Under energy security, the strategic value of global new energy significantly increases. How to choose the core benefiting investment tools?

【Geopolitical tensions escalate, and anxiety over energy security intensifies.】As geopolitical conflicts continue to simmer, Qatar’s LNG capacity has been attacked, and global energy prices have surged rapidly—ICE UK natural gas futures have risen 121.5% from the 2026 low, while TTF Dutch natural gas futures are also up 120.8%. Under geopolitical disruptions, the fragility of traditional energy supply chains is exposed beyond doubt. Countries worldwide are placing unprecedented emphasis on energy independence, and energy security has become the world’s core issue today.

【Why should energy security prioritize the new energy industry chain?】The essence of energy security lies in independent supply, systemic resilience, and diversified structure. Against the backdrop of accelerated transition in countries with high reliance on fossil energy imports, the value logic of the new energy industry chain is shifting from “cost-first” to “safety-first,” prompting a strategic reappraisal. From power generation, to transmission, to energy storage, every link carries the mission of securing energy independence.

【New Energy】Kechuang Innovation Energy ETF, E Fund (589960): A new energy investment tool with greater resilience and growth prospects

【Power Generation Equipment】E Fund Photovoltaics ETF (562970): Focused on leading companies across every link of the photovoltaic industry chain

【Power Transmission】E Fund Grid Equipment ETF (560390): Overseas expansion of China’s power grid amid global power shortages, with global return opportunities

【Energy Storage】E Fund Energy Storage Battery ETF (159566, Fund Connection A/C: 021033/021034): The largest-scale energy storage ETF in the market, with a high growth in global orders

【Batteries】E Fund Battery ETF (159175): Focused on the entire battery industry chain