每經(jing)(jing)記者｜葉峰    每經(jing)(jing)編輯｜肖芮冬    ;

電(dian)池概念股走(zou)低，恩(en)捷股份跌(die)超5%，陽(yang)光電(dian)源、億緯鋰能、天(tian)賜材料、格(ge)林(lin)美等跌(die)超2%。

受盤面影響，跟(gen)蹤中證電池(chi)主題指(zhi)數的電池(chi)ETF基金(jin)（562880）、電池(chi)ETF（561910）跌近2%，盤中創(chuang)上市新低。

中證(zheng)電(dian)(dian)池主題指(zhi)數從滬深市場中選取業(ye)務涉及(ji)動(dong)力電(dian)(dian)池、儲能電(dian)(dian)池、消費(fei)電(dian)(dian)子電(dian)(dian)池以(yi)及(ji)相關產業(ye)鏈上下游的上市公司(si)證(zheng)券作為指(zhi)數樣(yang)本，以(yi)反映電(dian)(dian)池主題上市公司(si)證(zheng)券的整體表(biao)現，目前有4只(zhi)ETF實現跟蹤(zong)。

有(you)券商認為，《歐(ou)盟(meng)電(dian)(dian)(dian)(dian)池法》的出臺對(dui)中國(guo)動(dong)力(li)電(dian)(dian)(dian)(dian)池廠(chang)商在碳(tan)(tan)(tan)足跡證明、數(shu)字電(dian)(dian)(dian)(dian)池護照(zhao)信息披露、動(dong)力(li)電(dian)(dian)(dian)(dian)池回(hui)收(shou)與(yu)再利(li)用(yong)等方面提(ti)出了(le)挑戰，進而帶(dai)來(lai)出口(kou)產(chan)品成本的提(ti)升，短期或將對(dui)中國(guo)動(dong)力(li)電(dian)(dian)(dian)(dian)池出口(kou)造成一定沖擊，但也同時加速推動(dong)中國(guo)動(dong)力(li)電(dian)(dian)(dian)(dian)池回(hui)收(shou)產(chan)業(ye)(ye)的建設進程(cheng)。動(dong)力(li)電(dian)(dian)(dian)(dian)池全生(sheng)命(ming)周期的低碳(tan)(tan)(tan)化(hua)管(guan)理(li)，以及(ji)動(dong)力(li)電(dian)(dian)(dian)(dian)池回(hui)收(shou)與(yu)再生(sheng)利(li)用(yong)有(you)望成為未來(lai)動(dong)力(li)電(dian)(dian)(dian)(dian)池出口(kou)壁壘和競(jing)爭著眼點，建議關注中國(guo)動(dong)力(li)電(dian)(dian)(dian)(dian)池產(chan)業(ye)(ye)鏈低碳(tan)(tan)(tan)化(hua)轉型(xing)進程(cheng)，持續關注具備減碳(tan)(tan)(tan)技(ji)術(shu)實力(li)、在海(hai)外建廠(chang)并在海(hai)外布局回(hui)收(shou)業(ye)(ye)務的廠(chang)商。