今日早盘，新能源板块震荡调整，截至午间收盘，国证新能源电池指数下跌2.0%，中证光伏产业指数 下跌1.9%，中证新能源指数下跌1.7%，中证上海环交所碳中和指数下跌1.2%。 消息面上，河南省发改委于近日发布《推动河南省新型储能高质量发展的若干措施（征求意见稿）》， 提出多样化的储能收益机制，包括保障现货市场"兜底收益"，当独立储能因现货运行导致收益减少时， 按标准给予兜底收益补偿，并提出完善容量电价、容量补偿等机制。 每日经济新闻 ...

| 该指数聚焦的光伏是代表 | �日 | 该指数 | 该指数自20 | | --- | --- | --- | --- | | 性较强的未来能源之一, | 该指数涨跌 | 市净率 | 发布以来估1 | | 由50只产业链上、中、下 | | | | | 游具有代表性的公司股票 组成。 | 1.3% | 2.4倍 | 47.69 | | 新能源ETF易方达 德 | | | 516 | | --- | --- | --- | --- | | 跟踪中证新能源指数 | | | | | | | | ··· ///// | | 该指数涵盖新能源产业链, | 令日 | 该指数 | 该指数自20 | | 覆盖锂电、光伏、风电、 | 该指数涨跌 | 滚动市盈率 | 发布以来估1 | | 水电、核电等未来清洁能 | | | | | 濃。 | 1,5% | 54.1 1 | 86.79 | | 储能电池ETF | | | 1598 | | 跟踪国证新能源电池指数 | | | | | | | | ·· ///// | | 该指数聚焦储能领域,由 | マ日 | 该指数 | 该指数自20 | | 50只业务涉及电池制造、 | 该指数涨跌 ...

新能源板块今日集体调整，截至收盘，国证新能源电池指数下跌5.7%，中证新能源指数下跌5.4%，中证光伏产业指数下跌4.2%，中证上海环交所 碳中和指数下跌3.5%，储能电池ETF（159566）全天获超5000万份净申购。Wind数据显示，截至昨日，该产品连续6个交易日"吸金"，合计超5亿 元。 | 新能源ETF易方达 傳 | | | 516090 | | --- | --- | --- | --- | | 跟踪中证新能源指数 | | | | | | | | ··· ////////// | | 该指数涵盖新能源产业链, | 令日 | 该指数 | 该指数自2015年 | | 覆盖锂电、光伏、风电、 | 该指数涨跌 | 滚动市盈率 | 发布以来估值分位 | | 水电、核电等未来清洁能 | | | | | 源。 | -5.4% | 59.2倍 | 91.9% | | 储能电池ETF | | | 159566 | | 跟踪国证新能源电池指数 | | | | | | | | ·· ////////// | | 该指数聚焦储能领域,由 | | | | | 50只业务涉及电池制造、 | �日 该指数涨跌 | 该指数 滚动 ...

Group 1 - The article discusses various ETFs related to the renewable energy sector, highlighting their performance and underlying indices [1]. - The E Fund New Energy ETF tracks the China Securities New Energy Index, which covers the entire renewable energy industry chain, including lithium batteries, photovoltaics, wind power, hydropower, and nuclear power [1]. - As of the midday close, the E Fund New Energy ETF experienced a decline of 0.7%, with a rolling price-to-sales ratio of 52.2 times and a valuation percentile of 85.3% since its inception in 2015 [1]. Group 2 - The E Fund Energy Storage Battery ETF focuses on the National Securities New Energy Battery Index, which consists of 50 companies involved in battery manufacturing, energy storage inverters, and battery system integration [1]. - The index saw an increase of 0.4% at midday, with a rolling price-to-sales ratio of 31.5 times and a valuation percentile of 84.6% since its launch in 2015 [1]. Group 3 - The E Fund Photovoltaic ETF tracks the China Securities Photovoltaic Industry Index, which includes 50 representative companies across the photovoltaic industry chain [1]. - The index rose by 0.3% as of midday, with a rolling price-to-sales ratio of 2.4 times and a valuation percentile of 47.3% since its establishment in 2019 [1].

Group 1 - The article discusses various ETFs related to the renewable energy sector, highlighting their performance and underlying indices [1]. - The E Fund New Energy ETF tracks the China Securities New Energy Index, which covers the entire renewable energy industry chain, including lithium batteries, photovoltaics, wind power, hydropower, and nuclear power [1]. - As of the latest trading session, the index has seen a change of 2.8% with a rolling price-to-sales ratio of 50.7 times and an 84.0% valuation percentile since its inception in 2015 [1]. Group 2 - The E Fund Energy Storage Battery ETF focuses on the National Securities New Energy Battery Index, comprising 50 companies involved in battery manufacturing, energy storage inverters, and battery system integration [1]. - The index experienced a change of 2.6% with a rolling price-to-sales ratio of 30.0 times and an 82.8% valuation percentile since its launch in 2015 [1]. - The ETF is expected to benefit from future energy development opportunities [1]. Group 3 - The E Fund Photovoltaic ETF tracks the China Securities Photovoltaic Industry Index, which includes 50 representative companies across the photovoltaic industry chain [1]. - The index recorded a change of 1.6% with a rolling price-to-sales ratio of 2.3 times and a 47.1% valuation percentile since its inception in 2019 [1]. - Photovoltaics are highlighted as a strong representative of future energy sources [1].

Group 1 - The National Renewable Energy Battery Index rose by 1.3% at midday, while the Shanghai Carbon Neutrality Index increased by 0.7%, and the New Energy Index went up by 0.5%. Conversely, the Photovoltaic Industry Index fell by 0.2%. The Energy Storage Battery ETF (159566) saw a net subscription of 8 million units during the half-day session [1]. Group 2 - The New Energy ETF managed by E Fund tracks the China Securities New Energy Index, which has been published since 2015 and covers the entire new energy industry chain, including lithium batteries, photovoltaics, wind power, hydropower, and nuclear power. The index has a rolling price-to-earnings ratio of 50.9 times and a valuation percentile of 84.3% since its inception [2]. - The Energy Storage Battery Index focuses on the energy storage sector and consists of 50 companies involved in battery manufacturing, energy storage inverters, and battery temperature control systems. It has a rolling price-to-sales ratio of 30.0 times and a valuation percentile of 82.6% since its inception, indicating potential benefits from future energy development opportunities [2]. - The Photovoltaic ETF also managed by E Fund tracks the China Securities Photovoltaic Industry Index, which has been published since 2019 and includes 50 representative companies across the photovoltaic industry chain. The index has a rolling price-to-earnings ratio of 2.4 times and a valuation percentile of 47.6% [2]. - The Carbon Neutrality ETF managed by E Fund tracks the Shanghai Carbon Neutrality Index, which focuses on the carbon neutrality sector and includes 100 stocks with significant market capitalization in clean energy, energy storage, and high-carbon reduction potential industries. The index has a rolling price-to-sales ratio of 23.8 times and a valuation percentile of 80.1% since its inception [2].

Group 1 - The E Fund New Energy ETF tracks the China Securities New Energy Index, covering the entire new energy industry chain including lithium batteries, photovoltaics, wind power, hydropower, and nuclear power [1] - As of the midday close, the index experienced a change of +1.0% with a rolling price-to-sales ratio of 46.5 times, and it has an estimated return since its launch of 77.29% [1] - The Storage Battery ETF tracks the National Securities New Energy Battery Index, focusing on the storage sector with 50 companies involved in battery manufacturing, storage battery inverters, and system integration [1] - The Storage Battery Index saw a change of +2.7% with a rolling price-to-sales ratio of 27.0 times, and it has an estimated return since its launch of 75.09% [1] Group 2 - The overall performance of the indices indicates a positive trend, with the New Energy Index showing a +1.1% change and a rolling price-to-sales ratio of 2.1 times, alongside a 41.2% estimated return since its launch [2]

Group 1 - The battery sector showed strong performance today, with Guoxuan High-Tech hitting the daily limit and CATL rising over 11% [1] - As of the midday close, the Guozheng New Energy Battery Index increased by 3.5%, the Zhongzheng New Energy Index rose by 3.1%, the Zhongzheng Shanghai Carbon Neutrality Index went up by 2.9%, and the Zhongzheng Photovoltaic Industry Index gained 0.4% [1] Group 2 - The E Fund New Energy ETF tracks the Zhongzheng New Energy Index, which covers the entire new energy industry chain, including lithium batteries, photovoltaics, wind power, hydropower, and nuclear power [2] - The E Fund Energy Storage Battery ETF focuses on the energy storage sector, consisting of 50 companies involved in battery manufacturing, energy storage inverters, and battery system integration, with a midday increase of 3.5% [2] - The E Fund Photovoltaic ETF tracks the Zhongzheng Photovoltaic Industry Index, which includes 50 representative companies in the photovoltaic industry chain, showing a slight increase of 0.4% [2] - The E Fund Carbon Neutrality ETF tracks the Zhongzheng Shanghai Carbon Neutrality Index, which includes 100 stocks with significant market capitalization in clean energy and high carbon emission reduction potential, rising by 2.9% [2]

Core Viewpoint - The energy metals and solid-state battery sectors have shown strong performance, with companies like Shengxin Lithium Energy and Tianqi Lithium Industries hitting the daily limit up, driven by the performance of constituent stocks [1] Group 1: Market Performance - As of 13:40, both the China Securities New Energy Index and the National Securities New Energy Battery Index have risen over 2% [1] - The surge in lithium prices is expected to lead to a recovery in the overall prices and profitability of the lithium battery industry chain [1] Group 2: Supply Chain Impact - The mining operations at the Jiangxia Wokeng mining area of CATL have been suspended since August 10, with no plans for resumption in the short term [1] - This mining area has an annual production capacity of approximately 42,000 tons of lithium carbonate, accounting for about 20% of domestic lithium mica production [1] - Industry analysts predict a supply gap of over 6,000 tons in August, indicating a significant reduction in inventory levels [1] Group 3: Investment Opportunities - The China Securities New Energy Index focuses on the electricity side and equipment manufacturers in the new energy sector, while the National Securities New Energy Battery Index emphasizes the theme of new energy storage batteries [1] - Both indices include leading new energy companies such as CATL and EVE Energy [1] - ETFs like E Fund (516090) and the Energy Storage Battery ETF (159566) track these indices, providing investors with convenient access to investment opportunities in these sectors [1]

Group 1 - The index focuses on the energy storage sector, consisting of 50 companies involved in battery manufacturing, energy storage battery inverters, energy storage system integration, and battery temperature control and firefighting, which are expected to benefit from future energy development opportunities [2] - The photovoltaic ETF managed by E Fund tracks the China Securities Photovoltaic Industry Index, which is a strong representative of future energy, comprising 50 representative companies across the upstream, midstream, and downstream of the industry chain [4] - As of the midday close, the photovoltaic index experienced a change of 0.7% [4] Group 2 - The carbon neutrality ETF managed by E Fund tracks the China Securities Shanghai Environmental Exchange Carbon Neutrality Index [5]