GOTION(SZ:002074) Xin Lang Cai Jing·2025-06-23 10:10Core Viewpoint - The solid-state battery sector is experiencing significant growth, with the Battery 50 ETF (159796) showing strong performance and attracting substantial investment, indicating a positive market sentiment towards this technology [1][8]. Group 1: Market Performance - The Battery 50 ETF (159796) rose by 1.64% on June 23, with net subscriptions exceeding 6 million units, accumulating over 8 million in total over four days [1]. - Most component stocks of the Battery 50 ETF saw gains, with Guoxuan High-Tech rising over 7% and Yiwei Lithium Energy increasing over 4% [2][3]. Group 2: Component Stock Details - The top ten component stocks of the Battery 50 ETF showed varied performance, with significant gains from Guoxuan High-Tech (7.31%) and Yiwei Lithium Energy (4.37%), while CATL experienced a slight decline of 0.27% [4]. Group 3: Industry Developments - Guoxuan High-Tech has entered a strategic partnership with EHang to enhance the power systems of eVTOL aircraft, indicating a focus on integrating advanced energy technologies into emerging markets [5]. - The solid-state battery industry is accelerating its development, with national policies supporting its growth and the establishment of safety standards expected to drive rapid advancements [6]. - Recent advancements in solid-state battery technology include the completion of Guoxuan High-Tech's first pilot line, which has achieved 100% localization of core equipment [6][7]. Group 4: Future Outlook - The solid-state battery sector is projected to enter a critical phase of commercialization between 2025 and 2026, with expectations for semi-solid batteries to achieve commercial application by 2027 and full solid-state batteries to reach a turning point by 2030 [6][7].