The high prosperity of the new energy sector is expected to continue, the battery 50ETF rises 3.42%, and the photovoltaic ETF rises by 1.93%

The new energy sector rebounded strongly today. As of 13:15, the battery 50ETF (159796) rose 3.42%, and the photovoltaic ETF fund (516290) rose 1.93%.

Soochow Securities believes that from September to October, the peak season of electric vehicles will be ushered in. At the same time, new models of various car companies will be launched densely. It is expected to be launched in the fourth quarter. The 23-year sales plan is clear. The sales volume of new energy vehicles has improved the same as the same on -time, and the demand side repair is obvious. In terms of energy storage, European households are hot. At present, orders have further exceeded expectations. Domestic energy storage has doubled. The bidding volume exceeds 20GW. The overall energy storage storage is expected to maintain 80%of high -speed growth.

Guojin Securities believes that in August, photovoltaic components, inverter export data, and domestic installation data verification supply supply supply in the context of the continuous high prosperity of the industry under the background of the limited background. The emotions of the sector were significantly stable after being disturbed by external information and market style. The trend of decline is gradually clear, and the high boom in the photovoltaic industry is expected to continue.

The new energy vehicle index (930997) tracked by the new energy vehicle ETF (516390) is a customized index, covering the upper and middle and lower industrial chains of new energy vehicles, focusing on highlighting the midstream field and reflecting the direction of technology upgrade.

The battery 50ETF (159796) tracks the CS battery index (931719), covering two gold tracks of power and energy storage battery.

Photovoltaic ETF Fund (516290) tracking the photovoltaic industry index (931151), covering a number of links such as silicon materials, silicon wafers, batteries, components, inverters, etc., covering the full -industrial chain of photovoltaic upstream and downstream.

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