and the ChiNext New Energy ETF (159387), which have significant exposure to energy storage and solid-state technologies [6]

新能源车ETF（159806）跟踪的是CS新能车指数（399976），该指数从A股市场中选取涉及锂电 池、电机、电控及整车制造等新能源汽车产业链关键领域的上市公司证券作为指数样本，成分股覆盖新 能源汽车相关制造业，风格偏向成长型。该指数旨在全面反映新能源汽车行业上市公司证券的整体表 现。 金元证券指出，资金面看，电力设备（电池）行业近期对市场资金的吸引力持续增强，已连续三周 与机械行业（机器人）共同形成对TMT板块的资金争夺局面。从市场表现来看，电力设备行业在换手 率指标上显示出较强的市场关注度，反映出投资者对该领域的兴趣提升。这一趋势表明，电力设备行业 在当前市场环境下正逐步成为资金配置的重要方向之一。 （责任编辑：张晓波 ） 【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 没有股票账户的投资者可关注国泰中证新能源汽车ETF联接C（009068），国泰中证新能源汽车 ETF联接A（009067）。 注： ...

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 core viewpoint is that solid-state batteries, due to their high safety and energy density, are expected to become a key development direction for high-performance batteries in various fields such as new energy vehicles, consumer batteries, and low-altitude economy [1] - The oxide semi-solid route is relatively mature and has high compatibility with existing equipment, achieving industrialization, while the sulfide all-solid route has greater potential but requires more time for industrialization [1] - The equipment sector is crucial for the industrialization of solid-state batteries, requiring specialized equipment for electrode, electrolyte, and packaging processes, with the manufacturing of electrolyte membranes being particularly critical [1] Group 2 - Semi-solid batteries have already been mass-produced and installed in vehicles (e.g., MG4), and it is expected that all-solid batteries will achieve mass production by 2027 [1] - As pilot production lines gradually come online, there is a high certainty of demand for new equipment such as dry-type integrated machines, fully automatic stacking machines, and high-voltage formation equipment, which are likely to benefit the equipment sector first [1] - The government is increasing support for the research and development of all-solid batteries, aiming for small-scale vehicle demonstration by 2027, which, combined with the demand for high energy density batteries in the low-altitude economy, is expected to accelerate the industrialization process [1] Group 3 - The New Energy Vehicle ETF (159806) tracks the CS New Energy Vehicle Index (399976), which selects listed companies involved in key areas of the new energy vehicle industry such as lithium batteries, electric motors, and vehicle manufacturing [1] - The CS New Energy Vehicle Index has a high concentration in the manufacturing sector related to new energy vehicles and leans towards a growth style [1]

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 the industrialization process accelerating across the entire supply chain including equipment, materials, and batteries [1] - The trend of high power consumption in AIDC is driving the evolution of power supply technology towards SST direct current architecture, presenting new development opportunities for power equipment companies [1] Group 2 - The New Energy Vehicle ETF (159806) tracks the CS New Energy Vehicle Index (399976), which selects listed companies involved in key areas of the new energy vehicle industry such as lithium batteries, motors, and vehicle manufacturing, reflecting the overall performance of the new energy vehicle supply chain [1] - The CS New Energy Vehicle Index has a high concentration in the manufacturing sector related to new energy vehicles and leans towards a growth style [1] - Investors without stock accounts can consider the Guotai CSI New Energy Vehicle ETF Connect C (009068) and Guotai CSI New Energy Vehicle ETF Connect A (009067) [1]

Group 1 - The core viewpoint of the article highlights the significant inflow of funds into the new energy vehicle (NEV) sector, with the NEV ETF (159806) seeing a net inflow of 13 million units, indicating strong market interest in NEV assets [1] - Several major NEV models have recently launched, attracting market attention, including the SAIC and Huawei collaboration on the Shangjie H5, NIO's new ES8 with advanced driving hardware, Tesla's six-seat Model Y L, and the successful low-price strategy of the Extreme Fox T1, which achieved over 15,000 orders in 48 hours [1] - Industry data shows that the retail penetration rate of NEVs reached 58% in the first two weeks of August, reflecting both year-on-year and month-on-month growth, with companies like Leap Motor and Xpeng reporting impressive half-year results, indicating sustained high industry vitality driven by upgrades in intelligent configurations and product matrix expansion [1] Group 2 - The NEV ETF (159806) tracks the CS New Energy Vehicle Index (399976), which selects listed companies involved in key areas such as lithium batteries, motors, electronic controls, and vehicle manufacturing, providing a comprehensive reflection of the overall performance of listed companies in the NEV industry chain [1] - The index is highly concentrated in the manufacturing sector related to NEVs and leans towards a growth style, suggesting a focus on companies with high growth potential [1] - Investors without stock accounts can consider the Guotai Zhongzheng New Energy Vehicle ETF Connect C (009068) and Guotai Zhongzheng New Energy Vehicle ETF Connect A (009067) as alternative investment options [1]