【Geopolitical conflicts escalate, energy security anxiety intensifies.】Geopolitical conflicts continue to ferment, Qatar's LNG production capacity has been attacked, and global energy prices have surged rapidly—ICE UK natural gas futures have risen by 121.5% compared to the 2026 low, and TTF Dutch natural gas futures have also increased by 120.8%. Under geopolitical disturbances, the vulnerabilities of traditional energy supply chains have been fully exposed, and countries are placing unprecedented importance on energy independence, making energy security a core global issue at present.
【Why prioritize the new energy industry chain for energy security?】The essence of energy security lies in supply autonomy, system resilience, and structural diversity. Against the backdrop of countries with high dependence on fossil energy accelerating their transitions, the value logic of the new energy industry chain is shifting from &#34;cost first&#34; to &#34;security first,&#34; leading to a strategic reassessment. From power generation, transmission to storage, each link carries the mission of ensuring energy independence.
【New Energy】Innovation New Energy ETF E Fund (589960): A more resilient and growth-oriented investment tool for new energy.
【Power Generation Equipment】Photovoltaic ETF E Fund (562970): Focused on leading companies in the photovoltaic industry chain.
【Power Transmission】Grid Equipment ETF E Fund (560390): Benefits from China's grid going global amid global electricity shortages.
【Energy Storage】Energy Storage Battery ETF E Fund (159566, Connect A/C: 021033/021034): The largest scale energy storage ETF in the market, with high growth in global orders.
【Batteries】Battery ETF E Fund (159175): Focused on the entire battery industry chain

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Against the backdrop of escalating geopolitical conflicts and rising energy security anxieties, global energy prices have surged significantly, revealing the vulnerabilities of traditional energy supply chains. Countries are placing greater emphasis on energy independence, and the value logic of the new energy industry chain is shifting from "cost first" to "security first." Recommended investment tools include new energy ETFs, photovoltaic ETFs, power grid equipment ETFs, energy storage battery ETFs, and battery ETFs, all of which possess strong resilience and growth prospects

腾讯新闻 - 财经

FB ASIA EGY STR

GX CN CLN EN

ChinaAMC CSI Grid Equipment Thematic ETF

Guotai Hang Seng China A Power Grid Equipment ETF

Hua Xia CSI New Energy Vehicles ETF

Invesco Solar ETF

Global X Lithium & Battery Tech

GF Fund Hang Seng China A Power Grid Equipment ETF

ChinaAMC Green Electricity ETF

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

Global X Solar ETF

First Trust S-Network Future Vehicles & Tech ETF

Amplify Lithium & Battery Tech ETF

Penghua SSE STAR New Energy ETF

First Trust Nasdaq Clean Edg Liquid Series

E Fund Hang Seng China A Power Grid Equipment ETF

ALPS Clean Energy ETF

GF CSI All Share Power Public Service ETF

Bosera CSI All Share Electric Utilities ETF

iShares S&P Global Clean Energy

Under energy security, the global strategic value of new energy has significantly increased. How to choose core beneficiary investment tools?