2025-2026年或为固态电池战略配置窗口期，借道电池ETF基金(562880)一键布局电池产业链投资机会

Group 1 - The China Securities Battery Theme Index decreased by 0.60% as of May 26, 2025, with mixed performance among constituent stocks, where Nanjing Grid Energy led with a 2.06% increase, while CATL experienced the largest decline [1] - The Battery ETF fund (562880) saw a trading volume of 1.2769 million yuan during the session, with an average daily trading volume of 8.2128 million yuan over the past year [3] - The Battery ETF fund's scale increased by 19.5902 million yuan in the past six months, ranking it among the top two in terms of new scale among comparable funds [3] Group 2 - The latest net asset value (NAV) of the Battery ETF fund is at a historical low, with a price-to-book (PB) ratio of 2.94, which is lower than 80.21% of the time over the past five years, indicating significant valuation attractiveness [3] - The China Automotive Engineering Society has released a group standard for "All-Solid-State Battery Determination Methods," clarifying the definition of all-solid-state batteries and addressing previous ambiguities in the industry [3] - Solid-state batteries are recognized as a promising next-generation battery technology, with the entire industry chain showing interest, although the maturity of manufacturing equipment remains a key challenge for industrialization [3] Group 3 - As of April 30, 2025, the top ten weighted stocks in the China Securities Battery Theme Index accounted for 49.74% of the index, with CATL, Sungrow Power, and others leading the list [4] - Investors without stock accounts can access battery industry investment opportunities through the Battery ETF linked fund (016567) [4]