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龙头盈利能力的扩张，另一方面行业反内卷有利于供求关系的改善。同时，我们将看到类似固态电池、BC电池、氢能源等板块新技术的进一步突破，而且板块相关公司由于技术的同源以及可延展性存在转型的可能。我们认为2025年新能源行业将有希望迎来反转，供需关系的改善可能带来产品价格的上涨，叠加新技术方向突破在即，我们对行业未来充满信心，产品后续将继续聚焦各个板块龙头，沿着预期差和新技术突破的方向寻找优质标的。","fund":{"_id":3000000013049,"__csrcFundId":9808,"stockCode":"013049","shortName":"兴业能源革新股票(013049)","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":13049,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-04-30T23:35:40.712Z","status":"normal","exchange":"jj","inceptionDate":"2021-08-30T16:00:00.000Z","name":"兴业能源革新股票型证券投资基金","fundCollectionId":4000050810000,"followedNum":3,"masterFundShortName":"兴业能源革新股票","setUpDate":"2021-08-30T16:00:00.000Z","setUpAssetScale":673768120.9,"setUpShares":673768120.9,"pinyin":"xynygxgpxzqtzjj","managers":[{"stockCode":"db20774817","stockType":"fund_manager","exchange":"fm","tickerId":2608204600,"name":"邹慧"}]},"announcement":{"linkText":"兴业能源革新股票型证券投资基金2024年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1246841","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecfc77fea5b3eb05023f4","date":"2024-09-29T16:00:00.000Z","stockId":3000000013049,"sao":"三季度，我们看到新能源各个板块仍处于供求再平衡的过程中，行业龙头的成本竞争优势在继续扩大，市场在海外政策扰动的影响及需求没有明显超预期的背景下呈现存量博弈的状态，直至9月中下旬随着全市场风险偏好的提升而出现大幅上涨。本产品持仓较为均衡，重点配置方向为新能源车、电网、新材料等方向，展望未来，我们认为新能源的长期机会依然巨大，产品后续将继续聚焦各个板块龙头，沿着预期差和新技术突破的方向寻找优质标的。","declarationDate":"2024-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:48:55.747Z","fund":{"_id":3000000013049,"__csrcFundId":9808,"stockCode":"013049","shortName":"兴业能源革新股票(013049)","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":13049,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-04-30T23:35:40.712Z","status":"normal","exchange":"jj","inceptionDate":"2021-08-30T16:00:00.000Z","name":"兴业能源革新股票型证券投资基金","fundCollectionId":4000050810000,"followedNum":3,"masterFundShortName":"兴业能源革新股票","setUpDate":"2021-08-30T16:00:00.000Z","setUpAssetScale":673768120.9,"setUpShares":673768120.9,"pinyin":"xynygxgpxzqtzjj","managers":[{"stockCode":"db20774817","stockType":"fund_manager","exchange":"fm","tickerId":2608204600,"name":"邹慧"}]},"announcement":{"linkText":"兴业能源革新股票型证券投资基金2024年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1174524","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecfc77fea5b3eb05023f3","date":"2024-06-29T16:00:00.000Z","stockId":3000000013049,"sao":"2024年上半年新能源各个板块均表现不佳，一方面市场基于自身的流动性不足也出现了下跌，另一方面供给端格局的出清过程仍在继续，产业链的价格战导致大部分环节的盈利能力基本处于微利甚至亏损状态，海外双反及关税的影响加剧了市场对于需求端的担忧。本产品目前持仓较为分散，主要以新能源车、光伏、风电、电网设备的龙头公司为主。","declarationDate":"2024-07-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:48:55.745Z","mo":"展望下半年，我们认为新能源各板块的成本供给曲线正在逐渐清晰化，行业龙头公司与二三线厂商的成本差异愈发明显，随着上游资源价格的逐渐企稳，将刺激下游需求的逐渐释放，由此可能带来整个产业链各个环节的补库效应。站在当前时点，我们对新能源板块的投资不悲观，本产品将以龙头公司为主，根据各个板块的景气周期调整仓位结构，同时积极关注行业内的新技术变化所带来的投资机会。","fund":{"_id":3000000013049,"__csrcFundId":9808,"stockCode":"013049","shortName":"兴业能源革新股票(013049)","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":13049,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-04-30T23:35:40.712Z","status":"normal","exchange":"jj","inceptionDate":"2021-08-30T16:00:00.000Z","name":"兴业能源革新股票型证券投资基金","fundCollectionId":4000050810000,"followedNum":3,"masterFundShortName":"兴业能源革新股票","setUpDate":"2021-08-30T16:00:00.000Z","setUpAssetScale":673768120.9,"setUpShares":673768120.9,"pinyin":"xynygxgpxzqtzjj","managers":[{"stockCode":"db20774817","stockType":"fund_manager","exchange":"fm","tickerId":2608204600,"name":"邹慧"}]},"announcement":{"linkText":"兴业能源革新股票型证券投资基金2024年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1147430","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecfc77fea5b3eb05023f2","date":"2024-03-30T16:00:00.000Z","stockId":3000000013049,"sao":"一季度，除了全市场因素的影响之外，新能源板块曙光初现，我们看到一方面各个板块的排产情况正在逐步好转，另一方面价格战的因素也在缓解，甚至部分环节看到了涨价的现象，我们认为随着成本曲线的清晰化，新能源的竞争格局正在逐渐明朗，经过两年的下跌，全年角度来看，新能源板块的机会正在来临。本产品基本持仓以上游资源、锂电、光伏、核电等各个环节的龙头为主，报告期内跑赢基准，后续将继续聚焦各个细分龙头，沿着预期差和新技术突破的方向寻找优质标的。","declarationDate":"2024-04-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:48:55.737Z","fund":{"_id":3000000013049,"__csrcFundId":9808,"stockCode":"013049","shortName":"兴业能源革新股票(013049)","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":13049,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-04-30T23:35:40.712Z","status":"normal","exchange":"jj","inceptionDate":"2021-08-30T16:00:00.000Z","name":"兴业能源革新股票型证券投资基金","fundCollectionId":4000050810000,"followedNum":3,"masterFundShortName":"兴业能源革新股票","setUpDate":"2021-08-30T16:00:00.000Z","setUpAssetScale":673768120.9,"setUpShares":673768120.9,"pinyin":"xynygxgpxzqtzjj","managers":[{"stockCode":"db20774817","stockType":"fund_manager","exchange":"fm","tickerId":2608204600,"name":"邹慧"}]},"announcement":{"linkText":"兴业能源革新股票型证券投资基金2024年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1072465","lin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