On November 11, 2024, the new energy sector rose rapidly in the early morning. As of 10:16, the photovoltaic leader 30 index rose 1.51%, the new energy battery index rose 2.20%, the new energy battery index rose by 1.61 1.61 %, Related ETF performance is dazzling!
On the news, the Energy Law of the Peoples Republic Implement.Article 25 proposes to accelerate the construction of wind power and photovoltaic power generation bases, support distributed wind power and photovoltaic power generation to develop and utilize, and develop offshore wind power reasonably in an orderly manner, and actively develop photoelectric power generation.
In addition, Released investor relations activity record form announcement, on the afternoon of November 7, Changan Automobile Union Tailan New Energy officially released the non-septum non-septum. Solid -state lithium battery technology, this is the first time in the industry to achieve "removing the diaphragm". Under the premise of significantly enhanced the base safety of the battery cell, the concept of infinite stacking protection measures has been subverted, and many key technologies of all solid -state lithium batteries have been realized breakthrough.
Hualong Securities Research Report pointed out that multiple measures should be used to boost the demand for photovoltaic.The "Guiding Opinions on Strong Implementation of Renewable Energy Replacement Actions" recently released encourages to accelerate the construction of large -scale wind power photovoltaic bases focusing on desert, Gobi, and desert areas to promote the development of offshore wind power clusters.At the same time, it is pointed out that deepening the application of renewable energy for buildings, promoting existing building roofs with photovoltaic systems, and promoting conditions for new factories and new public buildings for conditions should be installed.
CITIC Securities pointed Gradually stabilized, the core contradictions of the industry gradually shifted from the cost side to the supply side.
CITIC Securities believes that the cost of stimulating energy storage installations has been stimulated by factors such as decreased battery costs and interest -stimulating energy storage installed capacity, and the demand for energy storage at home and abroad has maintained a high speed.In China, the installation of new energy storage is expected to maintain a high -speed growth trend. CNESA is expected to have a new domestic energy storage of 30.0GW in the conservative situation in 2024, a year -on -year+39.9%; It is expected to add 14.9GW in 2024, a year -on -year+128%.With the U.S. -to -energy storage battery tariff in 2026, it is expected to usher in the installation in 2025.From the perspective of the European market, with the ease of energy crisis, the growth rate of household storage has gradually slowed down. Britain, Italy and other countries will usher in a high -speed growth. According to the European Energy Storage Association EASE forecast, the new European energy storage installation power in 2024 is expected to reach 11.5GW, year -on -year+12.8%.
Related ETF:
1, Photovoltaic 30ETF (560980): Photovoltaic 30ETF Tightly Tracking CSI Photo Lottery 30 Index, CSI photovoltaic faucet leader The 30 index selected 30 securities in the Shanghai -Shenzhen market business involving the photovoltaic power generation industry securities as index samples with large -scale and good profitable securities to reflect the overall performance of securities of the photovoltaic industry leading listed companies.
As of 10:18 on November 11, 2024, the photovoltaic 30ETF (560980) rose 1.41%, and the turnover of 7.6839 million yuan in the market was 4.51%.
2. Battery ETF (159755): The battery ETF is closely tracking the national certificate new energy vehicle battery index. Market performance of industrial listed companies.
As of 10:19 on November 11, 2024, the battery ETF (159755) rose 2.40%, and the turnover of the market reached 96.095 million yuan. The hand rate is 2.76%.
3. 3. Energy storage battery 50ETF (159305): The energy storage battery 50ETF is closely tracking the national certificate new energy battery index. Composition of industrial energy storage batteries to reflect the change of securities prices in the theme area.
As of 10:21 on November 11, 2024, the energy storage battery 50ETF (159305) rose 1.10%, the latest price was 1.29 yuan, and the turnover of the market reached 48.82 million yuan. Temporarily comparable to ETF1/2, 11.51%, and market communication is active.
