另据国家能源局最新发布数据显示，截至2025年12月，全国光伏发电装机容量达到12亿千瓦，同比增长 35%，我国光伏产业保持快速发展势头，能源绿色低碳转型取得显著成效。 科创板新能源 ETF（588960）紧密跟踪上证科创板新能源指数（000692.SH），单日涨跌幅度可达 20%，成分股从科创板市场中选取 50 只市值较大的光伏、风电以及新能源车等领域的上市公司证券作 为指数样本，反映科创板市场上新能源产业中代表性企业的整体表现，场外投资者亦可关注其联接基金 （A类023851，C类023852）。 （文章来源：每日经济新闻） 今天新能源方向活跃领涨，固态电池、新锂矿、锂电池等板块涨幅居前，截至发稿，科创板新能源ETF （588960）涨幅达3.22%，锂电池ETF（561160）盘中涨幅达2.38%，其中科创板新能源ETF成分股高策 股份涨超11%，五矿新能等个股涨超10%。 消息面，据国家能源局官微发布显示，2026 年 "十五五" 开局将加快建设新型能源体系，其中提到将重 点推进三北风电光伏基地、西南水风光一体化基地等大型标志性工程，同时加快布局风光氢氨醇一体 化、光热发电、零碳园区等 "小而美" 项 ...

（责任编辑：贺翀 ） 另外，特斯拉正评估美国多个选址，计划扩大太阳能电池制造业务，目标在未来三年内实现每年 100吉瓦的太阳能制造能力。 科创板新能源 ETF（588960）紧密跟踪上证科创板新能源指数（000692.SH），单日涨跌幅度可达 20%，成分股从科创板市场中选取 50 只市值较大的光伏、风电以及新能源车等领域的上市公司证券作 为指数样本，反映科创板市场上新能源产业中代表性企业的整体表现，场外投资者亦可关注其联接基金 （A类023851，C类023852）。 每日经济新闻 今天新能源方向继续领涨，固态电池、新能源、锂电池等板块涨幅居前，截至发稿，科创板新能源 ETF（588960）涨幅达4.91%，光伏ETF富国（560230）盘中涨幅达4.21%，其中科创板新能源ETF成分 股聚和材料20cm涨停，晶科能源涨超14%。 消息面上，近日工信部正式定调，2026 年是光伏行业治理攻坚之年，告别规模扩张、转向技术溢 价与高质量发展，遏制恶性价格战，并同步明确新建产能技术门槛（PERC≥24.2%、TOPCon≥25%、自 动化率≥80%、碳足迹强制化）。 【免责声明】本文仅代表作者本人观点，与和讯网无 ...

今天新能源方向强势领涨，固态电池、新能源、锂电池等板块涨幅居前。截至发稿，科创板新能源 ETF（588960）涨幅达4.26%，成分股奥特维20cm涨停，高测股份涨超13%。 消息面上，马斯克在社交平台官宣，特斯拉已攻克锂电池生产技术难题，实现干电极工艺的规模化 量产，称这是行业内难度极高的重大技术突破。特斯拉方面同步回应，干电极制造工艺相较传统工艺具 备多重核心优势，能够有效降低锂电池生产的成本与能源消耗，简化工厂生产流程，同时大幅提升工艺 的规模化扩产能力。 另外，上海市发改委、财政局发布2026年设备更新和以旧换新政策通知，重点支持汽车置换更新。 个人转让名下乘用车后，购买目录内新能源乘用车，按车价8%补贴、最高1.5万元；购买2.0升及以下排 量燃油乘用车，按车价6%补贴、最高1.3万元，满足置换条件即可申领补贴支持。 科创板新能源 ETF（588960）紧密跟踪上证科创板新能源指数（000692.SH），单日涨跌幅度可达 20%，成分股从科创板市场中选取 50 只市值较大的光伏、风电以及新能源车等领域的上市公司证券作 为指数样本，反映科创板市场上新能源产业中代表性企业的整体表现，场外投资者亦可关注其 ...

科创板新能源 ETF（588960）紧密跟踪上证科创板新能源指数（000692.SH），单日涨跌幅度可达 20%，成分股从科创板市场中选取 50 只市值较大的光伏、风电以及新能源车等领域的上市公司证券作 为指数样本，反映科创板市场上新能源产业中代表性企业的整体表现，场外投资者亦可关注其联接基金 （A类023851，C类023852）。 （文章来源：每日经济新闻） 近期固态电池利好催化密集落地，顶层层面，节能与新能源汽车产业发展部际联席会议 2026 年度工作 会议及工信部均明确提出加快突破全固态电池技术，行业发展获政策持续加码；标准层面，首个国家级 固态电池标准进入征求意见阶段，统一术语、设立严苛标准，有效规范行业发展。 企业层面，广汽全固态电池中试线投产，比亚迪启动 GWh 级全固态电池设备招标，头部企业加速布 局，产业正式从技术研发迈入工程化验证关键期。 今天新能源方向掀起涨停潮，固态电池、新能源、锂电池等板块涨幅居前，截至发稿，科创板新能源 ETF（588960）盘中涨幅达8.87%，锂电池ETF（561160）盘中涨幅达2.71%。其中科创板新能源ETF成 分股奥特维、拉普拉斯、晶科能源等多股20cm ...

盘初三大指数震荡攀升，其中新能源、锂电池等板块涨幅居前，截至发稿，科创板新能源ETF （588960）盘中涨幅达5.58%，成分股奥特维、拉普拉斯、天合光能等多股涨幅超10%。 【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 科创板新能源 ETF（588960）紧密跟踪上证科创板新能源指数（000692.SH），单日涨跌幅度可达 20%，成分股从科创板市场中选取 50 只市值较大的光伏、风电以及新能源车等领域的上市公司证券作 为指数样本，反映科创板市场上新能源产业中代表性企业的整体表现，场外投资者亦可关注其联接基金 （A类023851，C类023852）。 每日经济新闻 （责任编辑：张晓波 ） 消息面，商务部在22日例行发布会上表示，我国绿色、智能等新型消费蓬勃发展。去年新能源车销 售量增长17.6%，渗透率持续提升。截至2025年底，每售出10辆乘用车就有6辆是新能源车。 出口方面，汽车整体出口超700 ...

Core Viewpoint - The A-share market indices collectively rose, with significant activity in sectors such as lithium mining, low carbon, and lithium batteries, driven by government initiatives to promote green consumption and support for the electric vehicle industry [1] Group 1: Market Performance - The smart car ETF (515250) saw an intraday increase of 3.79%, while the Sci-Tech Innovation Board New Energy ETF (588960) rose by 3.16% [1] - Several stocks within the smart car ETF, including Beidou Xingtong, Zhejiang Sebao, Lianchuang Electronics, and Desay SV, reached their daily limit [1] Group 2: Government Initiatives - A notice from the Ministry of Commerce and nine other departments was released on January 5, promoting green consumption and supporting the purchase of new energy vehicles, as well as strengthening the automotive supply chain [1] - The first national standard for solid-state batteries, titled "Solid-State Batteries for Electric Vehicles Part 1: Terms and Classification," is currently open for public consultation [1] Group 3: Market Forecast - According to the China Passenger Car Association, the sales volume of new energy passenger vehicles in China is expected to grow by approximately 25% by 2025 [1] - Preliminary monthly data estimates that cumulative wholesale sales of new energy passenger vehicles will reach 15.33 million units by 2025, representing a year-on-year increase of 25% [1] Group 4: Index Tracking - The smart car ETF (515250) closely tracks the CSI Smart Car Theme Index (930721), which selects companies providing terminal perception and platform applications for smart cars, as well as other representative A-shares benefiting from the smart car industry [1]

Core Viewpoint - The A-share market showed weak performance, while the battery sector demonstrated strong growth, particularly in solid-state batteries, sodium-ion batteries, and lithium mining, with significant gains in related ETFs [1] Group 1: Market Performance - The three major A-share indices performed poorly, but the battery sector saw a counter-trend rise [1] - Lithium battery ETF (561160) and Sci-Tech Innovation Board New Energy ETF (588960) surged, with intraday increases of 3.99% and 3.29% respectively [1] Group 2: Stock Performance - Key stocks in the sector included Enjie Co., Ltd. and Shanta Technology, which hit the 10% daily limit, while Xingyuan Material rose over 13% [1] Group 3: Industry Data - The new energy vehicle market continued to thrive, with September sales reaching 1.604 million units, a year-on-year increase of 24.6%, and market penetration rising to 49.8%, up 4 percentage points from the same period last year [1] - Strong terminal demand continues to support upstream lithium battery demand, with China's power battery installed capacity reaching 299.6 GWh in the first half of 2025, a year-on-year growth of 47.3% [1] Group 4: Investment Opportunities - The lithium battery ETF (561160) closely tracks the CSI Battery Theme Index (931719), selecting 50 constituent stocks from the Shanghai and Shenzhen markets, covering power batteries, energy storage batteries, consumer electronics batteries, and related upstream and downstream companies [1] - Investors can explore opportunities through the lithium battery ETF linked funds (Class A 017222/Class C 017223) [1]

Group 1 - The core viewpoint highlights the significant growth in the renewable energy sector, particularly in solar, wind, and lithium battery equipment, with notable increases in related ETFs [1][2] - The latest data from the Passenger Car Association indicates that the retail penetration rate of new energy vehicles (NEVs) in China reached 57.8% in September, a 5 percentage point increase compared to the same period last year [1] - In the first eight months of 2025, China accounted for 68% of the global NEV market share, reinforcing its position as the largest market and a key driver of global industry growth [1] Group 2 - The Canadian local government is advocating for the removal of tariffs on Chinese electric vehicles and encouraging Chinese companies to invest in manufacturing facilities in Canada [2] - The Sci-Tech Innovation Board New Energy ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board New Energy Index, with a daily fluctuation limit of 20%, comprising 50 large-cap stocks in solar, wind, and NEV sectors [2]

Group 1 - The core viewpoint of the news highlights the active performance of solid-state batteries, lithium batteries, power equipment, and wind power concepts in the market, with significant gains observed in related ETFs [1] - The Sci-Tech Innovation Board New Energy ETF (588960) saw an intraday increase of 5.82%, while the lithium battery ETF (561160) rose by 5.28%, with several component stocks like Jiayuan Technology and Haiyou New Materials increasing over 7% [1] - The China Automotive Engineering Society is set to hold a review meeting for 10 solid-state battery group standards on September 10-11, 2025, indicating a structured approach to standardizing solid-state battery technology [1] Group 2 - Institutions indicate that the initial solid-state battery material system has been finalized, with material performance and equipment nearing mass production requirements, suggesting a critical period for solid-state battery equipment and material companies in the second half of this year [1] - The Sci-Tech Innovation Board New Energy ETF (588960) closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board New Energy Index (000692.SH), which includes 50 large-cap stocks from the photovoltaic, wind power, and new energy vehicle sectors, reflecting the overall performance of representative enterprises in the new energy industry [1] - Investors are encouraged to pay attention to the linked funds (Class A 023851, Class C 023852) associated with the ETF, providing additional investment opportunities in the new energy sector [1]

Core Viewpoint - The news highlights the significant activity and growth in the new energy vehicle (NEV) sector, particularly in the context of rising stock prices for related ETFs and companies, indicating a strong competitive landscape in China's NEV market [1] Group 1: Market Performance - The Sci-Tech Innovation Board New Energy ETF (588960) saw an intraday increase of 3.14%, while the Lithium Battery ETF (5561160) rose by 2.70% [1] - Key component stocks such as Electric Wind Power surged over 16%, and Wanrun New Energy increased by more than 9% [1] Group 2: Industry Data - According to the Passenger Car Association, the retail penetration rate of NEVs in China reached 54.0% in July, up by 2.7 percentage points year-on-year [1] - BYD led the market with a monthly sales figure of 344,000 units, while competitors like Leap Motor, Xpeng, and Hongmeng Zhixing reported record-breaking growth [1] Group 3: Future Outlook - Industry reports suggest an improvement in the passenger car market fundamentals, with expectations for a positive trend as new models are set to launch [1] - Upcoming key models include the all-new Wanjie M7, Geely Galaxy A7, M9, Leap B01, Xiangjie S9T, Tesla Model YL, and Wanjie M8 pure electric vehicles [1] Group 4: ETF Composition - The Sci-Tech Innovation Board New Energy ETF (588960) closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board New Energy Index (000692.SH), with a daily fluctuation limit of 20% [1] - The index comprises 50 large-cap stocks from the photovoltaic, wind power, and NEV sectors, reflecting the overall performance of representative companies in the new energy industry on the Sci-Tech Innovation Board [1]