Institution: High -quality capacity storage of energy storage at home and abroad, GEM ETF Boshi rose by more than 1%

In the afternoon, the GEM index rose 1.3%, and the GEM ETF Boshi (159908) fluttered. Among the ingredients stocks, Dongfu Long rose more than 7%, Xinqianglian and Beida Pharmaceutical rose more than 6%, Yicida rose more than 5%, and Yaoshi Technology rose nearly 5%.

The GEM index component stocks are mainly concentrated in power equipment and new energy, medicine, computer and other industries, covering emerging industries and high -tech enterprises, and their growth is prominent. However, due to the high concentration of its weights, the total equity of the top ten ingredients is nearly 50%, and the volatility is relatively high. The recently listed GEM ETF options are the first derivatives provided by investors to hedge the risk of GEM, which helps enhance the toughness of the GEM market and improve the risk management mechanism.

Guolian Securities said that the power equipment and energy storage industry is a high -quality track for resonance at home and abroad. Energy storage is an inevitable response option to increase the volatility of power grids in new energy sources, and due to the extremely low base, it will maintain a high growth rate for a long time. At the same time, European energy supply and demand structure is unbalanced, and high electricity prices improve new energy demand. From the two dimensions of energy security and economy, new energy is just needed in Europe, so it is expected to continue to become a high -quality market for energy storage export competition.

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